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Xtrackers S&P 500 ESG ETF

38 hedge funds and large institutions have $145M invested in Xtrackers S&P 500 ESG ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

81% more funds holding

Funds holding: 2138 (+17)

8% more capital invested

Capital invested by funds: $134M → $145M (+$11.2M)

13.48% less ownership

Funds ownership: 49.4%35.92% (-13%)

Holders
38
Holders Change
+17
Holders Change %
+80.95%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
14
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
PFS Investments
Georgia
$47.4M -$147K -4,696 -0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.2M +$1.64M +52,492 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.4M +$1.23M +39,440 +12%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$12M +$418K +13,358 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.69M +$281K +8,982 +4%
P
6
Palladiem
Pennsylvania
$6.17M +$5.88M +187,783 New
SSWM
7
Sheets Smith Wealth Management
North Carolina
$6.11M +$22.9K +731 +0.4%
LPL Financial
8
LPL Financial
California
$4.05M -$54K -1,725 -1%
FFS
9
Founders Financial Securities
Maryland
$3.59M +$3.42M +109,406 New
AS
10
Altshuler Shaham
Israel
$3.44M +$3.28M +104,810 New
AWA
11
Alaska Wealth Advisors
Alaska
$2.71M +$165K +5,267 +7%
TFA
12
Tranquilli Financial Advisor
New Jersey
$2.54M +$2.42M +77,332 New
Bank of America
13
Bank of America
North Carolina
$2.17M +$933K +29,822 +83%
Ameriprise
14
Ameriprise
Minnesota
$2.15M +$2.05M +65,444 New
UBS Group
15
UBS Group
Switzerland
$2.02M +$1.59M +50,834 +477%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.26M +$171K +5,462 +17%
Morgan Stanley
17
Morgan Stanley
New York
$934K +$797K +25,474 +855%
Citadel Advisors
18
Citadel Advisors
Florida
$544K +$518K +16,558 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$492K +$469K +14,991 New
PAG
20
Pinnacle Advisory Group
Maryland
$394K +$376K +12,010 New
CFIA
21
Cantor Fitzgerald Investment Advisors
New York
$268K +$13K +415 +5%
SWP
22
Stratos Wealth Partners
Ohio
$254K +$242K +7,729 New
FFN
23
Focus Financial Network
Minnesota
$236K +$6.45K +206 +3%
AAS
24
Avantax Advisory Services
Texas
$235K +$223K +7,142 New
IWP
25
Insight Wealth Partners
Texas
$230K +$219K +6,991 New

SNPE Hedge Fund Activity: Q4 2020 in Review

38 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q4 2020, worth a combined $145M — up 8.4% from $134M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SNPE positions and 2 closed out — a net gain of 17 holders — while 14 added to existing stakes and 2 trimmed.

The largest buyer was Founders Financial Securities, opening a new position worth an estimated $3.42M. The largest seller was Horizon Investments, exiting entirely with an estimated $27.8M sold.

  • 38 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q4 2020, up from 21 in Q3 2020.
  • Funds reported $145M of Xtrackers S&P 500 ESG ETF stock for Q4 2020, up 8.4% quarter-over-quarter.
  • 19 funds opened new Xtrackers S&P 500 ESG ETF positions in Q4 2020 and 2 closed out, a net change of +17 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q4 2020 was Founders Financial Securities, an estimated $3.42M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q4 2020 was Horizon Investments, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2020.