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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
Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
1.24%
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
Shares
Change %
HWM
51
Heirloom Wealth Management
Colorado
$424K +$5.86K +117 +1%
RHP
52
Royal Harbor Partners
Texas
$419K +$419K +8,371 New
AAS
53
Avantax Advisory Services
Texas
$410K +$78.2K +1,562 +24%
FA
54
Fermata Advisors
California
$376K +$30.9K +618 +9%
PTC
55
Private Trust Company
Ohio
$359K -$18.7K -374 -5%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$329K +$329K +6,566 New
FGAM
57
Financial Gravity Asset Management
Texas
$322K -$331K -6,619 -51%
FFA
58
Fragasso Financial Advisors
Pennsylvania
$300K -$701 -14 -0.2%
HIF
59
Hill Island Financial
Michigan
$264K +$901 +18 +0.3%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$256K -$26.7K -534 -9%
GWM
61
GSB Wealth Management
Connecticut
$247K +$701 +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 +$3.3K +66 +2%
ESB
65
Essex Savings Bank
Connecticut
$201K +$201K +4,011 New
JWM
66
Jupiter Wealth Management
Colorado
$151K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$127K +$75.3K +1,504 +147%
AssetMark Inc
68
AssetMark Inc
California
$117K +$117K +2,329 New
TSWM
69
Tyler-Stone Wealth Management
Ohio
$115K +$15K +300 +15%
TWC
70
TD Waterhouse Canada
Ontario, Canada
$109K
NA
71
NewEdge Advisors
Louisiana
$94.8K -$18.2K -363 -16%
AF
72
Advisornet Financial
Minnesota
$93.8K +$50 +1 +0.1%
Nomura Asset Management
73
Nomura Asset Management
Japan
$71.1K +$37K +740 +109%
WAM
74
WFA Asset Management
Wisconsin
$64.6K +$250 +5 +0.4%
CWA
75
Carolina Wealth Advisors
South Carolina
$62.3K -$3.96K -79 -6%