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Xtrackers MSCI USA ESG Leaders Equity ETF

58 hedge funds and large institutions have $3.16B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $2.94B → $3.16B (+$219M)

4% more funds holding

Funds holding: 5658 (+2)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

2.69% less ownership

Funds ownership: 99.33%96.64% (-2.7%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.92%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
5
Increased
23
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2.05B +$116M +3,184,274 +6%
BOI
2
Bank of Italy
Italy
$665M
BOF
3
Bank of Finland
Finland
$267M +$790K +21,660 +0.3%
SR
4
Swiss Re
Switzerland
$90.9M -$88.2M -2,418,500 -50%
Bank of America
5
Bank of America
North Carolina
$11.4M -$134K -3,670 -1%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$9.28M -$1.33M -36,549 -13%
US Bancorp
7
US Bancorp
Minnesota
$9.21M -$154K -4,228 -2%
MIS
8
Morningstar Investment Services
Illinois
$7.99M -$45K -1,235 -0.6%
SWM
9
SigFig Wealth Management
California
$6.6M +$1.77M +48,577 +38%
RFWA
10
RPg Family Wealth Advisory
Massachusetts
$4.94M +$416K +11,413 +10%
Financial Engines Advisors
11
Financial Engines Advisors
California
$3.12M +$1.19M +32,697 +65%
BC
12
Brio Consultants
California
$3.07M +$330K +9,051 +12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.01M +$1.35M +37,052 +86%
Principal Financial Group
14
Principal Financial Group
Iowa
$2.76M +$2.68M +73,463 New
PWM
15
Prentice Wealth Management
New York
$2.56M -$6.89K -189 -0.3%
PI
16
PFS Investments
Georgia
$2.09M +$11.6K +318 +0.6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.08M +$1.35M +37,059 +201%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.05M +$148K +4,070 +8%
Goldman Sachs
19
Goldman Sachs
New York
$1.7M -$1.89M -51,859 -53%
CCM
20
Colorado Capital Management
Colorado
$1.68M +$1.04M +28,541 +177%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$1.62M +$105K +2,870 +7%
Ameriprise
22
Ameriprise
Minnesota
$1.37M -$238K -6,538 -15%
SPIA
23
Steward Partners Investment Advisory
New York
$1.3M
LPL Financial
24
LPL Financial
California
$1.17M -$674K -18,495 -37%
PCIA
25
Prime Capital Investment Advisors
Kansas
$1.13M -$1.16M -31,697 -51%

USSG Hedge Fund Activity: Q1 2023 in Review

58 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q1 2023, worth a combined $3.16B — up 7.5% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new USSG positions and 3 closed out — a net gain of 2 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Ilmarinen Mutual Pension Insurance, adding an estimated $116M. The largest seller was Swiss Re, cutting an estimated $88.2M.

  • 58 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $3.16B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q1 2023, up 7.5% quarter-over-quarter.
  • 5 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q1 2023 and 3 closed out, a net change of +2 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q1 2023 was Ilmarinen Mutual Pension Insurance, an estimated $116M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q1 2023 was Swiss Re, an estimated $88.2M sold.

Based on aggregated 13F filings for Q1 2023.