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AXS Change Finance ESG ETF
CHGX

41 hedge funds and large institutions have $55.6M invested in AXS Change Finance ESG ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,400% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 1

486% more funds holding

Funds holding: 7 → 41 (+34)

317% more capital invested

Capital invested by funds: $13.3M → $55.6M (+$42.3M)

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

24.3% more ownership

Funds ownership: 16.52% → 40.82% (+24%)

Holders
41
Holders Change
+34
Holders Change %
+485.71%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PI
PFG Investments
New York
+$9.78M
2
WIA
World Investment Advisors
California
+$5.01M
3
NI
Natural Investments
California
+$3.62M
4
WA
Westfuller Advisors
New York
+$3.15M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
CCM
Colorado Capital Management
Colorado
-$3.02M
2
SC
Stance Capital
Massachusetts
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Denver Wealth Management
Colorado
$313K +$291K +12,011 New
Morgan Stanley
27
Morgan Stanley
New York
$244K +$227K +9,357 New
Creative Planning
28
Creative Planning
Kansas
$210K +$195K +8,041 New
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$205K +$190K +7,860 New
RF
30
Rossby Financial
Florida
$150K – – –
Fidelity Investments
31
Fidelity Investments
Massachusetts
$149K +$139K +5,723 New
TFM
32
TFC Financial Management
Massachusetts
$117K +$109K +4,491 New
ADL
33
Asset Dedication LLC
California
$107K – – –
OP
34
ORG Partners
Indiana
$94.2K +$87.3K +3,608 New
Raymond James Financial
35
Raymond James Financial
Florida
$90.5K +$84.1K +3,473 New
SPIA
36
Steward Partners Investment Advisory
New York
$82.4K +$76.5K +3,159 New
FFA
37
Farther Finance Advisors
California
$68.2K +$63.3K +2,616 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$56.9K +$52.8K +2,181 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$14K +$13K +536 New
SAM
40
Smartleaf Asset Management
Massachusetts
$4.34K +$4.07K +168 New
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$156 +$145 +6 New
Wells Fargo
42
Wells Fargo
California
$7 – – –
CCM
43
Colorado Capital Management
Colorado
– -$3.02M -127,439 Closed
1
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CHGX Hedge Fund Activity: Q2 2025 in Review

41 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q2 2025, worth a combined $55.6M — up 317% from $13.3M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CHGX positions and 1 closed out — a net gain of 34 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was PFG Investments, opening a new position worth an estimated $9.78M. The largest seller was Colorado Capital Management, exiting entirely with an estimated $3.02M sold.

  • 41 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q2 2025, up from 7 in Q1 2025.
  • Funds reported $55.6M of AXS Change Finance ESG ETF stock for Q2 2025, up 317% quarter-over-quarter.
  • 35 funds opened new AXS Change Finance ESG ETF positions in Q2 2025 and 1 closed out, a net change of +34 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q2 2025 was PFG Investments, an estimated $9.78M added.
  • The largest AXS Change Finance ESG ETF seller in Q2 2025 was Colorado Capital Management, an estimated $3.02M sold.

Based on aggregated 13F filings for Q2 2025.