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Xtrackers MSCI USA ESG Leaders Equity ETF

75 hedge funds and large institutions have $931M invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

7% more capital invested

Capital invested by funds: $873M → $931M (+$58.3M)

3% more funds holding

Funds holding: 7375 (+2)

0.32% less ownership

Funds ownership: 84.76%84.45% (-0.32%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
10
Increased
26
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOF
1
Bank of Finland
Finland
$387M +$1.09M +21,216 +0.3%
BOI
2
Bank of Italy
Italy
$293M
NAM
3
Nissay Asset Management
Japan
$84M +$39.3M +763,000 +94%
SWM
4
SigFig Wealth Management
California
$25.1M +$5.15M +100,077 +27%
US Bancorp
5
US Bancorp
Minnesota
$18.1M -$408K -7,922 -2%
Bank of America
6
Bank of America
North Carolina
$17.8M -$321K -6,236 -2%
MIS
7
Morningstar Investment Services
Illinois
$12M -$542K -10,528 -4%
Principal Financial Group
8
Principal Financial Group
Iowa
$8.62M +$754K +14,658 +10%
CCM
9
Colorado Capital Management
Colorado
$8.34M +$1.5M +29,234 +23%
RFWA
10
RPg Family Wealth Advisory
Massachusetts
$8.01M +$62K +1,204 +0.8%
Financial Engines Advisors
11
Financial Engines Advisors
California
$6.78M -$290K -5,628 -4%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$6.14M -$702K -13,651 -11%
BC
13
Brio Consultants
California
$5.42M +$126K +2,445 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.96M -$694K -13,484 -13%
PWM
15
Prentice Wealth Management
New York
$4.53M +$574K +11,158 +15%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$3.98M +$227K +4,420 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3M -$22.8M -442,883 -89%
PCIA
18
Prime Capital Investment Advisors
Kansas
$2.67M -$9.62K -187 -0.4%
Morgan Stanley
19
Morgan Stanley
New York
$2.39M +$27.9K +543 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$2.26M +$2.18M +42,341 New
LPL Financial
21
LPL Financial
California
$2.06M +$49.6K +964 +3%
FWM
22
Fingerlakes Wealth Management
New York
$1.92M +$25.2K +489 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.79M -$72.1K -1,401 -4%
Ameriprise
24
Ameriprise
Minnesota
$1.75M -$101K -1,969 -6%
Goldman Sachs
25
Goldman Sachs
New York
$1.72M +$1.66M +32,307 New

USSG Hedge Fund Activity: Q3 2024 in Review

75 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q3 2024, worth a combined $931M — up 6.7% from $873M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new USSG positions and 6 closed out — a net gain of 4 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Nissay Asset Management, adding an estimated $39.3M. The largest seller was Royal Bank of Canada, cutting an estimated $22.8M.

  • 75 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q3 2024, up from 73 in Q2 2024.
  • Funds reported $931M of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q3 2024, up 6.7% quarter-over-quarter.
  • 10 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q3 2024 and 6 closed out, a net change of +4 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q3 2024 was Nissay Asset Management, an estimated $39.3M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2024.