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Xtrackers MSCI USA ESG Leaders Equity ETF

73 hedge funds and large institutions have $873M invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2.38% less ownership

Funds ownership: 87.14%84.76% (-2.4%)

3% less funds holding

Funds holding: 7573 (-2)

8% less capital invested

Capital invested by funds: $946M → $873M (-$73.3M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.05%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
7
Increased
32
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOF
1
Bank of Finland
Finland
$371M +$1.17M +23,819 +0.3%
BOI
2
Bank of Italy
Italy
$281M -$163M -3,314,922 -38%
NAM
3
Nissay Asset Management
Japan
$41.5M +$39.9M +813,000 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$25.5M +$22.4M +456,001 +1,058%
SWM
5
SigFig Wealth Management
California
$19M +$1.59M +32,465 +10%
US Bancorp
6
US Bancorp
Minnesota
$17.8M -$593K -12,079 -3%
Bank of America
7
Bank of America
North Carolina
$17.4M -$239K -4,861 -1%
MIS
8
Morningstar Investment Services
Illinois
$12.1M -$964K -19,632 -8%
RFWA
9
RPg Family Wealth Advisory
Massachusetts
$7.63M +$30.7K +625 +0.4%
Principal Financial Group
10
Principal Financial Group
Iowa
$7.52M
Financial Engines Advisors
11
Financial Engines Advisors
California
$6.79M +$174K +3,537 +3%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$6.59M -$155K -3,149 -2%
CCM
13
Colorado Capital Management
Colorado
$6.51M +$670K +13,638 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.44M +$524K +10,677 +11%
BC
15
Brio Consultants
California
$5.07M +$347K +7,061 +8%
PWM
16
Prentice Wealth Management
New York
$3.77M -$38.1K -777 -1%
KWM
17
Kingsview Wealth Management
Oregon
$3.59M +$99.5K +2,026 +3%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$3.59M +$389K +7,930 +13%
PCIA
19
Prime Capital Investment Advisors
Kansas
$2.57M +$190K +3,874 +8%
Morgan Stanley
20
Morgan Stanley
New York
$2.26M +$125K +2,537 +6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.25M -$449K -9,154 -17%
LPL Financial
22
LPL Financial
California
$1.92M +$268K +5,459 +17%
FWM
23
Fingerlakes Wealth Management
New York
$1.82M +$22.2K +453 +1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.79M +$73.1K +1,488 +4%
Ameriprise
25
Ameriprise
Minnesota
$1.78M +$50.1K +1,021 +3%

USSG Hedge Fund Activity: Q2 2024 in Review

73 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q2 2024, worth a combined $873M — down 7.7% from $946M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of USSG and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 32 added.

The largest buyer was Nissay Asset Management, opening a new position worth an estimated $39.9M. The largest seller was Bank of Italy, cutting an estimated $163M.

  • 73 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q2 2024, down from 75 in Q1 2024.
  • Funds reported $873M of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q2 2024, down 7.7% quarter-over-quarter.
  • 7 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q2 2024 and 8 closed out, a net change of -1 holder.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q2 2024 was Nissay Asset Management, an estimated $39.9M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q2 2024 was Bank of Italy, an estimated $163M sold.

Based on aggregated 13F filings for Q2 2024.