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Xtrackers S&P 500 ESG ETF
SNPE

38 hedge funds and large institutions have $145M invested in Xtrackers S&P 500 ESG ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

81% more funds holding

Funds holding: 21 → 38 (+17)

8% more capital invested

Capital invested by funds: $134M → $145M (+$11.2M)

13.48% less ownership

Funds ownership: 49.4% → 35.92% (-13%)

Holders
38
Holders Change
+17
Holders Change %
+80.95%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
14
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFS
Founders Financial Securities
Maryland
+$3.42M
2
AS
Altshuler Shaham
Israel
+$3.28M
3
Ameriprise
Ameriprise
Minnesota
+$2.05M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.64M
5
UBS Group
UBS Group
Switzerland
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$27.8M
2
Jane Street
Jane Street
New York
-$943K
3
PI
PFS Investments
Georgia
-$147K
4
LPL Financial
LPL Financial
California
-$54K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$223K +$213K +6,811 New
RJA
27
Raymond James & Associates
Florida
$204K +$194K +6,211 New
CWA
28
Carolina Wealth Advisors
South Carolina
$35K +$4.72K +151 +17%
FGAM
29
Financial Gravity Asset Management
Texas
$24K +$23.3K +745 New
IWP
30
IAG Wealth Partners
Wisconsin
$20K – – –
BlackRock
31
BlackRock
New York
$20K +$19.2K +615 New
NFG
32
Next Financial Group
Texas
$15K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$12K – – –
FHA
34
First Horizon Advisors
Tennessee
$9K +$31 +1 +0.3%
Wells Fargo
35
Wells Fargo
California
$9K +$8.95K +286 New
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.58K +$5.32K +170 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$2K +$1.47K +47 New
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.94K +62 New
HI
39
Horizon Investments
North Carolina
– -$27.8M -939,598 Closed
Jane Street
40
Jane Street
New York
– -$943K -31,848 Closed
1
2

SNPE Hedge Fund Activity: Q4 2020 in Review

38 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q4 2020, worth a combined $145M — up 8.4% from $134M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SNPE positions and 2 closed out — a net gain of 17 holders — while 14 added to existing stakes and 2 trimmed.

The largest buyer was Founders Financial Securities, opening a new position worth an estimated $3.42M. The largest seller was Horizon Investments, exiting entirely with an estimated $27.8M sold.

  • 38 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q4 2020, up from 21 in Q3 2020.
  • Funds reported $145M of Xtrackers S&P 500 ESG ETF stock for Q4 2020, up 8.4% quarter-over-quarter.
  • 19 funds opened new Xtrackers S&P 500 ESG ETF positions in Q4 2020 and 2 closed out, a net change of +17 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q4 2020 was Founders Financial Securities, an estimated $3.42M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q4 2020 was Horizon Investments, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2020.