Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
31 hedge funds and large institutions have $2.56B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
24% more funds holding
Funds holding: 25 → 31 (+6)
11% more capital invested
Capital invested by funds: $2.3B → $2.56B (+$251M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.53% less ownership
Funds ownership: 100.81% → 99.27% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$34.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.83M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$5.57M |
| 5 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.85M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.84M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$711K |
| 4 |
Jane Street
New York
|
-$503K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$333K |
USSG Hedge Fund Activity: Q3 2020 in Review
31 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q3 2020, worth a combined $2.56B — up 11% from $2.3B a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new USSG positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was PFS Investments, adding an estimated $34.1M. The largest seller was Royal Bank of Canada, cutting an estimated $2.85M.
- 31 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q3 2020, up from 25 in Q2 2020.
- Funds reported $2.56B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q3 2020, up 11% quarter-over-quarter.
- 10 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q3 2020 and 4 closed out, a net change of +6 holders.
- The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q3 2020 was PFS Investments, an estimated $34.1M added.
- The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $2.85M sold.
Based on aggregated 13F filings for Q3 2020.