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Xtrackers MSCI USA ESG Leaders Equity ETF

55 hedge funds and large institutions have $3.19B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

10.51% more ownership

Funds ownership: 86.37%96.88% (+11%)

8% less funds holding

Funds holding: 6055 (-5)

15% less capital invested

Capital invested by funds: $3.74B → $3.19B (-$555M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
5
Increased
23
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2.2B -$122M -2,975,000 -5%
BOI
2
Bank of Italy
Italy
$737M
SR
3
Swiss Re
Switzerland
$59.4M -$94.9M -2,308,400 -62%
HI
4
Horizon Investments
North Carolina
$59.3M -$38M -923,498 -39%
Bank of America
5
Bank of America
North Carolina
$15.8M +$720K +17,527 +5%
US Bancorp
6
US Bancorp
Minnesota
$14.9M -$2.46M -59,851 -14%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$13.4M +$624K +15,186 +5%
LPL Financial
8
LPL Financial
California
$10.7M +$2.9M +70,578 +38%
MIS
9
Morningstar Investment Services
Illinois
$8.65M +$812K +19,765 +11%
AWA
10
Aaron Wealth Advisors
Illinois
$8.32M +$13.9M +338,538 +4,068%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.93M +$129K +3,132 +2%
CAN
12
Cetera Advisor Networks
California
$6.01M +$1.35M +32,847 +29%
PI
13
PFS Investments
Georgia
$5.97M -$38.3M -931,913 -87%
RFWA
14
RPg Family Wealth Advisory
Massachusetts
$5.18M +$23.6K +575 +0.5%
PWM
15
Prentice Wealth Management
New York
$2.92M +$30.2K +735 +1%
Goldman Sachs
16
Goldman Sachs
New York
$2.36M -$577K -14,033 -20%
Wells Fargo
17
Wells Fargo
California
$2.15M +$266K +6,480 +14%
SHIM
18
Stone House Investment Management
Pennsylvania
$2.11M -$48.3K -1,176 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.88M -$23.9M -581,900 -93%
Ameriprise
20
Ameriprise
Minnesota
$1.82M +$68.8K +1,674 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.6M -$57.7K -1,405 -4%
SPIA
22
Steward Partners Investment Advisory
New York
$1.34M +$25.6K +622 +2%
Financial Engines Advisors
23
Financial Engines Advisors
California
$1.29M +$1.04M +25,223 +438%
SAS
24
Sage Advisory Services
Texas
$1.29M +$14.7K +358 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.25M +$226K +5,508 +23%

USSG Hedge Fund Activity: Q1 2022 in Review

55 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q1 2022, worth a combined $3.19B — down 15% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of USSG and 5 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 23 added.

The largest buyer was Aaron Wealth Advisors, adding an estimated $13.9M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $122M.

  • 55 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q1 2022, down from 60 in Q4 2021.
  • Funds reported $3.19B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 5 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q1 2022 and 8 closed out, a net change of -3 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $13.9M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q1 2022 was Ilmarinen Mutual Pension Insurance, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2022.