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Xtrackers S&P 500 ESG ETF

113 hedge funds and large institutions have $1.11B invested in Xtrackers S&P 500 ESG ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 48

Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$17.6M
2 -$12.4M
3 -$8.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.18M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sonoma Allocations
California
$883K
Renaissance Technologies
52
Renaissance Technologies
New York
$858K
BCI
53
Brinker Capital Investments
Pennsylvania
$851K
KAS
54
Kestra Advisory Services
Texas
$795K
GA
55
Goldstein Advisors
Wisconsin
$621K
PTC
56
Private Trust Company
Ohio
$603K
NL
57
NEPC LLC
Massachusetts
$555K
CA
58
Clearstead Advisors
Ohio
$529K
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$522K
FFA
60
Fragasso Financial Advisors
Pennsylvania
$499K
HWM
61
Heirloom Wealth Management
Colorado
$498K
VW
62
Veridan Wealth
Oregon
$470K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$461K
PFM
64
Potomac Fund Management
Florida
$454K
GWM
65
GSB Wealth Management
Connecticut
$412K
Baird Financial Group
66
Baird Financial Group
Wisconsin
$365K
SPIA
67
Steward Partners Investment Advisory
New York
$315K
LWM
68
LJI Wealth Management
Indiana
$284K
RLWM
69
RF&L Wealth Management
Massachusetts
$282K
CFG
70
Citizens Financial Group
Rhode Island
$274K
PI
71
PFG Investments
New York
$270K
AF
72
Abound Financial
California
$270K
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$263K
FTWA
74
Fifth Third Wealth Advisors
Ohio
$255K
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$244K