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Xtrackers S&P 500 ESG ETF

94 hedge funds and large institutions have $702M invested in Xtrackers S&P 500 ESG ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,100% more call options, than puts

Call options by funds: $110K | Put options by funds: $5K

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $512M → $702M (+$190M)

11% more funds holding

Funds holding: 8594 (+9)

3.62% more ownership

Funds ownership: 44.25%47.88% (+3.6%)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
94
Holders Change
+9
Holders Change %
+10.59%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
32
Reduced
34
Closed
4
Calls
$110K
Puts
$5K
Net Calls
+$105K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
51
Optiver Holding
Netherlands
$583K +$564K +11,088 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$527K -$1.37M -26,884 -73%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$525K -$9.81K -193 -2%
CA
54
Clearstead Advisors
Ohio
$519K -$50.8K -999 -9%
KeyBank National Association
55
KeyBank National Association
Ohio
$471K +$455K +8,950 New
HWM
56
Heirloom Wealth Management
Colorado
$446K +$915 +18 +0.2%
AAS
57
Avantax Advisory Services
Texas
$428K -$2.08K -41 -0.5%
FA
58
Fermata Advisors
California
$396K +$1.12K +22 +0.3%
PTC
59
Private Trust Company
Ohio
$378K
Bank of New York Mellon
60
Bank of New York Mellon
New York
$306K +$295K +5,812 New
FFA
61
Fragasso Financial Advisors
Pennsylvania
$284K -$30.3K -596 -10%
HIF
62
Hill Island Financial
Michigan
$278K +$763 +15 +0.3%
GWM
63
GSB Wealth Management
Connecticut
$259K -$458 -9 -0.2%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$256K +$119K +2,331 +92%
RLWM
65
RF&L Wealth Management
Massachusetts
$247K
TSWM
66
Tyler-Stone Wealth Management
Ohio
$243K +$118K +2,314 +100%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$239K -$8.34K -164 -3%
LWM
68
LJI Wealth Management
Indiana
$229K
CWM
69
Congress Wealth Management
Massachusetts
$209K +$202K +3,982 New
FGC
70
Financial Gravity Companies
Texas
$161K +$155K +3,055 New
JWM
71
Jupiter Wealth Management
Colorado
$157K
Nomura Asset Management
72
Nomura Asset Management
Japan
$154K +$76.3K +1,500 +106%
T
73
Tidemark
California
$152K +$147K +2,896 New
AssetMark Inc
74
AssetMark Inc
California
$135K +$12K +236 +10%
UFAC
75
Urban Financial Advisory Corp
Illinois
$125K +$121K +2,375 New

SNPE Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q3 2024, worth a combined $702M — up 37% from $512M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SNPE positions and 4 closed out — a net gain of 11 holders — while 32 added to existing stakes and 34 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $4.87M.

  • 94 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q3 2024, up from 85 in Q2 2024.
  • Funds reported $702M of Xtrackers S&P 500 ESG ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 15 funds opened new Xtrackers S&P 500 ESG ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $155M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $4.87M sold.

Based on aggregated 13F filings for Q3 2024.