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Xtrackers MSCI USA ESG Leaders Equity ETF

78 hedge funds and large institutions have $768M invested in Xtrackers MSCI USA ESG Leaders Equity ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

4% more funds holding

Funds holding: 7578 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.25% less ownership

Funds ownership: 84.45%81.19% (-3.3%)

18% less capital invested

Capital invested by funds: $931M → $768M (-$163M)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
27
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOF
1
Bank of Finland
Finland
$394M +$1.45M +26,489 +0.4%
BOI
2
Bank of Italy
Italy
$138M -$161M -2,950,756 -54%
NAM
3
Nissay Asset Management
Japan
$74.3M -$12M -219,000 -14%
SWM
4
SigFig Wealth Management
California
$26.9M +$1.34M +24,435 +5%
Bank of America
5
Bank of America
North Carolina
$18.2M +$103K +1,888 +0.6%
US Bancorp
6
US Bancorp
Minnesota
$17.7M -$602K -10,995 -3%
Principal Financial Group
7
Principal Financial Group
Iowa
$11M +$2.28M +41,585 +26%
CCM
8
Colorado Capital Management
Colorado
$10.5M +$2.06M +37,729 +24%
Financial Engines Advisors
9
Financial Engines Advisors
California
$6.61M -$269K -4,907 -4%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$5.95M -$279K -5,090 -4%
BC
11
Brio Consultants
California
$5.9M +$417K +7,619 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.45M +$435K +7,951 +9%
RFWA
13
RPg Family Wealth Advisory
Massachusetts
$4.92M -$3.25M -59,338 -39%
PWM
14
Prentice Wealth Management
New York
$4.57M -$18.6K -339 -0.4%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$4.39M +$367K +6,700 +9%
AIM
16
Archer Investment Management
Texas
$3.76M +$3.81M +69,571 New
Morgan Stanley
17
Morgan Stanley
New York
$2.7M +$284K +5,183 +12%
PCIA
18
Prime Capital Investment Advisors
Kansas
$2.53M -$175K -3,205 -6%
Ameriprise
19
Ameriprise
Minnesota
$2M +$230K +4,206 +13%
FWM
20
Fingerlakes Wealth Management
New York
$1.89M -$64.9K -1,186 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.78M -$30.6K -560 -2%
DWM
22
Destination Wealth Management
California
$1.68M
LPL Financial
23
LPL Financial
California
$1.68M -$411K -7,513 -19%
Goldman Sachs
24
Goldman Sachs
New York
$1.68M -$69.2K -1,265 -4%
ACA
25
Aptus Capital Advisors
Alabama
$1.58M +$1.6M +29,238 New

USSG Hedge Fund Activity: Q4 2024 in Review

78 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for Q4 2024, worth a combined $768M — down 18% from $931M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new USSG positions and 8 closed out — a net gain of 5 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $2.28M. The largest seller was Bank of Italy, cutting an estimated $161M.

  • 78 institutional investors held Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) as of Q4 2024, up from 75 in Q3 2024.
  • Funds reported $768M of Xtrackers MSCI USA ESG Leaders Equity ETF stock for Q4 2024, down 18% quarter-over-quarter.
  • 13 funds opened new Xtrackers MSCI USA ESG Leaders Equity ETF positions in Q4 2024 and 8 closed out, a net change of +5 holders.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF buyer in Q4 2024 was Principal Financial Group, an estimated $2.28M added.
  • The largest Xtrackers MSCI USA ESG Leaders Equity ETF seller in Q4 2024 was Bank of Italy, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2024.