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Xtrackers S&P 500 ESG ETF

105 hedge funds and large institutions have $766M invested in Xtrackers S&P 500 ESG ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

12% more funds holding

Funds holding: 94105 (+11)

9% more capital invested

Capital invested by funds: $702M → $766M (+$64.4M)

1.35% less ownership

Funds ownership: 47.88%46.53% (-1.3%)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

79% less call options, than puts

Call options by funds: $11K | Put options by funds: $53K

Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
29
Reduced
41
Closed
7
Calls
$11K
Puts
$53K
Net Calls
-$42K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$618K -$41.2K -765 -6%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$544K +$11K +204 +2%
VW
53
Veridan Wealth
Oregon
$511K +$512K +9,521 New
NL
54
NEPC LLC
Massachusetts
$492K +$498K +9,245 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$488K -$44.1K -820 -8%
FA
56
Fermata Advisors
California
$470K +$69.3K +1,287 +17%
HWM
57
Heirloom Wealth Management
Colorado
$446K -$5.65K -105 -1%
PFM
58
Potomac Fund Management
Florida
$442K +$447K +8,305 New
AAS
59
Avantax Advisory Services
Texas
$434K
PTC
60
Private Trust Company
Ohio
$371K -$11.7K -218 -3%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$336K +$340K +6,313 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$318K +$60.1K +1,117 +23%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$310K +$646 +12 +0.2%
HIF
64
Hill Island Financial
Michigan
$302K +$20.2K +376 +7%
TSWM
65
Tyler-Stone Wealth Management
Ohio
$284K +$38.1K +708 +15%
FFA
66
Fragasso Financial Advisors
Pennsylvania
$278K -$10.2K -189 -3%
CFG
67
Citizens Financial Group
Rhode Island
$268K +$270K +5,025 New
RLWM
68
RF&L Wealth Management
Massachusetts
$250K
LWM
69
LJI Wealth Management
Indiana
$247K +$15.6K +290 +7%
CWM
70
Congress Wealth Management
Massachusetts
$247K +$34.8K +647 +16%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$242K
GWM
72
GSB Wealth Management
Connecticut
$240K -$22.7K -422 -9%
AF
73
Abound Financial
California
$239K +$242K +4,491 New
GS
74
GTS Securities
New York
$231K -$1.62M -30,142 -87%
FGC
75
Financial Gravity Companies
Texas
$163K

SNPE Hedge Fund Activity: Q4 2024 in Review

105 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q4 2024, worth a combined $766M — up 9.2% from $702M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SNPE positions and 7 closed out — a net gain of 13 holders — while 29 added to existing stakes and 41 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $33.5M. The largest seller was Jump Financial, exiting entirely with an estimated $4.13M sold.

  • 105 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $766M of Xtrackers S&P 500 ESG ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 20 funds opened new Xtrackers S&P 500 ESG ETF positions in Q4 2024 and 7 closed out, a net change of +13 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $33.5M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q4 2024 was Jump Financial, an estimated $4.13M sold.

Based on aggregated 13F filings for Q4 2024.