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Xtrackers S&P 500 ESG ETF

120 hedge funds and large institutions have $1.21B invested in Xtrackers S&P 500 ESG ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $1.11B → $1.21B (+$108M)

6% more funds holding

Funds holding: 113120 (+7)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

0.9% more ownership

Funds ownership: 51.78%52.68% (+0.9%)

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
40
Reduced
38
Closed
9
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
$289M -$32.4M -527,279 -10%
SLF
2
Sun Life Financial
Ontario, Canada
$241M +$27.3M +445,101 +13%
Morgan Stanley
3
Morgan Stanley
New York
$226M -$6.84M -111,376 -3%
WWA
4
WCG Wealth Advisors
Nevada
$60.1M +$44M +716,875 +293%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$58.1M -$12.3M -200,000 -18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$54.1M +$48.3M +786,035 +986%
LPL Financial
7
LPL Financial
California
$32.6M -$43K -701 -0.1%
UBS Group
8
UBS Group
Switzerland
$31.8M +$176K +2,875 +0.6%
Ameriprise
9
Ameriprise
Minnesota
$27.3M +$284K +4,622 +1%
Raymond James Financial
10
Raymond James Financial
Florida
$19.3M -$989K -16,104 -5%
Bank of America
11
Bank of America
North Carolina
$18.3M +$2.32M +37,795 +15%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$15.6M -$96.6K -1,573 -0.6%
Principal Financial Group
13
Principal Financial Group
Iowa
$11.1M
AWA
14
Alaska Wealth Advisors
Alaska
$10.1M -$642K -10,460 -6%
Goldman Sachs
15
Goldman Sachs
New York
$9.03M +$742K +12,080 +9%
Wells Fargo
16
Wells Fargo
California
$8.07M -$10.4K -169 -0.1%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$7.54M +$1.92M +31,242 +35%
CL
18
Choreo LLC
Illinois
$6.86M -$488K -7,957 -7%
MCM
19
MAI Capital Management
Ohio
$6.52M -$96.1K -1,566 -1%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$6.14M -$235K -3,823 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.74M -$558K -9,082 -13%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.54M -$74.8K -1,219 -2%
GG
23
GenWealth Group
New Jersey
$3.19M -$89K -1,449 -3%
IWP
24
Insight Wealth Partners
Texas
$3.13M -$45K -733 -1%
SSWM
25
Sheets Smith Wealth Management
North Carolina
$2.97M -$73.5K -1,198 -2%