Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
50 hedge funds and large institutions have $3.6B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
14% more funds holding
Funds holding: 44 → 50 (+6)
8% more capital invested
Capital invested by funds: $3.32B → $3.6B (+$282M)
1.6% less ownership
Funds ownership: 99.02% → 97.42% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$23.9M |
| 2 |
PAM
PFM Asset Management
Harrisburg,
Pennsylvania
|
+$5.17M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.89M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.54M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
-$39.9M |
| 2 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$1.16M |
| 3 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
-$726K |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$353K |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$348K |
USSG Hedge Fund Activity: Q2 2021 in Review
50 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q2 2021, worth a combined $3.6B — up 8.5% from $3.32B a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USSG positions and 1 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was Horizon Investments, adding an estimated $23.9M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $39.9M.
- 50 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q2 2021, up from 44 in Q1 2021.
- Funds reported $3.6B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q2 2021, up 8.5% quarter-over-quarter.
- 7 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q2 2021 and 1 closed out, a net change of +6 holders.
- The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q2 2021 was Horizon Investments, an estimated $23.9M added.
- The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q2 2021 was Ilmarinen Mutual Pension Insurance, an estimated $39.9M sold.
Based on aggregated 13F filings for Q2 2021.