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AXS Change Finance ESG ETF

44 hedge funds and large institutions have $59.3M invested in AXS Change Finance ESG ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $54.3M → $59.3M (+$5.05M)

4.34% more ownership

Funds ownership: 38.96%43.3% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

4% less funds holding

Funds holding: 4644 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
26
Rossby Financial
Florida
$202K +$2.17K +78 +1%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$159K
FFA
28
Farther Finance Advisors
California
$153K +$5.52K +199 +4%
MEG
29
Millstone Evans Group
Colorado
$126K
TFM
30
TFC Financial Management
Massachusetts
$121K
ADL
31
Asset Dedication LLC
California
$110K
SPIA
32
Steward Partners Investment Advisory
New York
$84.7K
AssetMark Inc
33
AssetMark Inc
California
$73.6K -$45.9K -1,653 -38%
GSEP
34
Golden State Equity Partners
California
$63.7K +$65.9K +2,376 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$46.4K
AWM
36
AE Wealth Management
Kansas
$32.5K
JP Morgan Chase
37
JP Morgan Chase
New York
$19.3K -$17K -614 -45%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$14.4K
HI
39
Harbour Investments
Wisconsin
$8.1K +$8.38K +302 New
SAM
40
Smartleaf Asset Management
Massachusetts
$4.38K
SG
41
Sankala Group
Colorado
$3.27K -$6.13K -221 -64%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$1.53K +$1.58K +57 New
UBS Group
43
UBS Group
Switzerland
$295 -$7.3K -263 -96%
Wells Fargo
44
Wells Fargo
California
$23
Osaic Holdings
45
Osaic Holdings
Arizona
-$809K -29,767 Closed
FTUS
46
Flow Traders U.S.
New York
-$425K -15,634 Closed
DWM
47
Denver Wealth Management
Colorado
-$310K -11,402 Closed
F8IS
48
Figure 8 Investment Strategies
Idaho
-$201K -7,407 Closed
EA
49
Evolution Advisers
Virginia
-$41K -1,513 Closed
KAS
50
Kestra Advisory Services
Texas
-$27.7K -1,020 Closed

CHGX Hedge Fund Activity: Q1 2026 in Review

44 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2026, worth a combined $59.3M — up 9.3% from $54.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CHGX and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 11 added.

The largest buyer was Colorado Capital Management, opening a new position worth an estimated $4.51M. The largest seller was Osaic Holdings, exiting entirely with an estimated $809K sold.

  • 44 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2026, down from 46 in Q4 2025.
  • Funds reported $59.3M of AXS Change Finance ESG ETF stock for Q1 2026, up 9.3% quarter-over-quarter.
  • 6 funds opened new AXS Change Finance ESG ETF positions in Q1 2026 and 7 closed out, a net change of -1 holder.
  • The largest AXS Change Finance ESG ETF buyer in Q1 2026 was Colorado Capital Management, an estimated $4.51M added.
  • The largest AXS Change Finance ESG ETF seller in Q1 2026 was Osaic Holdings, an estimated $809K sold.

Based on aggregated 13F filings for Q1 2026.