We are live on ! Find out more
USSG icon

Xtrackers MSCI USA ESG Leaders Equity ETF

53 hedge funds and large institutions have $1.12B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

6.02% less ownership

Funds ownership: 96.64%90.62% (-6%)

9% less funds holding

Funds holding: 5853 (-5)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

65% less capital invested

Capital invested by funds: $3.16B → $1.12B (-$2.04B)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
2
Increased
22
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$719M
BOF
2
Bank of Finland
Finland
$291M +$1.51M +39,290 +0.6%
US Bancorp
3
US Bancorp
Minnesota
$15.6M +$5.37M +139,611 +57%
Bank of America
4
Bank of America
North Carolina
$14M +$1.62M +42,160 +14%
MIS
5
Morningstar Investment Services
Illinois
$9.31M +$610K +15,854 +7%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$9M -$987K -25,642 -10%
SWM
7
SigFig Wealth Management
California
$8.61M +$1.49M +38,800 +22%
RFWA
8
RPg Family Wealth Advisory
Massachusetts
$5.32M -$21.8K -567 -0.4%
Financial Engines Advisors
9
Financial Engines Advisors
California
$3.89M +$493K +12,805 +15%
BC
10
Brio Consultants
California
$3.55M +$214K +5,554 +7%
Principal Financial Group
11
Principal Financial Group
Iowa
$3.27M +$266K +6,919 +9%
CCM
12
Colorado Capital Management
Colorado
$3M +$1.12M +29,199 +65%
PWM
13
Prentice Wealth Management
New York
$2.94M +$160K +4,162 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.32M +$96.7K +2,513 +5%
PCIA
15
Prime Capital Investment Advisors
Kansas
$2.3M +$1.02M +26,451 +88%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.1M -$143K -3,710 -7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.05M -$1.14M -29,582 -37%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$1.95M +$189K +4,925 +11%
Goldman Sachs
19
Goldman Sachs
New York
$1.79M -$45.7K -1,189 -3%
Ameriprise
20
Ameriprise
Minnesota
$1.47M -$7.73K -201 -0.6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.45M -$24.9K -648 -2%
SPIA
22
Steward Partners Investment Advisory
New York
$1.41M
FWM
23
Fingerlakes Wealth Management
New York
$1.28M +$131K +3,412 +12%
LPL Financial
24
LPL Financial
California
$1.24M -$24.2K -629 -2%
Millennium Management
25
Millennium Management
New York
$1.08M +$1.02M +26,567 New

USSG Hedge Fund Activity: Q2 2023 in Review

53 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q2 2023, worth a combined $1.12B — down 65% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of USSG and 2 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was US Bancorp, adding an estimated $5.37M. The largest seller was Ilmarinen Mutual Pension Insurance, exiting entirely with an estimated $2.05B sold.

  • 53 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q2 2023, down from 58 in Q1 2023.
  • Funds reported $1.12B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q2 2023, down 65% quarter-over-quarter.
  • 2 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q2 2023 and 7 closed out, a net change of -5 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q2 2023 was US Bancorp, an estimated $5.37M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q2 2023 was Ilmarinen Mutual Pension Insurance, an estimated $2.05B sold.

Based on aggregated 13F filings for Q2 2023.