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Xtrackers S&P 500 ESG ETF

110 hedge funds and large institutions have $801M invested in Xtrackers S&P 500 ESG ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
28
Reduced
48
Closed
9
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Shares
Change %
MAC
51
Mason & Associates (California)
California
$755K +$755K +14,972 New
CA
52
Clearstead Advisors
Ohio
$688K +$81.9K +1,624 +14%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$642K
GA
54
Goldstein Advisors
Wisconsin
$607K +$4.03K +80 +0.7%
Jane Street
55
Jane Street
New York
$531K -$851K -16,873 -62%
FA
56
Fermata Advisors
California
$518K +$73.3K +1,454 +16%
NL
57
NEPC LLC
Massachusetts
$466K
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$455K -$6.81K -135 -1%
HWM
59
Heirloom Wealth Management
Colorado
$412K -$11K -219 -3%
AAS
60
Avantax Advisory Services
Texas
$411K
TRCT
61
Tower Research Capital (TRC)
New York
$392K +$263K +5,208 +204%
VW
62
Veridan Wealth
Oregon
$389K -$90.7K -1,798 -19%
PTC
63
Private Trust Company
Ohio
$351K
PFM
64
Potomac Fund Management
Florida
$346K -$37K -802 -10%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$344K +$42.3K +838 +14%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$294K -$50 -1 -0%
HIF
67
Hill Island Financial
Michigan
$282K -$3.43K -68 -1%
FFA
68
Fragasso Financial Advisors
Pennsylvania
$282K +$19.3K +383 +7%
FFA
69
Farther Finance Advisors
California
$282K +$282K +5,555 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$277K -$239K -4,732 -46%
ARC
71
Advisor Resource Council
Texas
$277K +$277K +5,484 New
TI
72
TrueMark Investments
Illinois
$270K +$270K +5,360 New
TSWM
73
Tyler-Stone Wealth Management
Ohio
$238K -$30.5K -604 -11%
RLWM
74
RF&L Wealth Management
Massachusetts
$237K
LWM
75
LJI Wealth Management
Indiana
$234K