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Xtrackers MSCI USA ESG Leaders Equity ETF

60 hedge funds and large institutions have $3.74B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

13% more funds holding

Funds holding: 5360 (+7)

3% more capital invested

Capital invested by funds: $3.64B → $3.74B (+$99.3M)

11.97% less ownership

Funds ownership: 98.34%86.37% (-12%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
0.92%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
10
Increased
26
Reduced
14
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 -$281M -6,534,560 -10%
BOI
2
Bank of Italy
Italy
$785M
SR
3
Swiss Re
Switzerland
$166M -$38.9M -905,000 -20%
HI
4
Horizon Investments
North Carolina
$104M +$12.5M +291,064 +14%
PI
5
PFS Investments
Georgia
$47.7M -$8.19M -190,351 -15%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$27.8M -$965K -22,433 -3%
US Bancorp
7
US Bancorp
Minnesota
$18.5M +$18M +417,556 +117,291%
Bank of America
8
Bank of America
North Carolina
$16.1M +$150K +3,489 +1%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$13.6M +$2.42M +56,270 +23%
Osaic Holdings
10
Osaic Holdings
Arizona
$11.9M +$800K +18,595 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.3M +$8.05M +187,090 New
LPL Financial
12
LPL Financial
California
$8.23M +$4.93M +114,629 +162%
MIS
13
Morningstar Investment Services
Illinois
$8.18M +$1.12M +25,942 +16%
RFWA
14
RPg Family Wealth Advisory
Massachusetts
$5.49M +$31.3K +727 +0.6%
CAN
15
Cetera Advisor Networks
California
$4.94M +$388K +9,028 +9%
Goldman Sachs
16
Goldman Sachs
New York
$3.14M +$1.07M +24,824 +54%
PWM
17
Prentice Wealth Management
New York
$3.07M +$16.7K +389 +0.6%
CGFA
18
Colton Groome Financial Advisors
North Carolina
$2.68M -$886K -20,597 -25%
FIG
19
FundX Investment Group
California
$2.33M +$2.26M +52,604 New
SHIM
20
Stone House Investment Management
Pennsylvania
$2.3M -$141K -3,287 -6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.07M +$219K +5,084 +12%
TFA
22
Tranquilli Financial Advisor
New Jersey
$2.02M -$629K -14,613 -24%
Wells Fargo
23
Wells Fargo
California
$2M -$27.1K -629 -1%
Ameriprise
24
Ameriprise
Minnesota
$1.87M +$279K +6,486 +18%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.76M +$189K +4,402 +12%

USSG Hedge Fund Activity: Q4 2021 in Review

60 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q4 2021, worth a combined $3.74B — up 2.7% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new USSG positions and 2 closed out — a net gain of 8 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was US Bancorp, adding an estimated $18M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $281M.

  • 60 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q4 2021, up from 53 in Q3 2021.
  • Funds reported $3.74B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q4 2021, up 2.7% quarter-over-quarter.
  • 10 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q4 2021 and 2 closed out, a net change of +8 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q4 2021 was US Bancorp, an estimated $18M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q4 2021 was Ilmarinen Mutual Pension Insurance, an estimated $281M sold.

Based on aggregated 13F filings for Q4 2021.