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Xtrackers MSCI USA ESG Leaders Equity ETF
USSG

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 %
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$228K +$228K +4,625 New
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$226K – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$219K +$219K +4,427 New
RJA
54
Raymond James & Associates
Florida
$217K +$217K +4,399 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$217K -$19.2K -389 -8%
FLPIM
56
F.L. Putnam Investment Management
Massachusetts
$207K -$17.5K -354 -8%
SC
57
Savant Capital
Illinois
$200K +$200K +4,054 New
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$100K +$14.1K +285 +16%
AF
59
Allworth Financial
California
$79.3K – – –
GWM
60
Geneos Wealth Management
Colorado
$79.2K -$30.5K -618 -28%
PA
61
PSI Advisors
Florida
$59.2K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$47K +$47K +956 New
PWA
63
Provenance Wealth Advisors
Florida
$46.4K – – –
NS
64
NBC Securities
Alabama
$36K – – –
AF
65
Advisornet Financial
Minnesota
$35.8K +$99 +2 +0.3%
PS
66
Principal Securities
Iowa
$32.2K – – –
AWM
67
Ameliora Wealth Management
Switzerland
$28.4K – – –
HI
68
Horizon Investments
North Carolina
$26.5K +$11.1K +225 +72%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$21.3K -$6.41K -132 -23%
IA
70
IFP Advisors
Florida
$19.7K +$10.8K +218 +120%
UBS Group
71
UBS Group
Switzerland
$17.9K +$12.7K +257 +242%
EPW
72
Evergreen Private Wealth
Colorado
$11.1K – – –
AssetMark Inc
73
AssetMark Inc
California
$4.69K +$4.69K +95 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$4.29K -$6.06K -123 -59%
Comerica Bank
75
Comerica Bank
Texas
$1.43K – – –
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