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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$88.9K
FPF
102
First Pacific Financial
Washington
$73.2K
PMIM
103
Prudent Man Investment Management
Colorado
$66.7K
CWA
104
Carolina Wealth Advisors
South Carolina
$58.8K
AWM
105
AE Wealth Management
Kansas
$53.4K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$39K
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$24.2K
NWMP
108
Noble Wealth Management PBC
Colorado
$21.9K
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$17.4K
IWP
110
IAG Wealth Partners
Wisconsin
$15.7K
TCM
111
Triumph Capital Management
Colorado
$14.7K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$11.7K
SAM
113
Smartleaf Asset Management
Massachusetts
$10.7K
AssetMark Inc
114
AssetMark Inc
California
$10.7K
NS
115
NBC Securities
Alabama
$8.49K
MEG
116
Millstone Evans Group
Colorado
$8.18K
ACA
117
Aptus Capital Advisors
Alabama
$3.12K
AWM
118
Abound Wealth Management
Tennessee
$2.81K
WA
119
WPG Advisers
Maryland
$1.12K
HI
120
Harbour Investments
Wisconsin
$625
Two Sigma Investments
121
Two Sigma Investments
New York
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
I
123
IMPACTfolio
Colorado
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
ASN
125
Advisory Services Network
Georgia