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Xtrackers S&P 500 ESG ETF

77 hedge funds and large institutions have $443M invested in Xtrackers S&P 500 ESG ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
77
Holders Change
+18
Holders Change %
+30.51%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
24
Reduced
21
Closed
3
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
-$34K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$102M 2,343,400 +1,339,670 +133%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$64.6M 1,480,800 -12,000 -0.8%
WWA
3
WCG Wealth Advisors
Nevada
$47.4M 1,089,068 -230,135 -17%
UBS Group
4
UBS Group
Switzerland
$33M 756,784 +6,643 +0.9%
LPL Financial
5
LPL Financial
California
$24.8M 570,495 +7,210 +1%
Bank of America
6
Bank of America
North Carolina
$16.2M 371,056 -10,773 -3%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$14.9M 341,913 -6,801 -2%
PVI
8
Pine Valley Investments
New Jersey
$11.9M 272,573 -28,932 -10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.1M 254,378 +103,562 +69%
Principal Financial Group
10
Principal Financial Group
Iowa
$11M 252,675 +21,851 +9%
AWA
11
Alaska Wealth Advisors
Alaska
$8.68M 199,303 +11,230 +6%
Ameriprise
12
Ameriprise
Minnesota
$8.53M 196,006 +26,230 +15%
SSWM
13
Sheets Smith Wealth Management
North Carolina
$6.79M 155,891 -584 -0.4%
GWP
14
Gateway Wealth Partners
Wisconsin
$6.66M 153,047 +153,047 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$6.14M 141,060 +141,060 New
Wells Fargo
16
Wells Fargo
California
$6.04M 138,693 +27,824 +25%
PP
17
Prudential plc
United Kingdom
$5.96M 137,000 +9,000 +7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.52M 126,792 -808 -0.6%
OCM
19
One Capital Management
California
$5.42M 124,417 +1,197 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.17M 72,724 -406 -0.6%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.82M 64,706 -67,681 -51%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.77M 63,525 +10,354 +19%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.62M 60,154 +23,347 +63%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.53M 58,137 +2,277 +4%
GS
25
GTS Securities
New York
$2.39M 54,902 -59,375 -52%