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Xtrackers S&P 500 ESG ETF

61 hedge funds and large institutions have $330M invested in Xtrackers S&P 500 ESG ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

9% more funds holding

Funds holding: 5661 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $330M → $330M (-$22.8K)

4.66% less ownership

Funds ownership: 43.62%38.96% (-4.7%)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$1.82M +$1.75M +42,600 New
Citadel Advisors
27
Citadel Advisors
Florida
$1.75M +$1.68M +40,933 New
OPS
28
Orion Portfolio Solutions
Nebraska
$1.46M -$86.2K -2,096 -6%
CWM
29
Congress Wealth Management
Massachusetts
$668K +$645K +15,670 New
IWP
30
Insight Wealth Partners
Texas
$483K
SEA
31
Stegent Equity Advisors
Texas
$475K +$457K +11,122 New
FTUS
32
Flow Traders U.S.
New York
$403K -$48.6K -1,181 -11%
CWM
33
Cornerstone Wealth Management
Missouri
$401K
SF
34
Synovus Financial
Georgia
$392K
Wells Fargo
35
Wells Fargo
California
$337K +$127K +3,076 +64%
HWM
36
Heirloom Wealth Management
Colorado
$327K +$340K +8,265 New
RJA
37
Raymond James & Associates
Florida
$277K -$20.3K -493 -7%
AAS
38
Avantax Advisory Services
Texas
$263K +$82 +2 +0%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$246K -$1.53M -37,249 -87%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$240K +$73.5K +1,786 +47%
BAM
41
Belpointe Asset Management
Nevada
$238K +$86.5K +2,102 +60%
FFA
42
Fragasso Financial Advisors
Pennsylvania
$233K +$823 +20 +0.4%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$230K +$222K +5,392 New
WAM
44
WFA Asset Management
Wisconsin
$76.2K +$73.5K +1,786 New
TWC
45
TD Waterhouse Canada
Ontario, Canada
$74.4K +$71.3K +1,733 New
CWA
46
Carolina Wealth Advisors
South Carolina
$69K +$23.3K +567 +54%
HPC
47
HM Payson & Co
Maine
$32K
BlackRock
48
BlackRock
New York
$27K -$617 -15 -2%
IWP
49
IAG Wealth Partners
Wisconsin
$25K
NFG
50
Next Financial Group
Texas
$21K -$576 -14 -3%

SNPE Hedge Fund Activity: Q4 2021 in Review

61 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q4 2021, worth a combined $330M — down 0.01% from $330M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SNPE positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was UBS Group, adding an estimated $9.85M. The largest seller was Horizon Investments, cutting an estimated $57.1M.

  • 61 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $330M of Xtrackers S&P 500 ESG ETF stock for Q4 2021, down 0.01% quarter-over-quarter.
  • 9 funds opened new Xtrackers S&P 500 ESG ETF positions in Q4 2021 and 4 closed out, a net change of +5 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q4 2021 was UBS Group, an estimated $9.85M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q4 2021 was Horizon Investments, an estimated $57.1M sold.

Based on aggregated 13F filings for Q4 2021.