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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
FA
51
Fermata Advisors
California
$330K +$728 +16 +0.2%
AAS
52
Avantax Advisory Services
Texas
$317K
FFA
53
Fragasso Financial Advisors
Pennsylvania
$288K +$819 +18 +0.3%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$270K +$257K +5,648 New
HIF
55
Hill Island Financial
Michigan
$252K +$546 +12 +0.2%
GWM
56
GSB Wealth Management
Connecticut
$235K +$410 +9 +0.2%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$225K
RLWM
58
RF&L Wealth Management
Massachusetts
$225K
LWM
59
LJI Wealth Management
Indiana
$205K +$195K +4,280 New
JWM
60
Jupiter Wealth Management
Colorado
$141K
NA
61
NewEdge Advisors
Louisiana
$108K
TWC
62
TD Waterhouse Canada
Ontario, Canada
$103K
TSWM
63
Tyler-Stone Wealth Management
Ohio
$96K +$91.3K +2,007 New
AF
64
Advisornet Financial
Minnesota
$89.5K +$91 +2 +0.1%
CWA
65
Carolina Wealth Advisors
South Carolina
$63.3K
WAM
66
WFA Asset Management
Wisconsin
$61.5K +$137 +3 +0.2%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$49.1K +$33.7K +740 +259%
Nomura Asset Management
68
Nomura Asset Management
Japan
$32.5K -$192K -4,220 -86%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$30.2K -$147K -3,220 -84%
IWP
70
IAG Wealth Partners
Wisconsin
$28K
HI
71
Horizon Investments
North Carolina
$18.9K -$273 -6 -1%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$13.3K
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$11.4K +$10.8K +238 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$8.94K -$3.05K -67 -26%
TCM
75
Tradewinds Capital Management
Washington
$909

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.