We are live on ! Find out more
SNPE icon

Xtrackers S&P 500 ESG ETF
SNPE

16 hedge funds and large institutions have $92.9M invested in Xtrackers S&P 500 ESG ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

60% more funds holding

Funds holding: 10 → 16 (+6)

39% more capital invested

Capital invested by funds: $66.8M → $92.9M (+$26.1M)

2.41% more ownership

Funds ownership: 84.1% → 86.51% (+2.4%)

Holders
16
Holders Change
+6
Holders Change %
+60%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$15M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$988K
3
AWA
Alaska Wealth Advisors
Alaska
+$964K
4
AG
Advisor Group
Arizona
+$633K
5
PI
PFS Investments
Georgia
+$467K

Top Sellers

Rank Fund Capital Flow
1
FAAS
First Allied Advisory Services
California
-$109K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$42.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1
PFS Investments
Georgia
$43.3M +$467K +17,514 +1%
HI
2
Horizon Investments
North Carolina
$23M +$15M +564,227 +216%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.1M +$988K +37,073 +7%
AG
4
Advisor Group
Arizona
$5.3M +$633K +23,754 +14%
FFS
5
Founders Financial Securities
Maryland
$3.53M +$75K +2,816 +2%
AWA
6
Alaska Wealth Advisors
Alaska
$1.01M +$964K +36,180 New
Citadel Advisors
7
Citadel Advisors
Florida
$474K +$452K +16,979 New
LPL Financial
8
LPL Financial
California
$417K +$188K +7,064 +89%
Jane Street
9
Jane Street
New York
$381K +$364K +13,677 New
Stifel Financial
10
Stifel Financial
Missouri
$224K +$212K +7,942 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$78K -$42.6K -1,600 -36%
Bank of America
12
Bank of America
North Carolina
$37K +$35.2K +1,320 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$35K +$3.12K +117 +10%
IWP
14
IAG Wealth Partners
Wisconsin
$21K +$19.2K +719 New
FHA
15
First Horizon Advisors
Tennessee
$8K +$27 +1 +0.3%
UBS Group
16
UBS Group
Switzerland
$1K +$1.12K +42 New
FAAS
17
First Allied Advisory Services
California
– -$109K -4,309 Closed

SNPE Hedge Fund Activity: Q4 2019 in Review

16 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q4 2019, worth a combined $92.9M — up 39% from $66.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SNPE positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Horizon Investments, adding an estimated $15M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $109K sold.

  • 16 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q4 2019, up from 10 in Q3 2019.
  • Funds reported $92.9M of Xtrackers S&P 500 ESG ETF stock for Q4 2019, up 39% quarter-over-quarter.
  • 7 funds opened new Xtrackers S&P 500 ESG ETF positions in Q4 2019 and 1 closed out, a net change of +6 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q4 2019 was Horizon Investments, an estimated $15M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q4 2019 was First Allied Advisory Services, an estimated $109K sold.

Based on aggregated 13F filings for Q4 2019.