AXS Change Finance ESG ETF
CHGX
7 hedge funds and large institutions have $13.3M invested in AXS Change Finance ESG ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
16% more capital invested
Capital invested by funds: $11.5M → $13.3M (+$1.86M)
2.92% more ownership
Funds ownership: 13.6% → 16.52% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$3.15M |
| 2 |
RF
Rossby Financial
Melbourne,
Florida
|
+$142K |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$745K |
| 2 |
Jane Street
New York
|
-$300K |
| 3 |
NI
Natural Investments
Windsor,
California
|
-$60.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
1
Stance Capital
Boston,
Massachusetts
| $5.12M | – | – | – |
|
|
NI
2
Natural Investments
Windsor,
California
| $3.34M | -$60.7K | -2,455 | -2% |
|
|
CCM
3
Colorado Capital Management
Boulder,
Colorado
| $3.02M | +$3.15M | +127,439 | New |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $915K | -$745K | -30,129 | -44% |
|
|
FAFN
5
First Affirmative Financial Network
Colorado Springs,
Colorado
| $684K | – | – | – |
|
|
RF
6
Rossby Financial
Melbourne,
Florida
| $135K | +$142K | +5,761 | New |
|
|
ADL
7
Asset Dedication LLC
San Francisco,
California
| $97.6K | +$102K | +4,115 | New |
|
|
8
Jane Street
New York
| – | -$300K | -12,284 | Closed |
|
CHGX Hedge Fund Activity: Q1 2025 in Review
7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2025, worth a combined $13.3M — up 16% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CHGX positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Colorado Capital Management, opening a new position worth an estimated $3.15M. The largest seller was Private Advisor Group, cutting an estimated $745K.
- 7 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $13.3M of AXS Change Finance ESG ETF stock for Q1 2025, up 16% quarter-over-quarter.
- 3 funds opened new AXS Change Finance ESG ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest AXS Change Finance ESG ETF buyer in Q1 2025 was Colorado Capital Management, an estimated $3.15M added.
- The largest AXS Change Finance ESG ETF seller in Q1 2025 was Private Advisor Group, an estimated $745K sold.
Based on aggregated 13F filings for Q1 2025.