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Xtrackers S&P 500 ESG ETF

122 hedge funds and large institutions have $1.23B invested in Xtrackers S&P 500 ESG ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2.07% more ownership

Funds ownership: 52.68%54.75% (+2.1%)

2% more funds holding

Funds holding: 120122 (+2)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

2% more capital invested

Capital invested by funds: $1.21B → $1.23B (+$19.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
45
Reduced
41
Closed
11
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
$312M +$47.3M +757,643 +16%
SLF
2
Sun Life Financial
Ontario, Canada
$280M +$53.1M +851,879 +22%
Morgan Stanley
3
Morgan Stanley
New York
$233M +$17.8M +285,814 +8%
WWA
4
WCG Wealth Advisors
Nevada
$57.1M -$217K -3,472 -0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$54.5M +$3.06M +49,015 +6%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$36.1M -$20.1M -322,800 -35%
UBS Group
7
UBS Group
Switzerland
$30.5M +$155K +2,483 +0.5%
LPL Financial
8
LPL Financial
California
$30.4M -$768K -12,311 -2%
Ameriprise
9
Ameriprise
Minnesota
$26.4M +$285K +4,577 +1%
Raymond James Financial
10
Raymond James Financial
Florida
$17.1M -$1.31M -21,058 -7%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$14.5M -$434K -6,959 -3%
Principal Financial Group
12
Principal Financial Group
Iowa
$11.4M +$829K +13,289 +7%
Bank of America
13
Bank of America
North Carolina
$11M -$6.78M -108,696 -37%
AWA
14
Alaska Wealth Advisors
Alaska
$9.52M -$69.7K -1,117 -0.7%
Wells Fargo
15
Wells Fargo
California
$7.87M +$187K +2,993 +2%
Goldman Sachs
16
Goldman Sachs
New York
$7.3M -$1.37M -21,929 -15%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$6.62M +$806K +12,915 +13%
CL
18
Choreo LLC
Illinois
$6.44M -$56.1K -899 -0.8%
MCM
19
MAI Capital Management
Ohio
$5.74M -$500K -8,010 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.75M +$192K +3,077 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.58M +$212K +3,394 +6%
GG
22
GenWealth Group
New Jersey
$3.16M +$164K +2,625 +5%
IWP
23
Insight Wealth Partners
Texas
$3.05M +$62.6K +1,004 +2%
SSWM
24
Sheets Smith Wealth Management
North Carolina
$2.78M -$53.8K -862 -2%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$2.58M +$2.78M +44,542 New