AXS Green Alpha ETF
NXTE
11 hedge funds and large institutions have $46.8M invested in AXS Green Alpha ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
22% more funds holding
Funds holding: 9 → 11 (+2)
18% more capital invested
Capital invested by funds: $39.6M → $46.8M (+$7.16M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.52% less ownership
Funds ownership: 56.15% → 54.62% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
+$661K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$343K |
| 3 |
EI
Ethic Inc
New York
|
+$259K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$80.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$594K |
| 2 |
Jane Street
New York
|
-$276K |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$121K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$89.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAWA
1
Moss Adams Wealth Advisors
Seattle,
Washington
| $30.6M | +$661K | +22,851 | +3% |
|
|
PCIA
2
Prime Capital Investment Advisors
Overland Park,
Kansas
| $11.8M | -$121K | -4,186 | -1% |
|
|
3
Truist Financial
Charlotte,
North Carolina
| $1.54M | +$343K | +11,848 | +34% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.1M | +$80.5K | +2,783 | +9% |
|
|
RJA
5
Raymond James & Associates
St Petersburg,
Florida
| $489K | +$9.46K | +327 | +2% |
|
|
RJFSA
6
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $395K | -$89.2K | -3,082 | -21% |
|
|
GAA
7
Green Alpha Advisors
Niwot,
Colorado
| $359K | +$405 | +14 | +0.1% |
|
|
EI
8
Ethic Inc
New York
| $296K | +$259K | +8,958 | New |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $182K | -$594K | -20,543 | -79% |
|
|
10
UBS Group
Zurich,
Switzerland
| $42.2K | +$37K | +1,277 | New |
|
|
SC
11
SouthState Corp
Winter Haven,
Florida
| $20.1K | +$17.6K | +607 | New |
|
|
12
Jane Street
New York
| – | -$276K | -9,785 | Closed |
|
NXTE Hedge Fund Activity: Q4 2023 in Review
11 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AXS Green Alpha ETF (NXTE) for Q4 2023, worth a combined $46.8M — up 18% from $39.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NXTE positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Moss Adams Wealth Advisors, adding an estimated $661K. The largest seller was Osaic Holdings, cutting an estimated $594K.
- 11 institutional investors held AXS Green Alpha ETF (NXTE) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $46.8M of AXS Green Alpha ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 3 funds opened new AXS Green Alpha ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest AXS Green Alpha ETF buyer in Q4 2023 was Moss Adams Wealth Advisors, an estimated $661K added.
- The largest AXS Green Alpha ETF seller in Q4 2023 was Osaic Holdings, an estimated $594K sold.
Based on aggregated 13F filings for Q4 2023.