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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
PI
1
PFG Investments
New York
$10.5M +$9.78M +404,114 New
NI
2
Natural Investments
California
$7.56M +$3.62M +149,401 +106%
WIA
3
World Investment Advisors
California
$5.4M +$5.01M +207,149 New
SC
4
Stance Capital
Massachusetts
$5.39M -$223K -9,193 -4%
WA
5
Westfuller Advisors
New York
$3.39M +$3.15M +130,029 New
Osaic Holdings
6
Osaic Holdings
Arizona
$2.7M +$2.51M +103,716 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.38M +$2.2M +91,084 New
PAG
8
Private Advisor Group
New Jersey
$2.19M +$1.1M +45,454 +118%
LPL Financial
9
LPL Financial
California
$1.54M +$1.43M +59,018 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.53M +$1.42M +58,734 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.27M +$1.18M +48,869 New
WWA
12
WCG Wealth Advisors
Nevada
$1.26M +$1.17M +48,241 New
F8IS
13
Figure 8 Investment Strategies
Idaho
$1.22M +$1.13M +46,696 New
FAFN
14
First Affirmative Financial Network
Colorado
$1.19M +$404K +16,704 +58%
LNWWM
15
Laird Norton Wetherby Wealth Management
California
$949K +$881K +36,394 New
SI
16
Seeds Investor
New York
$901K +$836K +34,552 New
MASUI
17
MIRAE ASSET SECURITIES (USA) INC.
New York
$888K +$824K +34,043 New
HighTower Advisors
18
HighTower Advisors
Illinois
$502K +$466K +19,264 New
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$501K +$466K +19,236 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$469K +$435K +17,975 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$434K +$403K +16,664 New
HF
22
HRT Financial
New York
$430K +$399K +16,503 New
UBS Group
23
UBS Group
Switzerland
$354K +$329K +13,581 New
TRCT
24
Tower Research Capital (TRC)
New York
$353K +$328K +13,549 New
AC
25
Arjuna Capital
North Carolina
$338K +$314K +12,951 New
1
2

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.