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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
Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.4%
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
Shares
Change %
AF
51
Allworth Financial
California
$618K -$41.9K -765 -6%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$544K +$10.9K +204 +2%
VW
53
Veridan Wealth
Oregon
$511K +$511K +9,521 New
NL
54
NEPC LLC
Massachusetts
$492K +$492K +9,245 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$488K -$43.7K -820 -8%
FA
56
Fermata Advisors
California
$470K +$68.6K +1,287 +17%
HWM
57
Heirloom Wealth Management
Colorado
$446K -$5.59K -105 -1%
PFM
58
Potomac Fund Management
Florida
$442K +$442K +8,305 New
AAS
59
Avantax Advisory Services
Texas
$434K
PTC
60
Private Trust Company
Ohio
$371K -$11.6K -218 -3%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$336K +$336K +6,313 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$318K +$59.5K +1,117 +23%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$310K +$639 +12 +0.2%
HIF
64
Hill Island Financial
Michigan
$302K +$20K +376 +7%
TSWM
65
Tyler-Stone Wealth Management
Ohio
$284K +$37.7K +708 +15%
FFA
66
Fragasso Financial Advisors
Pennsylvania
$278K -$10.1K -189 -3%
CFG
67
Citizens Financial Group
Rhode Island
$268K +$268K +5,025 New
RLWM
68
RF&L Wealth Management
Massachusetts
$250K
LWM
69
LJI Wealth Management
Indiana
$247K +$15.4K +290 +7%
CWM
70
Congress Wealth Management
Massachusetts
$247K +$34.5K +647 +16%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$242K
GWM
72
GSB Wealth Management
Connecticut
$240K -$22.5K -422 -9%
AF
73
Abound Financial
California
$239K +$239K +4,491 New
GS
74
GTS Securities
New York
$231K -$1.61M -30,142 -87%
FGC
75
Financial Gravity Companies
Texas
$163K