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Xtrackers S&P 500 ESG ETF

75 hedge funds and large institutions have $499M invested in Xtrackers S&P 500 ESG ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
30
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$98.7M +$98.1M +2,050,719 +16,830%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$70.8M
Morgan Stanley
3
Morgan Stanley
New York
$50.5M -$61.6M -1,288,425 -55%
WWA
4
WCG Wealth Advisors
Nevada
$46M -$6.13M -128,118 -12%
UBS Group
5
UBS Group
Switzerland
$31.2M -$5.02M -104,962 -14%
LPL Financial
6
LPL Financial
California
$27.8M +$557K +11,643 +2%
Bank of America
7
Bank of America
North Carolina
$17.3M -$466K -9,737 -3%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$15M -$1.35M -28,324 -8%
Ameriprise
9
Ameriprise
Minnesota
$12.3M +$3.47M +77,134 +39%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.1M -$63.4K -1,326 -0.5%
Principal Financial Group
11
Principal Financial Group
Iowa
$11.1M -$1.03M -21,436 -8%
AWA
12
Alaska Wealth Advisors
Alaska
$9.05M -$486K -10,159 -5%
PP
13
Prudential plc
United Kingdom
$6.84M +$287K +6,000 +4%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$6.72M -$27.3K -571 -0.4%
Wells Fargo
15
Wells Fargo
California
$6.69M +$59K +1,233 +0.9%
SSWM
16
Sheets Smith Wealth Management
North Carolina
$6.4M -$1.06M -22,062 -14%
Goldman Sachs
17
Goldman Sachs
New York
$5.74M +$5.02M +104,934 +696%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.66M -$409K -8,549 -7%
OCM
19
One Capital Management
California
$5.64M -$314K -6,556 -5%
GWP
20
Gateway Wealth Partners
Wisconsin
$5.24M -$2.08M -43,429 -28%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.69M +$210K +4,396 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.04M -$50.6K -1,058 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.92M +$46.4K +970 +2%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$2.69M +$743K +15,546 +38%
GG
25
GenWealth Group
New Jersey
$2.66M +$2.66M +55,593 New