We are live on ! Find out more
SNPE icon

Xtrackers S&P 500 ESG ETF

75 hedge funds and large institutions have $499M invested in Xtrackers S&P 500 ESG ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

13% more capital invested

Capital invested by funds: $443M → $499M (+$55.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.1% less ownership

Funds ownership: 45.45%43.35% (-2.1%)

3% less funds holding

Funds holding: 7775 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
30
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.64M -$382K -8,396 -13%
RCS
27
Retirement Capital Strategies
California
$2.5M +$1.78M +39,129 +297%
CFIA
28
Cantor Fitzgerald Investment Advisors
New York
$2.11M +$309K +6,793 +18%
SWP
29
Stratos Wealth Partners
Ohio
$2.07M +$230K +5,045 +13%
AWM
30
Avior Wealth Management
Nebraska
$1.99M +$1.89M +41,596 New
IWP
31
Insight Wealth Partners
Texas
$1.91M +$249K +5,465 +16%
PVI
32
Pine Valley Investments
New Jersey
$1.78M -$10.7M -235,441 -86%
FFN
33
Focus Financial Network
Minnesota
$1.68M -$56.7K -1,246 -3%
CL
34
Choreo LLC
Illinois
$1.49M +$160K +3,515 +13%
Renaissance Technologies
35
Renaissance Technologies
New York
$1.25M -$164K -3,600 -12%
KAS
36
Kestra Advisory Services
Texas
$1.25M +$40K +878 +3%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.22M -$755K -16,600 -39%
BCI
38
Brinker Capital Investments
Pennsylvania
$1.21M +$6.64K +146 +0.6%
OPS
39
Orion Portfolio Solutions
Nebraska
$1.21M +$6.64K +146 +0.6%
FTUS
40
Flow Traders U.S.
New York
$1.03M +$979K +21,508 New
AF
41
Allworth Financial
California
$596K +$33.6K +739 +6%
FGAM
42
Financial Gravity Asset Management
Texas
$595K +$280K +6,148 +89%
RJA
43
Raymond James & Associates
Florida
$582K +$100K +2,202 +22%
GA
44
Goldstein Advisors
Wisconsin
$580K
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$440K +$46.3K +1,017 +12%
HWM
46
Heirloom Wealth Management
Colorado
$399K -$611K -13,435 -62%
JF
47
Jump Financial
Illinois
$374K -$768K -16,867 -68%
PTC
48
Private Trust Company
Ohio
$361K +$195K +4,285 +131%
CA
49
Clearstead Advisors
Ohio
$346K +$330K +7,256 New
TRCT
50
Tower Research Capital (TRC)
New York
$333K +$270K +5,924 +567%

SNPE Hedge Fund Activity: Q1 2024 in Review

75 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q1 2024, worth a combined $499M — up 13% from $443M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SNPE and 8 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 30 added.

The largest buyer was JP Morgan Chase, adding an estimated $93.3M. The largest seller was Morgan Stanley, cutting an estimated $58.6M.

  • 75 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q1 2024, down from 77 in Q4 2023.
  • Funds reported $499M of Xtrackers S&P 500 ESG ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 8 funds opened new Xtrackers S&P 500 ESG ETF positions in Q1 2024 and 10 closed out, a net change of -2 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $93.3M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q1 2024 was Morgan Stanley, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2024.