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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

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

13% more capital invested

Capital invested by funds: $443M → $499M (+$55.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.1% less ownership

Funds ownership: 45.45%43.35% (-2.1%)

3% less funds holding

Funds holding: 7775 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.08%
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
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$98.7M +$93.3M +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 -$58.6M -1,288,425 -55%
WWA
4
WCG Wealth Advisors
Nevada
$46M -$5.83M -128,118 -12%
UBS Group
5
UBS Group
Switzerland
$31.2M -$4.78M -104,962 -14%
LPL Financial
6
LPL Financial
California
$27.8M +$530K +11,643 +2%
Bank of America
7
Bank of America
North Carolina
$17.3M -$443K -9,737 -3%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$15M -$1.29M -28,324 -8%
Ameriprise
9
Ameriprise
Minnesota
$12.3M +$3.51M +77,134 +39%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.1M -$60.3K -1,326 -0.5%
Principal Financial Group
11
Principal Financial Group
Iowa
$11.1M -$976K -21,436 -8%
AWA
12
Alaska Wealth Advisors
Alaska
$9.05M -$462K -10,159 -5%
PP
13
Prudential plc
United Kingdom
$6.84M +$273K +6,000 +4%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$6.72M -$26K -571 -0.4%
Wells Fargo
15
Wells Fargo
California
$6.69M +$56.1K +1,233 +0.9%
SSWM
16
Sheets Smith Wealth Management
North Carolina
$6.4M -$1M -22,062 -14%
Goldman Sachs
17
Goldman Sachs
New York
$5.74M +$4.78M +104,934 +696%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.66M -$389K -8,549 -7%
OCM
19
One Capital Management
California
$5.64M -$298K -6,556 -5%
GWP
20
Gateway Wealth Partners
Wisconsin
$5.24M -$1.98M -43,429 -28%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.69M +$200K +4,396 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.04M -$48.1K -1,058 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.92M +$44.1K +970 +2%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$2.69M +$707K +15,546 +38%
GG
25
GenWealth Group
New Jersey
$2.66M +$2.53M +55,593 New

SNPE Hedge Fund Activity: Q1 2024 in Review

75 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q1 2024, worth a combined $499M — up 13% from $443M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SNPE and 8 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 30 added.

The largest buyer was JP Morgan Chase, adding an estimated $93.3M. The largest seller was Morgan Stanley, cutting an estimated $58.6M.

  • 75 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q1 2024, down from 77 in Q4 2023.
  • Funds reported $499M of Xtrackers S&P 500 ESG ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 8 funds opened new Xtrackers S&P 500 ESG ETF positions in Q1 2024 and 10 closed out, a net change of -2 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $93.3M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q1 2024 was Morgan Stanley, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2024.