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Xtrackers S&P 500 ESG ETF

85 hedge funds and large institutions have $512M invested in Xtrackers S&P 500 ESG ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

13% more funds holding

Funds holding: 7585 (+10)

3% more capital invested

Capital invested by funds: $499M → $512M (+$13.4M)

0.91% more ownership

Funds ownership: 43.35%44.25% (+0.91%)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
29
Reduced
31
Closed
5
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
51
Heirloom Wealth Management
Colorado
$424K +$5.62K +117 +1%
RHP
52
Royal Harbor Partners
Texas
$419K +$402K +8,371 New
AAS
53
Avantax Advisory Services
Texas
$410K +$75K +1,562 +24%
FA
54
Fermata Advisors
California
$376K +$29.7K +618 +9%
PTC
55
Private Trust Company
Ohio
$359K -$18K -374 -5%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$329K +$315K +6,566 New
FGAM
57
Financial Gravity Asset Management
Texas
$322K -$318K -6,619 -51%
FFA
58
Fragasso Financial Advisors
Pennsylvania
$300K -$672 -14 -0.2%
HIF
59
Hill Island Financial
Michigan
$264K +$864 +18 +0.3%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$256K -$25.6K -534 -9%
GWM
61
GSB Wealth Management
Connecticut
$247K +$672 +14 +0.3%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$235K
RLWM
63
RF&L Wealth Management
Massachusetts
$235K
LWM
64
LJI Wealth Management
Indiana
$218K +$3.17K +66 +2%
ESB
65
Essex Savings Bank
Connecticut
$201K +$193K +4,011 New
JWM
66
Jupiter Wealth Management
Colorado
$151K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$127K +$72.2K +1,504 +147%
AssetMark Inc
68
AssetMark Inc
California
$117K +$112K +2,329 New
TSWM
69
Tyler-Stone Wealth Management
Ohio
$115K +$14.4K +300 +15%
TWC
70
TD Waterhouse Canada
Ontario, Canada
$109K
NA
71
NewEdge Advisors
Louisiana
$94.8K -$17.4K -363 -16%
AF
72
Advisornet Financial
Minnesota
$93.8K +$48 +1 +0.1%
Nomura Asset Management
73
Nomura Asset Management
Japan
$71.1K +$35.5K +740 +109%
WAM
74
WFA Asset Management
Wisconsin
$64.6K +$240 +5 +0.4%
CWA
75
Carolina Wealth Advisors
South Carolina
$62.3K -$3.79K -79 -6%

SNPE Hedge Fund Activity: Q2 2024 in Review

85 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q2 2024, worth a combined $512M — up 2.7% from $499M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SNPE positions and 5 closed out — a net gain of 10 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $8.43M. The largest seller was WCG Wealth Advisors, cutting an estimated $20.2M.

  • 85 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q2 2024, up from 75 in Q1 2024.
  • Funds reported $512M of Xtrackers S&P 500 ESG ETF stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 15 funds opened new Xtrackers S&P 500 ESG ETF positions in Q2 2024 and 5 closed out, a net change of +10 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q2 2024 was MAI Capital Management, an estimated $8.43M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q2 2024 was WCG Wealth Advisors, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2024.