We are live on ! Find out more
USSG icon

Xtrackers MSCI USA ESG Leaders Equity ETF

44 hedge funds and large institutions have $3.32B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

22% more funds holding

Funds holding: 3644 (+8)

20% more capital invested

Capital invested by funds: $2.75B → $3.32B (+$564M)

2.44% more ownership

Funds ownership: 96.58%99.02% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
15
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
$2.31B +$301M +8,520,151 +16%
BOI
2
Bank of Italy
Italy
$645M
SR
3
Swiss Re
Switzerland
$169M +$3.99M +113,000 +2%
HI
4
Horizon Investments
North Carolina
$55.5M +$53.7M +1,522,334 New
PI
5
PFS Investments
Georgia
$43.7M +$1.51M +42,833 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$21.2M +$996K +28,222 +5%
Bank of America
7
Bank of America
North Carolina
$11.4M -$1.61M -45,527 -13%
PAM
8
PFM Asset Management
Pennsylvania
$10.2M -$648K -18,350 -6%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$9.61M -$1.17M -33,075 -11%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.05M +$685K +19,404 +10%
MIS
11
Morningstar Investment Services
Illinois
$4.13M +$754K +21,368 +23%
PWM
12
Prentice Wealth Management
New York
$3.45M +$3.34M +94,540 New
CGFA
13
Colton Groome Financial Advisors
North Carolina
$2.99M +$49.7K +1,408 +2%
SHIM
14
Stone House Investment Management
Pennsylvania
$2.52M
TFA
15
Tranquilli Financial Advisor
New Jersey
$2.23M -$62.4K -1,767 -3%
Ameriprise
16
Ameriprise
Minnesota
$1.5M +$273K +7,725 +24%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.41M +$259K +7,340 +24%
Wells Fargo
18
Wells Fargo
California
$1.34M +$958K +27,123 +282%
KAS
19
Kestra Advisory Services
Texas
$1.25M +$1.21M +34,352 New
SPIA
20
Steward Partners Investment Advisory
New York
$1.23M -$19.7K -559 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$1.01M -$253K -7,158 -21%
FFS
22
Founders Financial Securities
Maryland
$985K -$31.5K -892 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$907K -$493K -13,967 -36%
Morgan Stanley
24
Morgan Stanley
New York
$878K +$701K +19,844 +469%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$875K +$43.6K +1,236 +5%

USSG Hedge Fund Activity: Q1 2021 in Review

44 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q1 2021, worth a combined $3.32B — up 20% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new USSG positions and 3 closed out — a net gain of 9 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Ilmarinen Mutual Pension Insurance, adding an estimated $301M. The largest seller was Bank of America, cutting an estimated $1.61M.

  • 44 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q1 2021, up from 36 in Q4 2020.
  • Funds reported $3.32B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 12 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q1 2021 and 3 closed out, a net change of +9 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q1 2021 was Ilmarinen Mutual Pension Insurance, an estimated $301M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q1 2021 was Bank of America, an estimated $1.61M sold.

Based on aggregated 13F filings for Q1 2021.