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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
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
Shares
Change %
PI
1
PFS Investments
Georgia
$47.4M -$156K -4,696 -0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.2M +$1.72M +52,492 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.4M +$1.3M +39,440 +12%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$12M +$439K +13,358 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.69M +$295K +8,982 +4%
P
6
Palladiem
Pennsylvania
$6.17M +$6.17M +187,783 New
SSWM
7
Sheets Smith Wealth Management
North Carolina
$6.11M +$24K +731 +0.4%
LPL Financial
8
LPL Financial
California
$4.06M -$56.7K -1,725 -1%
FFS
9
Founders Financial Securities
Maryland
$3.59M +$3.59M +109,406 New
AS
10
Altshuler Shaham
Israel
$3.44M +$3.44M +104,810 New
AWA
11
Alaska Wealth Advisors
Alaska
$2.71M +$173K +5,267 +7%
TFA
12
Tranquilli Financial Advisor
New Jersey
$2.54M +$2.54M +77,332 New
Bank of America
13
Bank of America
North Carolina
$2.17M +$980K +29,822 +83%
Ameriprise
14
Ameriprise
Minnesota
$2.15M +$2.15M +65,444 New
UBS Group
15
UBS Group
Switzerland
$2.02M +$1.67M +50,834 +477%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.26M +$179K +5,462 +17%
Morgan Stanley
17
Morgan Stanley
New York
$934K +$836K +25,474 +855%
Citadel Advisors
18
Citadel Advisors
Florida
$544K +$544K +16,558 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$492K +$492K +14,991 New
PAG
20
Pinnacle Advisory Group
Maryland
$394K +$394K +12,010 New
CFIA
21
Cantor Fitzgerald Investment Advisors
New York
$268K +$13.6K +415 +5%
SWP
22
Stratos Wealth Partners
Ohio
$254K +$254K +7,729 New
FFN
23
Focus Financial Network
Minnesota
$236K +$6.77K +206 +3%
AAS
24
Avantax Advisory Services
Texas
$235K +$235K +7,142 New
IWP
25
Insight Wealth Partners
Texas
$230K +$230K +6,991 New