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Xtrackers S&P 500 ESG ETF

122 hedge funds and large institutions have $1.23B invested in Xtrackers S&P 500 ESG ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2.07% more ownership

Funds ownership: 52.68%54.75% (+2.1%)

2% more funds holding

Funds holding: 120122 (+2)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

2% more capital invested

Capital invested by funds: $1.21B → $1.23B (+$19.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
45
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
51
Mason & Associates (California)
California
$864K
BCI
52
Brinker Capital Investments
Pennsylvania
$770K -$37.9K -607 -4%
WAM
53
Weinberger Asset Management
California
$751K +$377K +6,045 +92%
TRCT
54
Tower Research Capital (TRC)
New York
$744K +$143K +2,300 +23%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$724K -$235K -3,762 -24%
KAS
56
Kestra Advisory Services
Texas
$698K -$111K -1,773 -13%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$687K +$187K +2,993 +35%
GA
58
Goldstein Advisors
Wisconsin
$664K +$4.18K +67 +0.6%
CA
59
Clearstead Advisors
Ohio
$601K +$58.5K +938 +10%
Marshall Wace
60
Marshall Wace
United Kingdom
$592K +$620K +9,937 New
PTC
61
Private Trust Company
Ohio
$587K -$11.2K -179 -2%
P
62
Palladiem
Pennsylvania
$555K
FFA
63
Fragasso Financial Advisors
Pennsylvania
$554K -$1.31K -21 -0.2%
NL
64
NEPC LLC
Massachusetts
$551K
HF
65
HRT Financial
New York
$506K +$530K +8,505 New
HSA
66
HBK Sorce Advisory
Pennsylvania
$458K +$424K +6,800 New
VW
67
Veridan Wealth
Oregon
$443K -$12.5K -201 -3%
GWM
68
GSB Wealth Management
Connecticut
$435K +$811 +13 +0.2%
PFM
69
Potomac Fund Management
Florida
$427K -$17.2K -275 -4%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$402K +$42K +673 +11%
CG
71
Corundum Group
Colorado
$345K
SPIA
72
Steward Partners Investment Advisory
New York
$327K +$9.48K +152 +3%
LWM
73
LJI Wealth Management
Indiana
$286K +$3.62K +58 +1%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$286K +$27.1K +435 +10%
RLWM
75
RF&L Wealth Management
Massachusetts
$280K