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Xtrackers S&P 500 ESG ETF

59 hedge funds and large institutions have $334M invested in Xtrackers S&P 500 ESG ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-4
Holders Change %
-6.35%
% 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
3
Increased
27
Reduced
21
Closed
7
Calls
$43K
Puts
Net Calls
+$43K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.44M -$1.05M -26,910 -42%
OPS
27
Orion Portfolio Solutions
Nebraska
$1.23M -$278K -7,106 -18%
BCI
28
Brinker Capital Investments
Pennsylvania
$1.23M -$278K -7,106 -18%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.16M +$1.16M +29,700 New
KAS
30
Kestra Advisory Services
Texas
$1.13M +$349K +8,898 +44%
P
31
Palladiem
Pennsylvania
$867K -$383K -9,775 -31%
HWM
32
Heirloom Wealth Management
Colorado
$856K +$138K +3,532 +19%
IWP
33
Insight Wealth Partners
Texas
$815K +$221K +5,638 +37%
FFN
34
Focus Financial Network
Minnesota
$672K +$2.35K +60 +0.4%
AF
35
Allworth Financial
California
$560K -$1.14K -29 -0.2%
Renaissance Technologies
36
Renaissance Technologies
New York
$525K +$192K +4,900 +58%
RCS
37
Retirement Capital Strategies
California
$512K -$188K -4,800 -27%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$450K -$1.14K -29 -0.3%
RJA
39
Raymond James & Associates
Florida
$409K +$7.13K +182 +2%
Goldman Sachs
40
Goldman Sachs
New York
$353K +$6.66K +170 +2%
AAS
41
Avantax Advisory Services
Texas
$259K
FFA
42
Fragasso Financial Advisors
Pennsylvania
$235K +$22.3K +569 +10%
Nomura Asset Management
43
Nomura Asset Management
Japan
$196K +$62.7K +1,600 +47%
Citadel Advisors
44
Citadel Advisors
Florida
$165K -$252K -6,442 -60%
PTC
45
Private Trust Company
Ohio
$128K
JWM
46
Jupiter Wealth Management
Colorado
$121K +$121K +2,987 New
NA
47
NewEdge Advisors
Louisiana
$88.4K +$74.2K +1,894 +522%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$84.9K
CWA
49
Carolina Wealth Advisors
South Carolina
$54K +$7.6K +194 +16%
WAM
50
WFA Asset Management
Wisconsin
$50.1K +$353 +9 +0.7%