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Xtrackers S&P 500 ESG ETF

105 hedge funds and large institutions have $1.01B invested in Xtrackers S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
16
Increased
34
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$287M -$24.9M -450,145 -8%
Morgan Stanley
2
Morgan Stanley
New York
$208M +$54.3M +982,180 +35%
SLF
3
Sun Life Financial
Ontario, Canada
$123M +$123M +2,231,800 New
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$64.2M -$9.24M -167,000 -13%
WWA
5
WCG Wealth Advisors
Nevada
$30.5M +$10M +181,689 +49%
LPL Financial
6
LPL Financial
California
$29.3M -$1.9M -34,385 -6%
UBS Group
7
UBS Group
Switzerland
$27.2M -$4.47M -80,758 -14%
Ameriprise
8
Ameriprise
Minnesota
$25.5M +$1.23M +22,154 +5%
MD
9
Money Design
Japan
$23.5M +$853K +15,434 +4%
Two Sigma Investments
10
Two Sigma Investments
New York
$17M +$10.9M +196,900 +179%
Bank of America
11
Bank of America
North Carolina
$15M -$6.42M -116,024 -30%
Raymond James Financial
12
Raymond James Financial
Florida
$14.7M -$4.78M -86,414 -25%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$14.6M -$2.17M -39,210 -13%
Principal Financial Group
14
Principal Financial Group
Iowa
$10.9M -$1.7M -30,812 -13%
AWA
15
Alaska Wealth Advisors
Alaska
$10.3M +$762K +13,781 +8%
GS
16
GTS Securities
New York
$8.9M +$5.94M +107,583 +201%
Goldman Sachs
17
Goldman Sachs
New York
$7.82M +$4.23M +76,402 +117%
Wells Fargo
18
Wells Fargo
California
$7.32M +$50.5K +913 +0.7%
CL
19
Choreo LLC
Illinois
$6.48M -$25.1K -453 -0.4%
MCM
20
MAI Capital Management
Ohio
$6.13M -$433K -7,826 -7%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.77M -$771K -13,934 -12%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$4.37M +$3.41M +61,623 +354%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$4.3M +$4.3M +77,700 New
Osaic Holdings
24
Osaic Holdings
Arizona
$3.73M +$972K +17,986 +35%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.61M -$473K -8,546 -12%