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Xtrackers S&P 500 ESG ETF

65 hedge funds and large institutions have $285M invested in Xtrackers S&P 500 ESG ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

14% more capital invested

Capital invested by funds: $249M → $285M (+$36.1M)

1.57% more ownership

Funds ownership: 40.51%42.07% (+1.6%)

0% more funds holding

Funds holding: 6565 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
65
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
28
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1
WCG Wealth Advisors
Nevada
$39.8M +$4.09M +117,589 +11%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$29.5M +$695K +20,000 +2%
PI
3
PFS Investments
Georgia
$24.7M +$2.62M +75,498 +12%
Morgan Stanley
4
Morgan Stanley
New York
$24.7M +$4.05M +116,427 +19%
LPL Financial
5
LPL Financial
California
$17.9M +$107K +3,078 +0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17M +$607K +17,456 +4%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$15.9M -$53.5K -1,539 -0.3%
Bank of America
8
Bank of America
North Carolina
$15.6M -$2.94M -84,615 -16%
HI
9
Horizon Investments
North Carolina
$12.8M +$1.12M +32,188 +10%
UBS Group
10
UBS Group
Switzerland
$11.2M -$8.15M -234,306 -42%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.55M +$389K +11,191 +5%
Ameriprise
12
Ameriprise
Minnesota
$7.53M +$354K +10,188 +5%
SSWM
13
Sheets Smith Wealth Management
North Carolina
$6.6M +$239K +6,886 +4%
AWA
14
Alaska Wealth Advisors
Alaska
$6.17M +$1.01M +29,102 +19%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$4.81M +$2.07M +59,520 +75%
Wells Fargo
16
Wells Fargo
California
$4.08M +$3.23M +92,837 +370%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.78M -$115K -3,302 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.13M +$1.05M +30,344 +50%
CGFA
19
Colton Groome Financial Advisors
North Carolina
$2.67M -$497K -14,290 -16%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.48M -$605K -17,404 -19%
Goldman Sachs
21
Goldman Sachs
New York
$2.46M +$601K +17,283 +32%
Jane Street
22
Jane Street
New York
$2.23M -$11.7M -336,413 -84%
CF
23
Cantor Fitzgerald
New York
$1.94M -$97.9K -2,815 -5%
OCM
24
One Capital Management
California
$1.88M -$79.9K -2,297 -4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.76M +$1.77M +50,835 New

SNPE Hedge Fund Activity: Q4 2022 in Review

65 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q4 2022, worth a combined $285M — up 14% from $249M a quarter earlier.

Fund positioning in SNPE was balanced in Q4 2022: 11 funds opened new positions, 11 closed out, 28 added to existing stakes and 21 trimmed.

The largest buyer was WCG Wealth Advisors, adding an estimated $4.09M. The largest seller was Jane Street, cutting an estimated $11.7M.

  • 65 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $285M of Xtrackers S&P 500 ESG ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 11 funds opened new Xtrackers S&P 500 ESG ETF positions in Q4 2022 and 11 closed out, a net change of 0 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q4 2022 was WCG Wealth Advisors, an estimated $4.09M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q4 2022 was Jane Street, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2022.