AXS Green Alpha ETF
NXTE
10 hedge funds and large institutions have $42.7M invested in AXS Green Alpha ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
54% more capital invested
Capital invested by funds: $27.8M → $42.7M (+$14.9M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
7.91% more ownership
Funds ownership: 53.07% → 60.98% (+7.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$11.4M |
| 2 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
+$1.27M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$339K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$290K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Green Alpha Advisors
Niwot,
Colorado
|
-$457K |
| 2 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$436K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$260K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$102K |
| 5 |
JP Morgan Chase
New York
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAWA
1
Moss Adams Wealth Advisors
Seattle,
Washington
| $27.7M | +$1.27M | +39,709 | +5% |
|
|
PCIA
2
Prime Capital Investment Advisors
Overland Park,
Kansas
| $11.4M | +$11.4M | +357,477 | New |
|
3
Truist Financial
Charlotte,
North Carolina
| $830K | – | – | – |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $664K | -$102K | -3,193 | -13% |
|
|
MA
5
Mutual Advisors
Omaha,
Nebraska
| $520K | +$141K | +4,398 | +37% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $407K | +$155K | +4,843 | +61% |
|
|
GAA
7
Green Alpha Advisors
Niwot,
Colorado
| $346K | -$457K | -14,300 | -57% |
|
|
RJA
8
Raymond James & Associates
St Petersburg,
Florida
| $340K | +$339K | +10,612 | New |
|
|
RJFSA
9
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $290K | +$290K | +9,075 | New |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $223K | -$260K | -8,145 | -54% |
|
|
BWP
11
BSW Wealth Partners
Boulder,
Colorado
| – | -$436K | -14,899 | Closed |
|
|
12
JP Morgan Chase
New York
| – | -$5K | -158 | Closed |
|
NXTE Hedge Fund Activity: Q1 2023 in Review
10 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AXS Green Alpha ETF (NXTE) for Q1 2023, worth a combined $42.7M — up 54% from $27.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NXTE positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $11.4M. The largest seller was Green Alpha Advisors, cutting an estimated $457K.
- 10 institutional investors held AXS Green Alpha ETF (NXTE) as of Q1 2023, up from 9 in Q4 2022.
- Funds reported $42.7M of AXS Green Alpha ETF stock for Q1 2023, up 54% quarter-over-quarter.
- 3 funds opened new AXS Green Alpha ETF positions in Q1 2023 and 2 closed out, a net change of +1 holder.
- The largest AXS Green Alpha ETF buyer in Q1 2023 was Prime Capital Investment Advisors, an estimated $11.4M added.
- The largest AXS Green Alpha ETF seller in Q1 2023 was Green Alpha Advisors, an estimated $457K sold.
Based on aggregated 13F filings for Q1 2023.