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Xtrackers S&P 500 ESG ETF
SNPE

46 hedge funds and large institutions have $233M invested in Xtrackers S&P 500 ESG ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

61% more capital invested

Capital invested by funds: $145M → $233M (+$87.9M)

21% more funds holding

Funds holding: 38 → 46 (+8)

8% more ownership

Funds ownership: 35.92% → 43.92% (+8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
22
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$65M
2
Bank of America
Bank of America
North Carolina
+$3.54M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$3.38M
4
KAS
Kestra Advisory Services
Texas
+$1.75M
5
AS
Altshuler Shaham
Israel
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
P
Palladiem
Pennsylvania
-$5.15M
2
Ameriprise
Ameriprise
Minnesota
-$1.8M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$803K
4
FFN
Focus Financial Network
Minnesota
-$236K
5
AWA
Alaska Wealth Advisors
Alaska
-$39.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
26
Insight Wealth Partners
Texas
$328K +$82.4K +2,439 +35%
SF
27
Synovus Financial
Georgia
$320K +$311K +9,200 New
CFIA
28
Cantor Fitzgerald Investment Advisors
New York
$268K – – –
CWM
29
Cornerstone Wealth Management
Missouri
$223K +$217K +6,425 New
AAS
30
Avantax Advisory Services
Texas
$222K -$24.9K -738 -10%
RJA
31
Raymond James & Associates
Florida
$206K -$10.1K -298 -5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$47K +$45.2K +1,338 New
CWA
33
Carolina Wealth Advisors
South Carolina
$37K – – –
HPC
34
HM Payson & Co
Maine
$26K +$25.3K +750 New
BlackRock
35
BlackRock
New York
$23K +$1.59K +47 +8%
IWP
36
IAG Wealth Partners
Wisconsin
$21K – – –
NFG
37
Next Financial Group
Texas
$19K +$2.84K +84 +18%
SCA
38
Stonebridge Capital Advisors
Minnesota
$14K +$13.1K +389 New
Wells Fargo
39
Wells Fargo
California
$10K -$34 -1 -0.3%
FHA
40
First Horizon Advisors
Tennessee
$10K +$34 +1 +0.3%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.91K – – –
US Bancorp
42
US Bancorp
Minnesota
$4K +$4.16K +123 New
AA
43
Ancora Advisors
Ohio
$3K +$2.77K +82 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$2K – – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
FFN
46
Focus Financial Network
Minnesota
– -$236K -7,200 Closed
FGAM
47
Financial Gravity Asset Management
Texas
– -$24K -745 Closed
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
– -$12K -363 Closed
EVM
49
Eaton Vance Management
Massachusetts
– +$439 +13 New
1
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SNPE Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q1 2021, worth a combined $233M — up 61% from $145M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SNPE positions and 3 closed out — a net gain of 8 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $65M. The largest seller was Palladiem, cutting an estimated $5.15M.

  • 46 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q1 2021, up from 38 in Q4 2020.
  • Funds reported $233M of Xtrackers S&P 500 ESG ETF stock for Q1 2021, up 61% quarter-over-quarter.
  • 11 funds opened new Xtrackers S&P 500 ESG ETF positions in Q1 2021 and 3 closed out, a net change of +8 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q1 2021 was Horizon Investments, an estimated $65M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q1 2021 was Palladiem, an estimated $5.15M sold.

Based on aggregated 13F filings for Q1 2021.