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AXS Change Finance ESG ETF

46 hedge funds and large institutions have $54.3M invested in AXS Change Finance ESG ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

32% more capital invested

Capital invested by funds: $41M → $54.3M (+$13.3M)

12% more funds holding

Funds holding: 4146 (+5)

9.01% more ownership

Funds ownership: 29.95%38.96% (+9%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
12
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
F8IS
26
Figure 8 Investment Strategies
Idaho
$201K -$530K -19,364 -72%
RF
27
Rossby Financial
Florida
$201K
Fidelity Investments
28
Fidelity Investments
Massachusetts
$161K
FFA
29
Farther Finance Advisors
California
$148K +$77.4K +2,826 +108%
MEG
30
Millstone Evans Group
Colorado
$128K
TFM
31
TFC Financial Management
Massachusetts
$123K +$849 +31 +0.7%
AssetMark Inc
32
AssetMark Inc
California
$120K -$15.2K -557 -11%
ADL
33
Asset Dedication LLC
California
$112K
SPIA
34
Steward Partners Investment Advisory
New York
$85.9K
OP
35
ORG Partners
Indiana
$64.6K -$33.7K -1,232 -34%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$47K
EA
37
Evolution Advisers
Virginia
$41K +$41.4K +1,513 New
JP Morgan Chase
38
JP Morgan Chase
New York
$36.8K +$31.7K +1,158 +597%
AWM
39
AE Wealth Management
Kansas
$32.9K +$33.2K +1,211 New
KAS
40
Kestra Advisory Services
Texas
$27.7K +$27.9K +1,020 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$15K
SG
42
Sankala Group
Colorado
$9.84K +$9.45K +345 New
UBS Group
43
UBS Group
Switzerland
$7.45K -$438K -16,013 -98%
SAM
44
Smartleaf Asset Management
Massachusetts
$4.61K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2.5K +$2.52K +92 New
Wells Fargo
46
Wells Fargo
California
$23 +$27 +1 New
AC
47
Arjuna Capital
North Carolina
-$354K -12,951 Closed
Creative Planning
48
Creative Planning
Kansas
-$220K -8,041 Closed
AF
49
Alerus Financial
North Dakota
-$2.57K -94 Closed

CHGX Hedge Fund Activity: Q4 2025 in Review

46 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q4 2025, worth a combined $54.3M — up 32% from $41M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CHGX positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Natural Investments, opening a new position worth an estimated $8.3M. The largest seller was Envestnet Asset Management, cutting an estimated $641K.

  • 46 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q4 2025, up from 41 in Q3 2025.
  • Funds reported $54.3M of AXS Change Finance ESG ETF stock for Q4 2025, up 32% quarter-over-quarter.
  • 10 funds opened new AXS Change Finance ESG ETF positions in Q4 2025 and 3 closed out, a net change of +7 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q4 2025 was Natural Investments, an estimated $8.3M added.
  • The largest AXS Change Finance ESG ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $641K sold.

Based on aggregated 13F filings for Q4 2025.