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Xtrackers MSCI USA ESG Leaders Equity ETF

53 hedge funds and large institutions have $2.66B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.05% less ownership

Funds ownership: 96.27%96.22% (-0.05%)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

4% less funds holding

Funds holding: 5553 (-2)

6% less capital invested

Capital invested by funds: $2.83B → $2.66B (-$171M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
19
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.67B +$3.26M +90,000 +0.2%
BOI
2
Bank of Italy
Italy
$577M
BOF
3
Bank of Finland
Finland
$230M +$870K +24,000 +0.3%
HI
4
Horizon Investments
North Carolina
$51M +$21.2M +584,721 +60%
SR
5
Swiss Re
Switzerland
$42.8M
Bank of America
6
Bank of America
North Carolina
$12M -$1.96M -53,953 -13%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$9.29M -$578K -15,926 -5%
US Bancorp
8
US Bancorp
Minnesota
$8.11M -$2.84M -78,305 -24%
MIS
9
Morningstar Investment Services
Illinois
$7.38M +$141K +3,876 +2%
CAN
10
Cetera Advisor Networks
California
$6.41M +$565K +15,584 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.21M +$3.19K +88 +0%
Jane Street
12
Jane Street
New York
$5.56M +$5.05M +139,123 +444%
RFWA
13
RPg Family Wealth Advisory
Massachusetts
$4.25M -$6.71K -185 -0.2%
SWM
14
SigFig Wealth Management
California
$2.9M +$2.25M +62,063 +241%
PWM
15
Prentice Wealth Management
New York
$2.26M +$2.51M +69,273 New
BC
16
Brio Consultants
California
$2.25M +$2.4M +66,134 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.24M +$590K +16,271 +31%
Wells Fargo
18
Wells Fargo
California
$1.96M +$298K +8,227 +16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.87M +$240K +6,610 +13%
Goldman Sachs
20
Goldman Sachs
New York
$1.63M +$770K +21,233 +74%
LPL Financial
21
LPL Financial
California
$1.61M -$10.3M -283,559 -85%
Ameriprise
22
Ameriprise
Minnesota
$1.44M -$65.7K -1,811 -4%
Financial Engines Advisors
23
Financial Engines Advisors
California
$1.38M +$263K +7,245 +21%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.38M -$237K -6,547 -13%
Daiwa Securities Group
25
Daiwa Securities Group
Japan
$1.28M +$76.3K +2,105 +6%

USSG Hedge Fund Activity: Q3 2022 in Review

53 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q3 2022, worth a combined $2.66B — down 6% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of USSG and 6 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 19 added.

The largest buyer was Horizon Investments, adding an estimated $21.2M. The largest seller was LPL Financial, cutting an estimated $10.3M.

  • 53 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q3 2022, down from 55 in Q2 2022.
  • Funds reported $2.66B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q3 2022, down 6% quarter-over-quarter.
  • 6 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q3 2022 and 7 closed out, a net change of -1 holder.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q3 2022 was Horizon Investments, an estimated $21.2M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q3 2022 was LPL Financial, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2022.