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Xtrackers S&P 500 ESG ETF

111 hedge funds and large institutions have $1.1B invested in Xtrackers S&P 500 ESG ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

46% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 46

Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$70.8M
2 +$3.55M
3 +$2.22M
4
I
IMPACTfolio
Colorado
+$1.98M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$1.53M

Top Sellers

1 -$18.4M
2 -$12.9M
3 -$8.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.27M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$851K
KAS
52
Kestra Advisory Services
Texas
$795K
GA
53
Goldstein Advisors
Wisconsin
$621K
PTC
54
Private Trust Company
Ohio
$603K
NL
55
NEPC LLC
Massachusetts
$555K
CA
56
Clearstead Advisors
Ohio
$529K
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$522K
FFA
58
Fragasso Financial Advisors
Pennsylvania
$499K
HWM
59
Heirloom Wealth Management
Colorado
$498K
VW
60
Veridan Wealth
Oregon
$470K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$461K
PFM
62
Potomac Fund Management
Florida
$454K
GWM
63
GSB Wealth Management
Connecticut
$412K
Baird Financial Group
64
Baird Financial Group
Wisconsin
$365K
SPIA
65
Steward Partners Investment Advisory
New York
$315K
LWM
66
LJI Wealth Management
Indiana
$284K
RLWM
67
RF&L Wealth Management
Massachusetts
$282K
CFG
68
Citizens Financial Group
Rhode Island
$274K
PI
69
PFG Investments
New York
$270K
AF
70
Abound Financial
California
$270K
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$263K
FTWA
72
Fifth Third Wealth Advisors
Ohio
$255K
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$244K
WB
74
West Bancorporation
Iowa
$242K
CWP
75
Cyndeo Wealth Partners
Florida
$228K