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Xtrackers S&P 500 ESG ETF

105 hedge funds and large institutions have $766M invested in Xtrackers S&P 500 ESG ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
29
Reduced
41
Closed
7
Calls
$11K
Puts
$53K
Net Calls
-$42K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
76
Jupiter Wealth Management
Colorado
$159K
T
77
Tidemark
California
$146K -$8.68K -163 -6%
TRCT
78
Tower Research Capital (TRC)
New York
$136K -$484K -9,089 -78%
AssetMark Inc
79
AssetMark Inc
California
$132K -$4.53K -85 -3%
UFAC
80
Urban Financial Advisory Corp
Illinois
$127K +$426 +8 +0.3%
TWC
81
TD Waterhouse Canada
Ontario, Canada
$115K
NA
82
NewEdge Advisors
Louisiana
$101K
AF
83
Advisornet Financial
Minnesota
$75.8K -$32.3K -606 -30%
FPF
84
First Pacific Financial
Washington
$75.4K +$13.4K +251 +22%
WAM
85
WFA Asset Management
Wisconsin
$69.2K +$266 +5 +0.4%
Nomura Asset Management
86
Nomura Asset Management
Japan
$63.9K -$91.6K -1,720 -59%
CWA
87
Carolina Wealth Advisors
South Carolina
$63.6K -$2.66K -50 -4%
PMIM
88
Prudent Man Investment Management
Colorado
$29.8K +$29.8K +559 New
MG
89
Mather Group
Illinois
$23.4K +$9.26K +174 +66%
HI
90
Harbour Investments
Wisconsin
$19.7K
NWMP
91
Noble Wealth Management PBC
Colorado
$18.6K +$18.6K +350 New
EWA
92
EverSource Wealth Advisors
Alabama
$18.3K +$18.3K +343 New
Simplex Trading
93
Simplex Trading
Illinois
$15K
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$14.8K
IWP
95
IAG Wealth Partners
Wisconsin
$13.4K -$4K -75 -23%
EB
96
Eastern Bank
Massachusetts
$11.6K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$9.96K
PMFA
98
Plante Moran Financial Advisors
Michigan
$5.67K +$5.67K +106 New
BL
99
BFSG LLC
California
$4.26K +$4.26K +80 New
Franklin Resources
100
Franklin Resources
California
$4.16K