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Xtrackers S&P 500 ESG ETF

63 hedge funds and large institutions have $325M invested in Xtrackers S&P 500 ESG ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
26
Closed
6
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$60.3M 1,492,800 +582,800 +64%
WWA
2
WCG Wealth Advisors
Nevada
$48.2M 1,189,902 +39,005 +3%
Morgan Stanley
3
Morgan Stanley
New York
$37.8M 930,037 +293,406 +46%
UBS Group
4
UBS Group
Switzerland
$30.1M 741,388 -4,141 -0.6%
LPL Financial
5
LPL Financial
California
$21.1M 520,125 +794 +0.2%
Bank of America
6
Bank of America
North Carolina
$15.8M 388,696 +24,724 +7%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$13.9M 343,345 -23,273 -6%
PVI
8
Pine Valley Investments
New Jersey
$12.6M 309,367 -7,235 -2%
AWA
9
Alaska Wealth Advisors
Alaska
$7.93M 195,351 +10,335 +6%
Ameriprise
10
Ameriprise
Minnesota
$6.79M 167,486 -67,026 -29%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$6.36M 156,667 -21,609 -12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.07M 149,558 +6,367 +4%
Principal Financial Group
13
Principal Financial Group
Iowa
$5.98M 147,142
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$5.21M 128,342 -7,216 -5%
OCM
15
One Capital Management
California
$4.58M 112,864 +70,685 +168%
Wells Fargo
16
Wells Fargo
California
$4.35M 107,056 -8,206 -7%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$3.64M 90,803 +21,763 +32%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.08M 75,796 +5,140 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.06M 75,326 -1,728 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.81M 69,280 +28,901 +72%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.59M 63,717 -3,038 -5%
CF
22
Cantor Fitzgerald
New York
$1.88M 46,222 -233 -0.5%
PP
23
Prudential plc
United Kingdom
$1.58M 39,000 +17,300 +80%
SWP
24
Stratos Wealth Partners
Ohio
$1.58M 38,903 -178 -0.5%
OPS
25
Orion Portfolio Solutions
Nebraska
$1.57M 38,548 +5,294 +16%