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Xtrackers MSCI USA ESG Leaders Equity ETF

56 hedge funds and large institutions have $2.94B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $2.66B → $2.94B (+$276M)

6% more funds holding

Funds holding: 5356 (+3)

3.11% more ownership

Funds ownership: 96.22%99.33% (+3.1%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
9
Increased
18
Reduced
21
Closed
5
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
BOI
2
Bank of Italy
Italy
$616M
BOF
3
Bank of Finland
Finland
$247M +$1.19M +34,050 +0.5%
SR
4
Swiss Re
Switzerland
$169M +$123M +3,525,400 +269%
HI
5
Horizon Investments
North Carolina
$32.8M -$21.7M -622,854 -40%
Bank of America
6
Bank of America
North Carolina
$10.7M -$2.1M -60,124 -16%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$9.88M -$46.2K -1,323 -0.5%
US Bancorp
8
US Bancorp
Minnesota
$8.68M +$11.8K +339 +0.1%
MIS
9
Morningstar Investment Services
Illinois
$7.61M +$78.9K +2,260 +1%
CAN
10
Cetera Advisor Networks
California
$5.9M -$951K -27,237 -14%
SWM
11
SigFig Wealth Management
California
$4.42M +$1.37M +39,161 +45%
RFWA
12
RPg Family Wealth Advisory
Massachusetts
$4.18M +$61.8K +1,771 +1%
Goldman Sachs
13
Goldman Sachs
New York
$3.38M +$1.64M +47,088 +94%
Wells Fargo
14
Wells Fargo
California
$2.84M +$742K +21,243 +35%
BC
15
Brio Consultants
California
$2.53M +$231K +6,612 +10%
PWM
16
Prentice Wealth Management
New York
$2.38M -$32K -917 -1%
PCIA
17
Prime Capital Investment Advisors
Kansas
$2.16M +$1.35M +38,522 +165%
PI
18
PFS Investments
Georgia
$1.93M -$1.24M -35,529 -39%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.76M -$243K -6,954 -12%
Financial Engines Advisors
20
Financial Engines Advisors
California
$1.75M +$274K +7,850 +19%
LPL Financial
21
LPL Financial
California
$1.73M +$8.14K +233 +0.5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.5M -$896K -25,668 -37%
Ameriprise
23
Ameriprise
Minnesota
$1.49M -$46.8K -1,339 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.44M -$34.4K -984 -2%
Daiwa Securities Group
25
Daiwa Securities Group
Japan
$1.4M +$32.1K +920 +2%

USSG Hedge Fund Activity: Q4 2022 in Review

56 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q4 2022, worth a combined $2.94B — up 10% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new USSG positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Swiss Re, adding an estimated $123M. The largest seller was Horizon Investments, cutting an estimated $21.7M.

  • 56 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q4 2022, up from 53 in Q3 2022.
  • Funds reported $2.94B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q4 2022, up 10% quarter-over-quarter.
  • 9 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q4 2022 and 5 closed out, a net change of +4 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q4 2022 was Swiss Re, an estimated $123M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q4 2022 was Horizon Investments, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.