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Xtrackers MSCI USA ESG Leaders Equity ETF

76 hedge funds and large institutions have $327M invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

0% more funds holding

Funds holding: 7676 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10.55% less ownership

Funds ownership: 76.99%66.44% (-11%)

15% less capital invested

Capital invested by funds: $387M → $327M (-$59.6M)

Holders
76
Holders Change
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
29
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$269K
BFA
52
Bluestem Financial Advisors
Illinois
$256K
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$256K
AP
54
Americana Partners
Texas
$210K +$7.13K +113 +3%
SS
55
Sunbelt Securities
Texas
$194K
FGAM
56
Financial Gravity Asset Management
Texas
$183K -$15.5K -246 -7%
IA
57
IFP Advisors
Florida
$140K -$5.3K -84 -3%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$96.3K
FFA
59
Farther Finance Advisors
California
$92.2K +$31.5K +499 +48%
WETS
60
Wealth Enhancement Trust Services
South Dakota
$66.1K +$53.9K +855 +338%
MEG
61
Millstone Evans Group
Colorado
$60.6K
PWA
62
Provenance Wealth Advisors
Florida
$56.1K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$48K -$279K -4,427 -85%
CPG
64
Cornerstone Planning Group
New Jersey
$37.2K +$35.1K +557 New
GWM
65
Geneos Wealth Management
Colorado
$35K +$189 +3 +0.5%
AWM
66
Ameliora Wealth Management
Switzerland
$34.4K
1NWS
67
1 North Wealth Services
Maryland
$15.5K
ASN
68
Advisory Services Network
Georgia
$11.9K +$12.5K +199 New
RF
69
Rossby Financial
Florida
$9.51K +$9.96K +158 New
CFO
70
Capitol Family Office
Oregon
$6.29K
VAI
71
Vanguard Advisers Inc
Pennsylvania
$6.15K +$6.49K +103 New
AAS
72
Ameritas Advisory Services
Nebraska
$5.97K +$6.3K +100 New
SWM
73
Spire Wealth Management
Virginia
$4.56K
HI
74
Horizon Investments
North Carolina
$3.94K +$2.08K +33 +100%
FCT
75
First Community Trust
Iowa
$3.16K