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Xtrackers S&P 500 ESG ETF

111 hedge funds and large institutions have $1.1B 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, 46 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)

46% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 46

Holders
111
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 Buyers

1 +$70.8M
2 +$3.55M
3 +$2.22M
4
I
IMPACTfolio
Colorado
+$1.98M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$1.53M

Top Sellers

1 -$18.4M
2 -$12.9M
3 -$8.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.27M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
76
Ethic Inc
New York
$222K
EI
77
Ellevest Inc
New York
$219K
JWM
78
Jupiter Wealth Management
Colorado
$218K
Kovitz Investment Group Partners
79
Kovitz Investment Group Partners
Illinois
$214K
TRCT
80
Tower Research Capital (TRC)
New York
$207K
FGAM
81
Financial Gravity Asset Management
Texas
$193K
Comerica Bank
82
Comerica Bank
Texas
$181K
AF
83
Advisornet Financial
Minnesota
$143K
MAFA
84
MJT & Associates Financial Advisory
Minnesota
$122K
UFAC
85
Urban Financial Advisory Corp
Illinois
$119K
TWC
86
TD Waterhouse Canada
Ontario, Canada
$118K
NA
87
NewEdge Advisors
Louisiana
$114K
ASN
88
Advisory Services Network
Georgia
$109K
FFA
89
Farther Finance Advisors
California
$85.5K
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$83.7K
Nomura Asset Management
91
Nomura Asset Management
Japan
$75.3K
FPF
92
First Pacific Financial
Washington
$70.1K
WAM
93
WFA Asset Management
Wisconsin
$68.1K
CWA
94
Carolina Wealth Advisors
South Carolina
$56.5K
AWM
95
AE Wealth Management
Kansas
$43.2K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$38K
PMIM
97
Prudent Man Investment Management
Colorado
$29.8K
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$23.2K
WANY
99
Wealthspire Advisors (New York)
New York
$22.5K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$16.7K