Xtrackers S&P 500 ESG ETF
SNPE
21 hedge funds and large institutions have $134M invested in Xtrackers S&P 500 ESG ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
20% more capital invested
Capital invested by funds: $112M → $134M (+$22.2M)
11% more funds holding
Funds holding: 19 → 21 (+2)
5.56% less ownership
Funds ownership: 54.96% → 49.4% (-5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$5.43M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$4.91M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.08M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$5.98M |
| 2 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$2.91M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$811K |
| 4 |
JWM
Jupiter Wealth Management
Glendale,
Colorado
|
-$397K |
| 5 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
-$25.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| – | -$29 | -1 | Closed |
|
SNPE Hedge Fund Activity: Q3 2020 in Review
21 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q3 2020, worth a combined $134M — up 20% from $112M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SNPE positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Sheets Smith Wealth Management, opening a new position worth an estimated $5.43M. The largest seller was Horizon Investments, cutting an estimated $5.98M.
- 21 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q3 2020, up from 19 in Q2 2020.
- Funds reported $134M of Xtrackers S&P 500 ESG ETF stock for Q3 2020, up 20% quarter-over-quarter.
- 7 funds opened new Xtrackers S&P 500 ESG ETF positions in Q3 2020 and 5 closed out, a net change of +2 holders.
- The largest Xtrackers S&P 500 ESG ETF buyer in Q3 2020 was Sheets Smith Wealth Management, an estimated $5.43M added.
- The largest Xtrackers S&P 500 ESG ETF seller in Q3 2020 was Horizon Investments, an estimated $5.98M sold.
Based on aggregated 13F filings for Q3 2020.