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Xtrackers MSCI USA ESG Leaders Equity ETF

53 hedge funds and large institutions have $3.64B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

6% more funds holding

Funds holding: 5053 (+3)

1% more capital invested

Capital invested by funds: $3.6B → $3.64B (+$43.4M)

0.91% more ownership

Funds ownership: 97.43%98.34% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
5
Increased
23
Reduced
8
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
$2.48B
BOI
2
Bank of Italy
Italy
$704M
SR
3
Swiss Re
Switzerland
$185M
HI
4
Horizon Investments
North Carolina
$81.8M -$3.62M -88,662 -4%
PI
5
PFS Investments
Georgia
$56.1M +$1.8M +43,963 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.8M +$1.15M +28,229 +5%
PAM
7
PFM Asset Management
Pennsylvania
$15.9M -$569K -13,934 -3%
Bank of America
8
Bank of America
North Carolina
$14.3M +$505K +12,361 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.96M +$558K +13,662 +6%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$9.94M -$187K -4,566 -2%
Morgan Stanley
11
Morgan Stanley
New York
$9.56M +$8.8M +215,286 +864%
MIS
12
Morningstar Investment Services
Illinois
$6.37M +$810K +19,818 +14%
RFWA
13
RPg Family Wealth Advisory
Massachusetts
$4.89M +$41.4K +1,013 +0.8%
CAN
14
Cetera Advisor Networks
California
$4.07M +$45.6K +1,115 +1%
CGFA
15
Colton Groome Financial Advisors
North Carolina
$3.22M +$3.64K +89 +0.1%
LPL Financial
16
LPL Financial
California
$2.82M +$2.49M +60,975 +614%
PWM
17
Prentice Wealth Management
New York
$2.74M +$190K +4,639 +7%
TFA
18
Tranquilli Financial Advisor
New Jersey
$2.4M -$20.1K -493 -0.8%
SHIM
19
Stone House Investment Management
Pennsylvania
$2.18M
Goldman Sachs
20
Goldman Sachs
New York
$1.82M +$989K +24,206 +112%
Wells Fargo
21
Wells Fargo
California
$1.82M +$202K +4,952 +12%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.65M +$267K +6,536 +19%
KAS
23
Kestra Advisory Services
Texas
$1.53M +$121K +2,969 +8%
Ameriprise
24
Ameriprise
Minnesota
$1.42M +$46.1K +1,127 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.41M +$442K +10,818 +44%

USSG Hedge Fund Activity: Q3 2021 in Review

53 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q3 2021, worth a combined $3.64B — up 1.2% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new USSG positions and 2 closed out — a net gain of 3 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.8M. The largest seller was Horizon Investments, cutting an estimated $3.62M.

  • 53 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q3 2021, up from 50 in Q2 2021.
  • Funds reported $3.64B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q3 2021, up 1.2% quarter-over-quarter.
  • 5 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q3 2021 was Morgan Stanley, an estimated $8.8M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q3 2021 was Horizon Investments, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2021.