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Xtrackers S&P 500 ESG ETF

56 hedge funds and large institutions have $330M invested in Xtrackers S&P 500 ESG ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
28
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HI
1
Horizon Investments
North Carolina
$77.4M 2,038,619 -98,854 -5%
PI
2
PFS Investments
Georgia
$63M 1,497,277 +34,851 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.6M 858,962 +37,404 +5%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$23.5M 620,000 +255,000 +70%
Bank of America
5
Bank of America
North Carolina
$20.6M 542,549 +134,863 +33%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15.8M 415,773 +19,729 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.3M 351,175 +19,228 +6%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$13.3M 351,107 -19,708 -5%
SSWM
9
Sheets Smith Wealth Management
North Carolina
$7.12M 187,563 +1,125 +0.6%
ARG
10
Advisory Resource Group
Oklahoma
$7M 184,485 +7,918 +4%
LPL Financial
11
LPL Financial
California
$6.69M 176,174 +21,035 +14%
CGFA
12
Colton Groome Financial Advisors
North Carolina
$6.67M 175,582 +14,329 +9%
Morgan Stanley
13
Morgan Stanley
New York
$5.7M 150,212 +74,084 +97%
AS
14
Altshuler Shaham
Israel
$4.36M 114,267 -50,000 -30%
AWA
15
Alaska Wealth Advisors
Alaska
$3.94M 103,839 +5,220 +5%
FFS
16
Founders Financial Securities
Maryland
$3.19M 83,922 -26,550 -24%
TFA
17
Tranquilli Financial Advisor
New Jersey
$2.99M 78,798 -687 -0.9%
KAS
18
Kestra Advisory Services
Texas
$2.47M 65,119 +3,331 +5%
UBS Group
19
UBS Group
Switzerland
$2.42M 63,738 +1,299 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.03M 53,437 +4,846 +10%
CFIA
21
Cantor Fitzgerald Investment Advisors
New York
$1.93M 50,826 +6,072 +14%
P
22
Palladiem
Pennsylvania
$1.89M 49,745 +14,800 +42%
SWP
23
Stratos Wealth Partners
Ohio
$1.76M 46,369 +11,859 +34%
JF
24
Jump Financial
Illinois
$1.73M 45,675 -2,951 -6%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.63M 43,006 +23,468 +120%