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Xtrackers S&P 500 ESG ETF

85 hedge funds and large institutions have $512M invested in Xtrackers S&P 500 ESG ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
29
Reduced
31
Closed
5
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$104M 2,072,067 +9,163 +0.4%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$74.7M 1,486,200 +5,400 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$50.3M 1,005,589 -49,386 -5%
LPL Financial
4
LPL Financial
California
$29.7M 593,843 +11,705 +2%
UBS Group
5
UBS Group
Switzerland
$29.5M 589,021 -62,801 -10%
WWA
6
WCG Wealth Advisors
Nevada
$27M 539,376 -421,574 -44%
Bank of America
7
Bank of America
North Carolina
$19.1M 380,579 +19,260 +5%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$15.6M 312,580 -1,009 -0.3%
Ameriprise
9
Ameriprise
Minnesota
$13.8M 275,274 +2,134 +0.8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.6M 251,907 -1,145 -0.5%
PP
11
Prudential plc
United Kingdom
$9.11M 182,000 +39,000 +27%
MCM
12
MAI Capital Management
Ohio
$8.79M 175,607 +175,607 New
AWA
13
Alaska Wealth Advisors
Alaska
$8.36M 167,093 -22,051 -12%
Principal Financial Group
14
Principal Financial Group
Iowa
$8.25M 164,786 -66,453 -29%
Wells Fargo
15
Wells Fargo
California
$7.01M 140,106 +180 +0.1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$6.99M 139,549 -940 -0.7%
SSWM
17
Sheets Smith Wealth Management
North Carolina
$6.44M 128,549 -5,280 -4%
CL
18
Choreo LLC
Illinois
$6.32M 125,943 +94,888 +306%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.91M 118,154 -89 -0.1%
OCM
20
One Capital Management
California
$5.84M 116,643 -1,218 -1%
JF
21
Jump Financial
Illinois
$5.78M 115,410 +107,597 +1,377%
GWP
22
Gateway Wealth Partners
Wisconsin
$5.09M 101,678 -7,940 -7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.88M 77,445 +325 +0.4%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.42M 68,355 +4,707 +7%
GG
25
GenWealth Group
New Jersey
$2.75M 54,929 -664 -1%