Xtrackers S&P 500 ESG ETF
SNPE
77 hedge funds and large institutions have $443M invested in Xtrackers S&P 500 ESG ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more capital invested
Capital invested by funds: $334M → $443M (+$110M)
31% more funds holding
Funds holding: 59 → 77 (+18)
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
6.27% more ownership
Funds ownership: 39.17% → 45.45% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$54.8M |
| 2 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$6.26M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.77M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.24M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$9.42M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.77M |
| 3 |
GS
GTS Securities
New York
|
-$2.43M |
| 4 |
CF
Cantor Fitzgerald
New York
|
-$1.76M |
| 5 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
76
Tradewinds Capital Management
Bellingham,
Washington
| $828 | – | – | – |
|
77
US Bancorp
Minneapolis,
Minnesota
| $174 | – | – | – |
|
|
CF
78
Cantor Fitzgerald
New York
| – | -$1.76M | -44,926 | Closed |
|
|
PCM
79
Penserra Capital Management
Orinda,
California
| – | -$7K | -179 | Closed |
|
|
HT
80
Headlands Technologies
Chicago,
Illinois
| – | -$3.92K | -100 | Closed |
|
SNPE Hedge Fund Activity: Q4 2023 in Review
77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q4 2023, worth a combined $443M — up 33% from $334M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SNPE positions and 3 closed out — a net gain of 19 holders — while 24 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $54.8M. The largest seller was WCG Wealth Advisors, cutting an estimated $9.42M.
- 77 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q4 2023, up from 59 in Q3 2023.
- Funds reported $443M of Xtrackers S&P 500 ESG ETF stock for Q4 2023, up 33% quarter-over-quarter.
- 22 funds opened new Xtrackers S&P 500 ESG ETF positions in Q4 2023 and 3 closed out, a net change of +19 holders.
- The largest Xtrackers S&P 500 ESG ETF buyer in Q4 2023 was Morgan Stanley, an estimated $54.8M added.
- The largest Xtrackers S&P 500 ESG ETF seller in Q4 2023 was WCG Wealth Advisors, an estimated $9.42M sold.
Based on aggregated 13F filings for Q4 2023.