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Xtrackers MSCI USA ESG Leaders Equity ETF

62 hedge funds and large institutions have $1.1B invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

17% more funds holding

Funds holding: 5362 (+9)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 90.62%90.37% (-0.25%)

2% less capital invested

Capital invested by funds: $1.12B → $1.1B (-$21.1M)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
19
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$702M
BOF
2
Bank of Finland
Finland
$285M +$911K +22,175 +0.3%
US Bancorp
3
US Bancorp
Minnesota
$14.9M -$416K -10,122 -3%
Bank of America
4
Bank of America
North Carolina
$13.7M -$43.8K -1,065 -0.3%
SWM
5
SigFig Wealth Management
California
$10.3M +$1.82M +44,372 +21%
MIS
6
Morningstar Investment Services
Illinois
$10M +$839K +20,407 +9%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$7.23M -$1.61M -39,110 -18%
RFWA
8
RPg Family Wealth Advisory
Massachusetts
$5.63M +$450K +10,953 +8%
Principal Financial Group
9
Principal Financial Group
Iowa
$4.97M +$1.85M +45,043 +56%
Financial Engines Advisors
10
Financial Engines Advisors
California
$4.11M +$324K +7,895 +8%
CCM
11
Colorado Capital Management
Colorado
$3.5M +$594K +14,450 +20%
BC
12
Brio Consultants
California
$3.46M -$247 -6 -0%
PWM
13
Prentice Wealth Management
New York
$2.97M +$102K +2,475 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.47M +$211K +5,129 +9%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$2.09M +$189K +4,590 +10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.96M -$39.5K -960 -2%
PCIA
17
Prime Capital Investment Advisors
Kansas
$1.86M -$399K -9,719 -17%
FWM
18
Fingerlakes Wealth Management
New York
$1.4M +$155K +3,775 +12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.39M -$18K -437 -1%
Ameriprise
20
Ameriprise
Minnesota
$1.35M -$93.5K -2,275 -6%
LPL Financial
21
LPL Financial
California
$1.25M +$45K +1,095 +4%
Morgan Stanley
22
Morgan Stanley
New York
$1.23M +$476K +11,582 +60%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.15M -$931K -22,664 -44%
SPIA
24
Steward Partners Investment Advisory
New York
$1.11M -$275K -6,700 -19%
AWS
25
Atria Wealth Solutions
New York
$1.1M +$1.14M +27,709 New

USSG Hedge Fund Activity: Q3 2023 in Review

62 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q3 2023, worth a combined $1.1B — down 1.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new USSG positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $1.85M. The largest seller was Fifth Third Bancorp, cutting an estimated $1.61M.

  • 62 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q3 2023, up from 53 in Q2 2023.
  • Funds reported $1.1B of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 13 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q3 2023 and 4 closed out, a net change of +9 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q3 2023 was Principal Financial Group, an estimated $1.85M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q3 2023 was Fifth Third Bancorp, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2023.