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Xtrackers MSCI USA ESG Leaders Equity ETF

36 hedge funds and large institutions have $2.75B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more funds holding

Funds holding: 3136 (+5)

8% more capital invested

Capital invested by funds: $2.56B → $2.75B (+$197M)

2.69% less ownership

Funds ownership: 99.27%96.58% (-2.7%)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
8
Increased
17
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.87B -$22.2M -686,248 -1%
BOI
2
Bank of Italy
Italy
$603M
SR
3
Swiss Re
Switzerland
$154M
PI
4
PFS Investments
Georgia
$40M +$126K +3,906 +0.3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M +$597K +18,460 +3%
Bank of America
6
Bank of America
North Carolina
$12.3M -$336K -10,401 -3%
PAM
7
PFM Asset Management
Pennsylvania
$10.2M +$9.64M +298,077 New
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$10.1M +$595K +18,396 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.87M +$260K +8,032 +4%
RFWA
10
RPg Family Wealth Advisory
Massachusetts
$3.75M -$4.66K -144 -0.1%
MIS
11
Morningstar Investment Services
Illinois
$3.15M +$531K +16,411 +22%
CGFA
12
Colton Groome Financial Advisors
North Carolina
$2.74M -$197K -6,098 -7%
SHIM
13
Stone House Investment Management
Pennsylvania
$2.52M -$123K -3,813 -5%
TFA
14
Tranquilli Financial Advisor
New Jersey
$2.14M +$2.03M +62,814 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.32M +$773K +23,925 +160%
Citadel Advisors
16
Citadel Advisors
Florida
$1.19M +$11K +341 +1%
SPIA
17
Steward Partners Investment Advisory
New York
$1.17M +$388K +12,000 +54%
Ameriprise
18
Ameriprise
Minnesota
$1.12M +$264K +8,159 +33%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.06M +$105K +3,239 +12%
FFS
20
Founders Financial Securities
Maryland
$951K -$154K -4,755 -15%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$776K +$736K +22,776 New
CCFM
22
Clear Creek Financial Management
Washington
$774K +$735K +22,729 New
Jane Street
23
Jane Street
New York
$629K +$596K +18,443 New
SAS
24
Sage Advisory Services
Texas
$579K +$15.4K +476 +3%
Goldman Sachs
25
Goldman Sachs
New York
$491K -$2.2M -68,039 -83%

USSG Hedge Fund Activity: Q4 2020 in Review

36 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q4 2020, worth a combined $2.75B — up 7.7% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USSG positions and 3 closed out — a net gain of 5 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was PFM Asset Management, opening a new position worth an estimated $9.64M. The largest seller was Horizon Investments, exiting entirely with an estimated $71.1M sold.

  • 36 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q4 2020, up from 31 in Q3 2020.
  • Funds reported $2.75B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q4 2020, up 7.7% quarter-over-quarter.
  • 8 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q4 2020 and 3 closed out, a net change of +5 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q4 2020 was PFM Asset Management, an estimated $9.64M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q4 2020 was Horizon Investments, an estimated $71.1M sold.

Based on aggregated 13F filings for Q4 2020.