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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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

13% more funds holding

Funds holding: 7585 (+10)

3% more capital invested

Capital invested by funds: $499M → $512M (+$13.4M)

0.91% more ownership

Funds ownership: 43.35%44.25% (+0.91%)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
1.23%
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 Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$104M +$440K +9,163 +0.4%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$74.7M +$259K +5,400 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$50.3M -$2.37M -49,386 -5%
LPL Financial
4
LPL Financial
California
$29.7M +$562K +11,705 +2%
UBS Group
5
UBS Group
Switzerland
$29.5M -$3.02M -62,801 -10%
WWA
6
WCG Wealth Advisors
Nevada
$27M -$20.2M -421,574 -44%
Bank of America
7
Bank of America
North Carolina
$19.1M +$925K +19,260 +5%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$15.6M -$48.4K -1,009 -0.3%
Ameriprise
9
Ameriprise
Minnesota
$13.8M +$102K +2,134 +0.8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.6M -$55K -1,145 -0.5%
PP
11
Prudential plc
United Kingdom
$9.11M +$1.87M +39,000 +27%
MCM
12
MAI Capital Management
Ohio
$8.79M +$8.43M +175,607 New
AWA
13
Alaska Wealth Advisors
Alaska
$8.36M -$1.06M -22,051 -12%
Principal Financial Group
14
Principal Financial Group
Iowa
$8.25M -$3.19M -66,453 -29%
Wells Fargo
15
Wells Fargo
California
$7.01M +$8.64K +180 +0.1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$6.99M -$45.1K -940 -0.7%
SSWM
17
Sheets Smith Wealth Management
North Carolina
$6.44M -$254K -5,280 -4%
CL
18
Choreo LLC
Illinois
$6.32M +$4.56M +94,888 +306%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.91M -$4.27K -89 -0.1%
OCM
20
One Capital Management
California
$5.84M -$58.5K -1,218 -1%
JF
21
Jump Financial
Illinois
$5.78M +$5.17M +107,597 +1,377%
GWP
22
Gateway Wealth Partners
Wisconsin
$5.09M -$381K -7,940 -7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.88M +$15.6K +325 +0.4%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.42M +$226K +4,707 +7%
GG
25
GenWealth Group
New Jersey
$2.75M -$31.9K -664 -1%

SNPE Hedge Fund Activity: Q2 2024 in Review

85 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q2 2024, worth a combined $512M — up 2.7% from $499M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SNPE positions and 5 closed out — a net gain of 10 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $8.43M. The largest seller was WCG Wealth Advisors, cutting an estimated $20.2M.

  • 85 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q2 2024, up from 75 in Q1 2024.
  • Funds reported $512M of Xtrackers S&P 500 ESG ETF stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 15 funds opened new Xtrackers S&P 500 ESG ETF positions in Q2 2024 and 5 closed out, a net change of +10 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q2 2024 was MAI Capital Management, an estimated $8.43M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q2 2024 was WCG Wealth Advisors, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2024.