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Xtrackers S&P 500 ESG ETF

94 hedge funds and large institutions have $702M invested in Xtrackers S&P 500 ESG ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,100% more call options, than puts

Call options by funds: $110K | Put options by funds: $5K

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $512M → $702M (+$190M)

11% more funds holding

Funds holding: 8594 (+9)

3.62% more ownership

Funds ownership: 44.25%47.88% (+3.6%)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
94
Holders Change
+9
Holders Change %
+10.59%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
32
Reduced
34
Closed
4
Calls
$110K
Puts
$5K
Net Calls
+$105K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$269M +$155M +3,040,445 +147%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$79M +$1.26M +24,700 +2%
Morgan Stanley
3
Morgan Stanley
New York
$50.9M -$1.95M -38,390 -4%
UBS Group
4
UBS Group
Switzerland
$30.1M -$866K -17,029 -3%
LPL Financial
5
LPL Financial
California
$29.3M -$1.84M -36,161 -6%
WWA
6
WCG Wealth Advisors
Nevada
$23.9M -$4.35M -85,561 -16%
Ameriprise
7
Ameriprise
Minnesota
$23.1M +$8.33M +163,766 +59%
Bank of America
8
Bank of America
North Carolina
$20.2M +$231K +4,541 +1%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$15.6M -$779K -15,320 -5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$13.2M -$16.6K -326 -0.1%
Two Sigma Investments
11
Two Sigma Investments
New York
$11.1M +$10.7M +210,400 New
Principal Financial Group
12
Principal Financial Group
Iowa
$10.1M +$1.43M +28,122 +17%
AWA
13
Alaska Wealth Advisors
Alaska
$8.78M -$4.93K -97 -0.1%
MCM
14
MAI Capital Management
Ohio
$8.54M -$670K -13,171 -8%
PP
15
Prudential plc
United Kingdom
$8.1M -$1.42M -28,000 -15%
Wells Fargo
16
Wells Fargo
California
$7.15M -$212K -4,166 -3%
CL
17
Choreo LLC
Illinois
$6.52M -$28.6K -563 -0.4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6.47M +$249K +4,895 +4%
SSWM
19
Sheets Smith Wealth Management
North Carolina
$6.09M -$651K -12,801 -10%
OCM
20
One Capital Management
California
$5.83M -$293K -5,773 -5%
GWP
21
Gateway Wealth Partners
Wisconsin
$5.35M +$4.42K +87 +0.1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.24M +$162K +3,191 +4%
JF
23
Jump Financial
Illinois
$4.13M -$1.87M -36,807 -32%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.69M +$817K +16,070 +30%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$3.65M +$805K +15,844 +30%

SNPE Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P 500 ESG ETF (SNPE) for Q3 2024, worth a combined $702M — up 37% from $512M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SNPE positions and 4 closed out — a net gain of 11 holders — while 32 added to existing stakes and 34 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $4.87M.

  • 94 institutional investors held Xtrackers S&P 500 ESG ETF (SNPE) as of Q3 2024, up from 85 in Q2 2024.
  • Funds reported $702M of Xtrackers S&P 500 ESG ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 15 funds opened new Xtrackers S&P 500 ESG ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
  • The largest Xtrackers S&P 500 ESG ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $155M added.
  • The largest Xtrackers S&P 500 ESG ETF seller in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $4.87M sold.

Based on aggregated 13F filings for Q3 2024.