Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
75 hedge funds and large institutions have $946M invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 22
10% more capital invested
Capital invested by funds: $860M → $946M (+$85.7M)
6% more funds holding
Funds holding: 71 → 75 (+4)
0.27% less ownership
Funds ownership: 87.38% → 87.11% (-0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$1.71M |
| 2 |
ITB
Idaho Trust Bank
Boise,
Idaho
|
+$1.64M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.5M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$1.32M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$11M |
| 2 |
Goldman Sachs
New York
|
-$9.42M |
| 3 |
Two Sigma Investments
New York
|
-$2.11M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.71M |
| 5 |
Jane Street
New York
|
-$701K |
USSG Hedge Fund Activity: Q1 2024 in Review
75 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q1 2024, worth a combined $946M — up 10% from $860M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new USSG positions and 5 closed out — a net gain of 4 holders — while 26 added to existing stakes and 22 trimmed.
The largest buyer was SigFig Wealth Management, adding an estimated $1.71M. The largest seller was Morningstar Investment Services, cutting an estimated $11M.
- 75 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q1 2024, up from 71 in Q4 2023.
- Funds reported $946M of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q1 2024, up 10% quarter-over-quarter.
- 9 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
- The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q1 2024 was SigFig Wealth Management, an estimated $1.71M added.
- The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q1 2024 was Morningstar Investment Services, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2024.