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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
PI
1
PFG Investments
New York
$11.5M +$625K +22,829 +6%
NI
2
Natural Investments
California
$8.24M +$8.3M +303,029 New
SC
3
Stance Capital
Massachusetts
$7.07M +$5.75M +209,992 +420%
WIA
4
World Investment Advisors
California
$5.62M -$9.31K -340 -0.2%
WA
5
Westfuller Advisors
New York
$2.96M -$318K -11,608 -10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.17M -$177K -6,472 -7%
PAG
7
Private Advisor Group
New Jersey
$1.96M -$7.75K -283 -0.4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.85M +$290K +10,593 +18%
LPL Financial
9
LPL Financial
California
$1.83M +$90.8K +3,316 +5%
WWA
10
WCG Wealth Advisors
Nevada
$1.24M +$1.25M +45,682 New
SI
11
Seeds Investor
New York
$1.11M +$139K +5,069 +14%
LSIA
12
LaSalle St. Investment Advisors
Illinois
$1.05M +$202K +7,361 +24%
LNWTC
13
Laird Norton Wetherby Trust Company
Washington
$989K +$996K +36,394 New
Osaic Holdings
14
Osaic Holdings
Arizona
$809K +$2.11K +77 +0.3%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$756K
HighTower Advisors
16
HighTower Advisors
Illinois
$527K -$25.9K -945 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$453K
FTUS
18
Flow Traders U.S.
New York
$425K +$428K +15,634 New
AWMM
19
Aegis Wealth Management (Maryland)
Maryland
$383K
MASUI
20
MIRAE ASSET SECURITIES (USA) INC.
New York
$373K +$150K +5,489 +67%
DWM
21
Denver Wealth Management
Colorado
$310K -$11.4K -418 -4%
TRCT
22
Tower Research Capital (TRC)
New York
$293K +$130K +4,759 +79%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$262K -$641K -23,430 -71%
Morgan Stanley
24
Morgan Stanley
New York
$254K -$27 -1 -0%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$214K

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.