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Xtrackers S&P 500 ESG ETF
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Overview Fund Activity

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.

Holders
94
Holders Change
+9
Holders Change %
+10.59%
% of All Funds
1.36%
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

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$269M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$11.1M
3
Ameriprise
3
Ameriprise
Minnesota
$23.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.26M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$10.1M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$2.3M
2
WWA
2
WCG Wealth Advisors
Nevada
$23.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.9M
4
JF
4
Jump Financial
Illinois
$4.13M
5
LPL Financial
5
LPL Financial
California
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Optiver Holding
51
Optiver Holding
Netherlands
$583K +$583K +11,088 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$527K -$1.41M -26,884 -73%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$525K -$10.2K -193 -2%
CA
54
Clearstead Advisors
Ohio
$519K -$52.5K -999 -9%
KeyBank National Association
55
KeyBank National Association
Ohio
$471K +$471K +8,950 New
HWM
56
Heirloom Wealth Management
Colorado
$446K +$946 +18 +0.2%
AAS
57
Avantax Advisory Services
Texas
$428K -$2.16K -41 -0.5%
FA
58
Fermata Advisors
California
$396K +$1.16K +22 +0.3%
PTC
59
Private Trust Company
Ohio
$378K – – –
Bank of New York Mellon
60
Bank of New York Mellon
New York
$306K +$306K +5,812 New
FFA
61
Fragasso Financial Advisors
Pennsylvania
$284K -$31.3K -596 -10%
HIF
62
Hill Island Financial
Michigan
$278K +$789 +15 +0.3%
GWM
63
GSB Wealth Management
Connecticut
$259K -$473 -9 -0.2%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$256K +$123K +2,331 +92%
RLWM
65
RF&L Wealth Management
Massachusetts
$247K – – –
TSWM
66
Tyler-Stone Wealth Management
Ohio
$243K +$122K +2,314 +100%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$239K -$8.62K -164 -3%
LWM
68
LJI Wealth Management
Indiana
$229K – – –
CWM
69
Congress Wealth Management
Massachusetts
$209K +$209K +3,982 New
FGC
70
Financial Gravity Companies
Texas
$161K +$161K +3,055 New
JWM
71
Jupiter Wealth Management
Colorado
$157K – – –
Nomura Asset Management
72
Nomura Asset Management
Japan
$154K +$78.9K +1,500 +106%
T
73
Tidemark
California
$152K +$152K +2,896 New
AssetMark Inc
74
AssetMark Inc
California
$135K +$12.4K +236 +10%
UFAC
75
Urban Financial Advisory Corp
Illinois
$125K +$125K +2,375 New
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