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Xtrackers MSCI USA ESG Leaders Equity ETF
USSG

Overview Fund Activity

71 hedge funds and large institutions have $862M invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
24
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
Morningstar Investment Services
Illinois
$21.8M
2
Goldman Sachs
Goldman Sachs
New York
$9.45M
3
Two Sigma Investments
Two Sigma Investments
New York
$2.11M
4
Morgan Stanley
Morgan Stanley
New York
$3.37M
5
SWM
SigFig Wealth Management
California
$13.4M

Top Sellers

1
BOI
Bank of Italy
Italy
$390M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$6.13M
3
AWS
Atria Wealth Solutions
New York
$523K
4
US Bancorp
US Bancorp
Minnesota
$15.9M
5
MA
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
51
SVB Wealth
Massachusetts
$203K -$177K -4,000 -47%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$202K +$202K +4,570 New
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$201K +$201K +4,541 New
MRC
54
Millburn Ridgefield Corp
New York
$117K -$138K -3,130 -54%
GWM
55
Geneos Wealth Management
Colorado
$98.3K -$4.11K -93 -4%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$77.5K +$13.1K +295 +20%
AF
57
Allworth Financial
California
$71.1K -$93K -2,102 -57%
PA
58
PSI Advisors
Florida
$53.1K – – –
PWA
59
Provenance Wealth Advisors
Florida
$41.6K – – –
NS
60
NBC Securities
Alabama
$32K – – –
AF
61
Advisornet Financial
Minnesota
$32K +$177 +4 +0.6%
PS
62
Principal Securities
Iowa
$28.8K +$28.8K +652 New
AWM
63
Ameliora Wealth Management
Switzerland
$25.5K – – –
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$25.1K – – –
HI
65
Horizon Investments
North Carolina
$13.8K – – –
EPW
66
Evergreen Private Wealth
Colorado
$9.91K +$9.91K +224 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$9.29K +$7.26K +164 +357%
ASN
68
Advisory Services Network
Georgia
$8.8K +$8.8K +199 New
IA
69
IFP Advisors
Florida
$8K +$44 +1 +0.6%
UBS Group
70
UBS Group
Switzerland
$4.69K +$4.69K +106 New
Comerica Bank
71
Comerica Bank
Texas
$1.28K – – –
MA
72
Mutual Advisors
Nebraska
– -$385K -9,716 Closed
BFA
73
Beaumont Financial Advisors
Massachusetts
– -$235K -5,930 Closed
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
– -$10K -260 Closed
RCM
75
Raleigh Capital Management
North Carolina
– -$2.18K -55 Closed
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