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Xtrackers S&P 500 ESG ETF

105 hedge funds and large institutions have $1.01B invested in Xtrackers S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
16
Increased
34
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
76
Congress Wealth Management
Massachusetts
$220K
JWM
77
Jupiter Wealth Management
Colorado
$211K +$89.3K +1,537 +74%
EI
78
Ethic Inc
New York
$203K +$203K +3,694 New
EI
79
Ellevest Inc
New York
$202K +$202K +3,649 New
Comerica Bank
80
Comerica Bank
Texas
$185K +$62.8K +1,135 +51%
FGC
81
Financial Gravity Companies
Texas
$169K +$169K +3,061 New
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$151K +$151K +2,725 New
AF
83
Advisornet Financial
Minnesota
$132K +$166 +3 +0.1%
UFAC
84
Urban Financial Advisory Corp
Illinois
$131K +$387 +7 +0.3%
TWC
85
TD Waterhouse Canada
Ontario, Canada
$120K
MAFA
86
MJT & Associates Financial Advisory
Minnesota
$112K -$41.8K -756 -27%
NA
87
NewEdge Advisors
Louisiana
$105K
FFA
88
Farther Finance Advisors
California
$78.7K -$228K -4,131 -74%
FPF
89
First Pacific Financial
Washington
$78.3K +$55 +1 +0.1%
WAM
90
WFA Asset Management
Wisconsin
$64.6K +$250 +5 +0.4%
TPWA
91
Twin Peaks Wealth Advisors
California
$57.9K +$57.9K +1,000 New
CWA
92
Carolina Wealth Advisors
South Carolina
$56.6K -$3.65K -66 -6%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$35K
PMIM
94
Prudent Man Investment Management
Colorado
$29.8K
TRCT
95
Tower Research Capital (TRC)
New York
$22.1K -$407K -7,366 -95%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$21.4K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$15.4K
IWP
98
IAG Wealth Partners
Wisconsin
$13.9K
AssetMark Inc
99
AssetMark Inc
California
$12.4K -$6.69K -121 -35%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$10.3K