Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
55 hedge funds and large institutions have $3.18B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
10.09% more ownership
Funds ownership: 86.37% → 96.45% (+10%)
8% less funds holding
Funds holding: 60 → 55 (-5)
15% less capital invested
Capital invested by funds: $3.74B → $3.18B (-$563M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.9M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.35M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$1.04M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$817K |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$812K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
-$122M |
| 2 |
SR
Swiss Re
Zurich,
Switzerland
|
-$94.9M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$38.3M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$38M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.9M |
USSG Hedge Fund Activity: Q1 2022 in Review
55 of the 6,360 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 $3.18B — 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 22 added.
The largest buyer was LPL Financial, adding an estimated $2.9M. 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 $3.18B 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 LPL Financial, an estimated $2.9M 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.