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Xtrackers MSCI USA ESG Leaders Equity ETF

71 hedge funds and large institutions have $862M invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 24 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

15% more funds holding

Funds holding: 6271 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

2.82% less ownership

Funds ownership: 90.37%87.55% (-2.8%)

21% less capital invested

Capital invested by funds: $1.1B → $862M (-$235M)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
24
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$390M -$368M -8,877,875 -50%
BOF
2
Bank of Finland
Finland
$319M +$1.66M +40,090 +0.6%
MIS
3
Morningstar Investment Services
Illinois
$21.8M +$9.89M +238,952 +95%
US Bancorp
4
US Bancorp
Minnesota
$15.9M -$619K -14,940 -4%
Bank of America
5
Bank of America
North Carolina
$15.2M -$16.4K -397 -0.1%
SWM
6
SigFig Wealth Management
California
$13.4M +$1.81M +43,798 +17%
Goldman Sachs
7
Goldman Sachs
New York
$9.45M +$7.77M +187,562 +720%
Principal Financial Group
8
Principal Financial Group
Iowa
$6.51M +$897K +21,673 +17%
RFWA
9
RPg Family Wealth Advisory
Massachusetts
$6.28M +$745 +18 +0%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$6.13M -$1.81M -43,786 -24%
Financial Engines Advisors
11
Financial Engines Advisors
California
$5.15M +$527K +12,740 +12%
BC
12
Brio Consultants
California
$4.28M +$385K +9,310 +11%
CCM
13
Colorado Capital Management
Colorado
$4.26M +$326K +7,866 +9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.53M +$1.26M +30,329 +61%
Morgan Stanley
15
Morgan Stanley
New York
$3.37M +$1.87M +45,093 +145%
PWM
16
Prentice Wealth Management
New York
$3.33M +$16.7K +403 +0.5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.02M +$245K +5,925 +10%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.51M +$1.15M +27,659 +95%
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$2.5M +$157K +3,800 +7%
Two Sigma Investments
20
Two Sigma Investments
New York
$2.11M +$1.97M +47,600 New
PCIA
21
Prime Capital Investment Advisors
Kansas
$2.06M -$17.6K -426 -0.9%
DWM
22
Destination Wealth Management
California
$1.91M +$919K +22,187 +106%
KWM
23
Kingsview Wealth Management
Oregon
$1.6M +$1.5M +36,136 New
LPL Financial
24
LPL Financial
California
$1.52M +$118K +2,852 +9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.5M -$51K -1,231 -4%

USSG Hedge Fund Activity: Q4 2023 in Review

71 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q4 2023, worth a combined $862M — down 21% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new USSG positions and 4 closed out — a net gain of 9 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Morningstar Investment Services, adding an estimated $9.89M. The largest seller was Bank of Italy, cutting an estimated $368M.

  • 71 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $862M of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q4 2023, down 21% quarter-over-quarter.
  • 13 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q4 2023 and 4 closed out, a net change of +9 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q4 2023 was Morningstar Investment Services, an estimated $9.89M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q4 2023 was Bank of Italy, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2023.