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Xtrackers MSCI USA ESG Leaders Equity ETF

25 hedge funds and large institutions have $2.3B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

58% more capital invested

Capital invested by funds: $1.46B → $2.3B (+$848M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more funds holding

Funds holding: 1925 (+6)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

1.32% more ownership

Funds ownership: 99.49%100.81% (+1.3%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.58B -$17.1M -635,000 -1%
BOI
2
Bank of Italy
Italy
$502M +$477M +17,691,974 New
SR
3
Swiss Re
Switzerland
$128M
HI
4
Horizon Investments
North Carolina
$60.5M +$57.5M +2,132,511 New
Bank of America
5
Bank of America
North Carolina
$10.1M +$9.57M +355,078 +31,202%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$8M +$2.4M +89,128 +46%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.47M +$2.48M +91,865 +303%
RFWA
8
RPg Family Wealth Advisory
Massachusetts
$2.83M +$10.9K +403 +0.4%
SHIM
9
Stone House Investment Management
Pennsylvania
$2.33M +$2.21M +81,911 New
MIS
10
Morningstar Investment Services
Illinois
$1.9M +$122K +4,531 +7%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.84M
Citadel Advisors
12
Citadel Advisors
Florida
$1.29M +$1.23M +45,473 New
SPIA
13
Steward Partners Investment Advisory
New York
$776K
CCFM
14
Clear Creek Financial Management
Washington
$711K +$673K +24,970 New
PI
15
PFS Investments
Georgia
$681K +$279K +10,358 +76%
SAS
16
Sage Advisory Services
Texas
$641K +$325K +12,076 +115%
Jane Street
17
Jane Street
New York
$503K -$8.87K -329 -2%
Ameriprise
18
Ameriprise
Minnesota
$286K +$271K +10,063 New
PCIA
19
Prime Capital Investment Advisors
Kansas
$175K +$166K +6,166 New
IA
20
IFP Advisors
Florida
$117K
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$68K -$78.7K -2,919 -55%
GWM
22
Geneos Wealth Management
Colorado
$36K -$1.08K -40 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$14K -$29.5K -1,093 -68%
CAN
24
Cetera Advisor Networks
California
$9K +$8.89K +330 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$350 -13 -12%

USSG Hedge Fund Activity: Q2 2020 in Review

25 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q2 2020, worth a combined $2.3B — up 58% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USSG positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Bank of Italy, opening a new position worth an estimated $477M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $17.1M.

  • 25 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q2 2020, up from 19 in Q1 2020.
  • Funds reported $2.3B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q2 2020, up 58% quarter-over-quarter.
  • 8 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q2 2020 and 2 closed out, a net change of +6 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q2 2020 was Bank of Italy, an estimated $477M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q2 2020 was Ilmarinen Mutual Pension Insurance, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2020.