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Xtrackers MSCI USA ESG Leaders Equity ETF

55 hedge funds and large institutions have $2.83B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0% more funds holding

Funds holding: 5555 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.62% less ownership

Funds ownership: 96.88%96.27% (-0.62%)

11% less capital invested

Capital invested by funds: $3.19B → $2.83B (-$351M)

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
8
Increased
23
Reduced
13
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
$1.79B -$64.4M -1,708,312 -3%
BOI
2
Bank of Italy
Italy
$618M
BOF
3
Bank of Finland
Finland
$246M +$265M +7,034,175 New
SR
4
Swiss Re
Switzerland
$45.8M -$4.26M -113,000 -8%
HI
5
Horizon Investments
North Carolina
$34.2M -$16.7M -443,515 -31%
Bank of America
6
Bank of America
North Carolina
$14.7M +$1.58M +41,882 +11%
LPL Financial
7
LPL Financial
California
$11.6M +$2.89M +76,825 +30%
US Bancorp
8
US Bancorp
Minnesota
$11.4M -$1.16M -30,863 -9%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$10.5M -$769K -20,403 -6%
MIS
10
Morningstar Investment Services
Illinois
$7.42M +$275K +7,287 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.65M +$10.9K +290 +0.2%
CAN
12
Cetera Advisor Networks
California
$6.32M +$1.38M +36,762 +25%
PI
13
PFS Investments
Georgia
$4.83M -$183K -4,852 -3%
RFWA
14
RPg Family Wealth Advisory
Massachusetts
$4.15M -$220K -5,828 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.83M +$845K +22,429 +75%
DWM
16
Destination Wealth Management
California
$1.83M +$1.97M +52,340 New
Wells Fargo
17
Wells Fargo
California
$1.81M +$15.2K +404 +0.8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.78M +$222K +5,890 +13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.71M +$398K +10,577 +28%
Ameriprise
20
Ameriprise
Minnesota
$1.61M +$89.8K +2,384 +5%
SHIM
21
Stone House Investment Management
Pennsylvania
$1.46M -$329K -8,745 -17%
Daiwa Securities Group
22
Daiwa Securities Group
Japan
$1.3M +$1.4M +37,190 New
Financial Engines Advisors
23
Financial Engines Advisors
California
$1.23M +$158K +4,186 +14%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.2M +$571K +15,167 +79%
SPIA
25
Steward Partners Investment Advisory
New York
$1.12M

USSG Hedge Fund Activity: Q2 2022 in Review

55 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q2 2022, worth a combined $2.83B — down 11% from $3.19B a quarter earlier.

Fund positioning in USSG was balanced in Q2 2022: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 13 trimmed.

The largest buyer was Bank of Finland, opening a new position worth an estimated $265M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $64.4M.

  • 55 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $2.83B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 8 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q2 2022 and 8 closed out, a net change of 0 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q2 2022 was Bank of Finland, an estimated $265M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q2 2022 was Ilmarinen Mutual Pension Insurance, an estimated $64.4M sold.

Based on aggregated 13F filings for Q2 2022.