AXS Change Finance ESG ETF
CHGX
41 hedge funds and large institutions have $41M invested in AXS Change Finance ESG ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 41 → 41 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
10.87% less ownership
Funds ownership: 40.82% → 29.95% (-11%)
26% less capital invested
Capital invested by funds: $55.6M → $41M (-$14.6M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
+$831K |
| 2 |
AWMM
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
+$375K |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$227K |
| 4 |
LPL Financial
San Diego,
California
|
+$132K |
| 5 |
AssetMark Inc
Concord,
California
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Natural Investments
Windsor,
California
|
-$7.56M |
| 2 |
SC
Stance Capital
Boston,
Massachusetts
|
-$4.17M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.97M |
| 4 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$1.26M |
| 5 |
MASUI
MIRAE ASSET SECURITIES (USA) INC.
New York
|
-$686K |
CHGX Hedge Fund Activity: Q3 2025 in Review
41 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q3 2025, worth a combined $41M — down 26% from $55.6M a quarter earlier.
Fund positioning in CHGX was balanced in Q3 2025: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 13 trimmed.
The largest buyer was LaSalle St. Investment Advisors, opening a new position worth an estimated $831K. The largest seller was Natural Investments, exiting entirely with an estimated $7.56M sold.
- 41 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $41M of AXS Change Finance ESG ETF stock for Q3 2025, down 26% quarter-over-quarter.
- 6 funds opened new AXS Change Finance ESG ETF positions in Q3 2025 and 6 closed out, a net change of 0 holders.
- The largest AXS Change Finance ESG ETF buyer in Q3 2025 was LaSalle St. Investment Advisors, an estimated $831K added.
- The largest AXS Change Finance ESG ETF seller in Q3 2025 was Natural Investments, an estimated $7.56M sold.
Based on aggregated 13F filings for Q3 2025.