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Xtrackers S&P 500 ESG ETF

120 hedge funds and large institutions have $1.21B invested in Xtrackers S&P 500 ESG ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $1.11B → $1.21B (+$108M)

6% more funds holding

Funds holding: 113120 (+7)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

0.9% more ownership

Funds ownership: 51.78%52.68% (+0.9%)

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
40
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$845K -$39.4K -641 -5%
KAS
52
Kestra Advisory Services
Texas
$843K +$15.7K +256 +2%
HWM
53
Heirloom Wealth Management
Colorado
$829K +$305K +4,975 +60%
UBS AM
54
UBS AM
Illinois
$770K +$757K +12,323 New
GA
55
Goldstein Advisors
Wisconsin
$692K +$45.1K +735 +7%
TRCT
56
Tower Research Capital (TRC)
New York
$637K +$414K +6,749 +195%
PTC
57
Private Trust Company
Ohio
$627K
P
58
Palladiem
Pennsylvania
$582K +$573K +9,326 New
NL
59
NEPC LLC
Massachusetts
$577K
FFA
60
Fragasso Financial Advisors
Pennsylvania
$574K +$56.8K +926 +11%
CA
61
Clearstead Advisors
Ohio
$572K +$21.6K +352 +4%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$533K +$53.3K +868 +11%
VW
63
Veridan Wealth
Oregon
$477K -$11.4K -185 -2%
PFM
64
Potomac Fund Management
Florida
$465K -$6.94K -113 -1%
GWM
65
GSB Wealth Management
Connecticut
$456K +$26.8K +437 +6%
WAM
66
Weinberger Asset Management
California
$410K +$403K +6,565 New
Baird Financial Group
67
Baird Financial Group
Wisconsin
$380K
CG
68
Corundum Group
Colorado
$362K +$356K +5,799 New
FTWA
69
Fifth Third Wealth Advisors
Ohio
$338K +$71.8K +1,170 +28%
SPIA
70
Steward Partners Investment Advisory
New York
$333K +$5.65K +92 +2%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$324K -$216K -3,512 -40%
TSS
72
Two Sigma Securities
New York
$313K +$308K +5,013 New
LWM
73
LJI Wealth Management
Indiana
$297K +$1.47K +24 +0.5%
RLWM
74
RF&L Wealth Management
Massachusetts
$293K
RA
75
RFG Advisory
Alabama
$286K +$281K +4,584 New