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Xtrackers S&P 500 ESG ETF

61 hedge funds and large institutions have $258M invested in Xtrackers S&P 500 ESG ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% 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
11
Increased
19
Reduced
24
Closed
15
Calls
$37K
Puts
$15K
Net Calls
+$22K
Net Calls Change
+$22K
Name Market Value Shares Shares
Change
Shares
Change %
WWA
1
WCG Wealth Advisors
Nevada
$42.8M 1,150,897 +312 +0%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$33.6M 910,000 +58,000 +7%
UBS Group
3
UBS Group
Switzerland
$27.7M 745,529 +422,478 +131%
Morgan Stanley
4
Morgan Stanley
New York
$23.7M 636,631 -78,449 -11%
LPL Financial
5
LPL Financial
California
$19.3M 519,331 +1,634 +0.3%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$13.6M 366,618 -94,567 -21%
Bank of America
7
Bank of America
North Carolina
$13.5M 363,972 -86,273 -19%
PVI
8
Pine Valley Investments
New Jersey
$11.9M 316,602 +316,602 New
Ameriprise
9
Ameriprise
Minnesota
$8.21M 234,512 +16,685 +8%
AWA
10
Alaska Wealth Advisors
Alaska
$6.88M 185,016 +6,349 +4%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$6.63M 178,276 -12,580 -7%
Principal Financial Group
12
Principal Financial Group
Iowa
$5.47M 147,142 +147,142 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.33M 143,191 +33,735 +31%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$5.04M 135,558 -3,689 -3%
Wells Fargo
15
Wells Fargo
California
$4.29M 115,262 -2,700 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.87M 77,054 -413,406 -84%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.63M 70,656 -1,244 -2%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$2.53M 69,040 +36,973 +115%
JF
19
Jump Financial
Illinois
$2.01M 54,001 +35,382 +190%
CF
20
Cantor Fitzgerald
New York
$1.73M 46,455 -9,689 -17%
OCM
21
One Capital Management
California
$1.57M 42,179 -12,334 -23%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.5M 40,379 -177,921 -82%
SWP
23
Stratos Wealth Partners
Ohio
$1.45M 39,081 -4,771 -11%
P
24
Palladiem
Pennsylvania
$1.4M 37,545 +2,630 +8%
Citadel Advisors
25
Citadel Advisors
Florida
$1.25M 33,742 +33,742 New