We are live on ! Find out more
SNPE icon

Xtrackers S&P 500 ESG ETF
SNPE

61 hedge funds and large institutions have $258M invested in Xtrackers S&P 500 ESG ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $37K | Put options by funds: $15K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.9% less ownership

Funds ownership: 42.07% → 38.18% (-3.9%)

6% less funds holding

Funds holding: 65 → 61 (-4)

9% less capital invested

Capital invested by funds: $285M → $258M (-$26.9M)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
19
Reduced
24
Closed
15
Calls
$37K
Puts
$15K
Net Calls
+$22K
Net Calls Change
+$22K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$15.2M
2
Principal Financial Group
Principal Financial Group
Iowa
+$5.31M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.09M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$1.33M
5
JF
Jump Financial
Illinois
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$24.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.9M
3
HI
Horizon Investments
North Carolina
-$13.4M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.42M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$3.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$1.24M -$4.04K -112 -0.3%
BCI
27
Brinker Capital Investments
Pennsylvania
$1.24M +$1.2M +33,254 New
FFN
28
Focus Financial Network
Minnesota
$818K +$206K +5,697 +35%
PP
29
Prudential plc
United Kingdom
$807K +$783K +21,700 New
HWM
30
Heirloom Wealth Management
Colorado
$718K -$54.9K -1,521 -7%
BWA
31
BDO Wealth Advisors
Florida
$614K +$595K +16,500 New
IWP
32
Insight Wealth Partners
Texas
$549K +$17.3K +480 +3%
AF
33
Allworth Financial
California
$534K +$416K +11,528 +409%
KAS
34
Kestra Advisory Services
Texas
$528K -$660K -18,281 -56%
TRCT
35
Tower Research Capital (TRC)
New York
$508K +$493K +13,669 New
JP Morgan Chase
36
JP Morgan Chase
New York
$430K +$416K +11,528 +57,640%
Goldman Sachs
37
Goldman Sachs
New York
$427K -$2.16M -59,769 -84%
RJA
38
Raymond James & Associates
Florida
$395K +$67.2K +1,863 +21%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$297K -$523K -14,489 -64%
Nomura Asset Management
40
Nomura Asset Management
Japan
$279K -$126K -3,500 -32%
AAS
41
Avantax Advisory Services
Texas
$246K +$14.3K +397 +6%
MIH
42
Meitav Investment House
Israel
$244K +$240K +6,650 New
FFA
43
Fragasso Financial Advisors
Pennsylvania
$202K +$196K +5,440 New
BAM
44
Belpointe Asset Management
Nevada
$146K -$2.35K -65 -2%
FCA
45
Fortis Capital Advisors
Kansas
$144K – – –
HI
46
Harbour Investments
Wisconsin
$139K – – –
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$129K +$125K +3,474 New
PTC
48
Private Trust Company
Ohio
$122K – – –
ASN
49
Advisory Services Network
Georgia
$90.5K -$3.18K -88 -3%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$80.9K – – –
1
2
3 4

SNPE Hedge Fund Activity: Q1 2023 in Review

61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q1 2023, worth a combined $258M — down 9.4% from $285M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SNPE and 11 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 19 added.

The largest buyer was UBS Group, adding an estimated $15.2M. The largest seller was PFS Investments, exiting entirely with an estimated $24.7M sold.

  • 61 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q1 2023, down from 65 in Q4 2022.
  • Funds reported $258M of Xtrackers S&P 500 ESG ETF stock for Q1 2023, down 9.4% quarter-over-quarter.
  • 11 funds opened new Xtrackers S&P 500 ESG ETF positions in Q1 2023 and 15 closed out, a net change of -4 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q1 2023 was UBS Group, an estimated $15.2M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q1 2023 was PFS Investments, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2023.