USSG icon

Xtrackers MSCI USA ESG Leaders Equity ETF
USSG

Overview Fund Activity

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, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
26
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
SigFig Wealth Management
California
+$1.8M
2
ITB
Idaho Trust Bank
Idaho
+$1.74M
3
KWM
Kingsview Wealth Management
Oregon
+$1.58M
4
SW
SVB Wealth
Massachusetts
+$1.39M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.37M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$11.6M
2
Goldman Sachs
Goldman Sachs
New York
-$9.95M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.81M
5
Morgan Stanley
Morgan Stanley
New York
-$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$435M – – –
BOF
2
Bank of Finland
Finland
$357M +$599K +12,138 +0.2%
US Bancorp
3
US Bancorp
Minnesota
$17.7M – – –
Bank of America
4
Bank of America
North Carolina
$17.1M +$95.9K +1,943 +0.6%
SWM
5
SigFig Wealth Management
California
$16.7M +$1.8M +36,512 +12%
MIS
6
Morningstar Investment Services
Illinois
$12.6M -$11.6M -235,841 -48%
RFWA
7
RPg Family Wealth Advisory
Massachusetts
$7.34M +$333K +6,740 +5%
Principal Financial Group
8
Principal Financial Group
Iowa
$7.26M – – –
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$6.52M -$319K -6,460 -5%
Financial Engines Advisors
10
Financial Engines Advisors
California
$6.39M +$641K +12,995 +11%
CCM
11
Colorado Capital Management
Colorado
$5.62M +$867K +17,555 +18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.73M +$1.37M +27,685 +41%
BC
13
Brio Consultants
California
$4.55M -$218K -4,423 -5%
PWM
14
Prentice Wealth Management
New York
$3.68M -$27.9K -565 -0.8%
KWM
15
Kingsview Wealth Management
Oregon
$3.37M +$1.58M +32,106 +89%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$3.08M +$291K +5,900 +10%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.62M -$179K -3,629 -6%
PCIA
18
Prime Capital Investment Advisors
Kansas
$2.29M -$1.19K -24 -0.1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.13M -$1.81M -36,702 -46%
Morgan Stanley
20
Morgan Stanley
New York
$2.06M -$1.7M -34,393 -45%
DWM
21
Destination Wealth Management
California
$1.81M -$324K -6,558 -15%
FWM
22
Fingerlakes Wealth Management
New York
$1.74M +$131K +2,661 +8%
ITB
23
Idaho Trust Bank
Idaho
$1.74M +$1.74M +35,175 New
Ameriprise
24
Ameriprise
Minnesota
$1.66M +$346K +7,003 +26%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.65M -$18.3K -370 -1%
1
2 3 4