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Xtrackers MSCI USA ESG Leaders Equity ETF
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Overview Fund Activity

75 hedge funds and large institutions have $946M invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
26
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
SigFig Wealth Management
California
+$1.8M
2
ITB
Idaho Trust Bank
Idaho
+$1.74M
3
KWM
Kingsview Wealth Management
Oregon
+$1.58M
4
SW
SVB Wealth
Massachusetts
+$1.39M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.37M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$11.6M
2
Goldman Sachs
Goldman Sachs
New York
-$9.95M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.81M
5
Morgan Stanley
Morgan Stanley
New York
-$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
26
SVB Wealth
Massachusetts
$1.62M +$1.39M +28,212 +615%
LPL Financial
27
LPL Financial
California
$1.59M -$112K -2,277 -7%
MWA
28
MFA Wealth Advisors
Pennsylvania
$1.18M – – –
CCFM
29
Clear Creek Financial Management
Washington
$1.1M -$17.8K -360 -2%
RCS
30
Retirement Capital Strategies
California
$1.09M +$316K +6,401 +41%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.09M +$1.09M +22,045 New
SPIA
32
Steward Partners Investment Advisory
New York
$1.06M – – –
CAN
33
Cetera Advisor Networks
California
$974K +$32.5K +659 +3%
Osaic Holdings
34
Osaic Holdings
Arizona
$762K +$344K +6,967 +82%
SPL
35
Smart Portfolios LLC
Washington
$671K -$11.9K -241 -2%
Wells Fargo
36
Wells Fargo
California
$642K -$161K -3,266 -20%
FGAM
37
Financial Gravity Asset Management
Texas
$636K +$298K +6,397 +88%
AWS
38
Atria Wealth Solutions
New York
$594K +$9.82K +199 +2%
Goldman Sachs
39
Goldman Sachs
New York
$590K -$9.95M -201,659 -94%
PAS
40
Park Avenue Securities
New York
$532K +$74.8K +1,515 +16%
MA
41
Mutual Advisors
Nebraska
$438K +$438K +8,877 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$427K – – –
FNC
43
First National Corp
Massachusetts
$425K – – –
FSA
44
Financial Services Advisory
Maryland
$386K -$26.8K -543 -6%
BCM
45
Barden Capital Management
Texas
$359K – – –
Citadel Advisors
46
Citadel Advisors
Florida
$354K -$10.2K -206 -3%
AHIA
47
Andrew Hill Investment Advisors
Florida
$334K -$4.39K -89 -1%
AWA
48
Aaron Wealth Advisors
Illinois
$318K +$55.8K +1,130 +21%
Corient Private Wealth
49
Corient Private Wealth
Florida
$313K +$444 +9 +0.1%
MML Investors Services
50
MML Investors Services
Massachusetts
$297K +$29.7K +602 +11%
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