AXS Green Alpha ETF
NXTE
12 hedge funds and large institutions have $46.5M invested in AXS Green Alpha ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
9% more capital invested
Capital invested by funds: $42.7M → $46.5M (+$3.75M)
0.32% more ownership
Funds ownership: 60.98% → 61.3% (+0.32%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$720K |
| 2 |
Jane Street
New York
|
+$705K |
| 3 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
+$638K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$311K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAWA
1
Moss Adams Wealth Advisors
Seattle,
Washington
| $28.7M | +$638K | +20,382 | +2% |
|
|
PCIA
2
Prime Capital Investment Advisors
Overland Park,
Kansas
| $11.8M | +$185K | +5,906 | +2% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $995K | +$311K | +9,944 | +48% |
|
4
Truist Financial
Charlotte,
North Carolina
| $895K | +$52.3K | +1,673 | +6% |
|
|
SFS
5
Sowell Financial Services
North Little Rock,
Arkansas
| $746K | +$720K | +23,023 | New |
|
|
6
Jane Street
New York
| $730K | +$705K | +22,521 | New |
|
|
MA
7
Mutual Advisors
Omaha,
Nebraska
| $671K | +$139K | +4,458 | +27% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $629K | +$209K | +6,694 | +53% |
|
|
RJA
9
Raymond James & Associates
St Petersburg,
Florida
| $427K | +$80.1K | +2,559 | +24% |
|
|
RJFSA
10
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $355K | +$58.7K | +1,875 | +21% |
|
|
GAA
11
Green Alpha Advisors
Niwot,
Colorado
| $350K | – | – | – |
|
|
HI
12
Harbour Investments
Madison,
Wisconsin
| $224K | -$2.19K | -70 | -1% |
|
NXTE Hedge Fund Activity: Q2 2023 in Review
12 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AXS Green Alpha ETF (NXTE) for Q2 2023, worth a combined $46.5M — up 8.8% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NXTE positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $720K. The largest seller was Harbour Investments, cutting an estimated $2.19K.
- 12 institutional investors held AXS Green Alpha ETF (NXTE) as of Q2 2023, up from 10 in Q1 2023.
- Funds reported $46.5M of AXS Green Alpha ETF stock for Q2 2023, up 8.8% quarter-over-quarter.
- 2 funds opened new AXS Green Alpha ETF positions in Q2 2023 and 0 closed out, a net change of +2 holders.
- The largest AXS Green Alpha ETF buyer in Q2 2023 was Sowell Financial Services, an estimated $720K added.
- The largest AXS Green Alpha ETF seller in Q2 2023 was Harbour Investments, an estimated $2.19K sold.
Based on aggregated 13F filings for Q2 2023.