X-trackers MSCI USA ESG Leaders Equity ETF (USSG) Institutional Ownership

$48.93
+0.26 (+0.53%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for X-trackers MSCI USA ESG Leaders Equity ETF (NYSEARCA:USSG)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$891.58K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$447.80K
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USSG Institutional Buying and Selling by Quarter

X-trackers MSCI USA ESG Leaders Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2024SVB Wealth LLC4,590$203K0.0%-46.6%0.015%
11/13/2023 Financial Engines Advisors L.L.C.103,664$4.11M0.0%+8.2%0.340%
11/4/2023 NBC Securities Inc.742$29K0.0%N/A0.002%
10/23/2023SVB Wealth LLC8,590$341K0.0%-25.2%0.028%
10/12/2023 AdvisorNet Financial Inc719$29K0.0%N/A0.002%
8/11/2023 Financial Engines Advisors L.L.C.95,769$3.89M0.0%+15.4%0.314%
7/24/2023SVB Wealth LLC11,480$467K0.0%-25.1%0.036%
5/11/2023 Swiss RE Ltd.2,418,500$90.88M21.3%N/A7.593%
5/9/2023 US Bancorp DE245,004$9.21M0.0%-1.7%0.769%
2/13/2023 RPg Family Wealth Advisory LLC120,049$4.18M2.9%+1.5%0.136%
2/10/2023SVB Wealth LLC12,663$441K0.0%-8.7%0.014%
11/9/2022SVB Wealth LLC13,863$452K0.0%-16.0%0.016%
10/27/2022 US Bancorp DE248,893$8.11M0.0%-23.9%0.294%
8/12/2022 RPg Family Wealth Advisory LLC118,463$4.15M2.5%-4.7%0.141%
8/12/2022 Financial Engines Advisors L.L.C.35,172$1.23M0.0%+13.5%0.042%
8/10/2022 Swiss RE Ltd.1,311,600$45.79M9.2%-7.9%1.561%
8/1/2022 US Bancorp DE327,198$11.42M0.0%-8.6%0.387%
5/16/2022 Swiss RE Ltd.1,424,600$59.38M10.4%-61.8%1.844%
5/12/2022 Financial Engines Advisors L.L.C.30,986$1.29M0.0%+437.7%0.040%
5/11/2022 US Bancorp DE358,061$14.92M0.0%-14.3%0.464%
5/10/2022 Aaron Wealth Advisors LLC346,860$8.32M0.1%+4,068.0%0.449%
5/9/2022 RPg Family Wealth Advisory LLC124,291$5.18M2.2%+0.5%0.161%
4/14/2022 AdvisorNet Financial Inc2,617$109K0.0%+31.5%0.003%
2/14/2022 RPg Family Wealth Advisory LLC123,716$5.49M2.2%+0.6%0.157%
2/10/2022 Financial Engines Advisors L.L.C.5,763$256K0.0%N/A0.007%
1/28/2022 First National Corp MA ADV9,602$426K0.1%N/A0.012%
1/21/2022 Aaron Wealth Advisors LLC8,322$369K0.1%+50.2%0.010%
1/19/2022 AdvisorNet Financial Inc1,990$88K0.0%+30.5%0.002%
11/9/2021Boston Private Wealth LLC7,550$300K0.0%+27.2%0.008%
10/21/2021 Aaron Wealth Advisors LLC5,540$220K0.1%N/A0.006%
10/15/2021 AdvisorNet Financial Inc1,525$61K0.0%N/A0.002%
8/16/2021 RPg Family Wealth Advisory LLC121,976$4.84M2.0%N/A0.131%
7/15/2021 Sage Advisory Services Ltd.Co.30,104$1.19M0.3%+36.1%0.032%
5/17/2021Ameriprise Financial Inc.40,496$1.50M0.0%+23.6%0.044%
5/7/2021Prime Capital Investment Advisors LLC20,593$751K0.1%+59.2%0.022%
4/27/2021 Sage Advisory Services Ltd.Co.22,126$806K0.2%+30.2%0.024%
2/11/2021Steward Partners Investment Advisory LLC34,407$1.17M0.0%+53.6%0.037%
2/3/2021Prime Capital Investment Advisors LLC12,934$441K0.0%+109.2%0.014%
1/25/2021 Sage Advisory Services Ltd.Co.16,996$579K0.2%+2.9%0.018%
10/30/2020 Sage Advisory Services Ltd.Co.16,520$505K0.2%-26.8%0.020%
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10/30/2020Steward Partners Investment Advisory LLC22,407$688K0.0%-18.1%0.027%
7/28/2020 Sage Advisory Services Ltd.Co.22,580$641K0.2%+115.0%0.028%
7/17/2020Prime Capital Investment Advisors LLC6,166$175K0.0%N/A0.008%
(Data available from 1/1/2016 forward)

USSG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USSG shares?

During the previous two years, the following institutional investors and hedge funds held shares of X-trackers MSCI USA ESG Leaders Equity ETF shares: Swiss RE Ltd. ($90.88M), US Bancorp DE ($9.21M), RPg Family Wealth Advisory LLC ($4.18M), Financial Engines Advisors L.L.C. ($4.11M), SVB Wealth LLC ($203K), and NBC Securities Inc. ($29K), and AdvisorNet Financial Inc ($29K).Learn more on USSG's institutional investors.

Which institutional investors have been buying X-trackers MSCI USA ESG Leaders Equity ETF stock?

The following institutional investors have purchased X-trackers MSCI USA ESG Leaders Equity ETF stock in the last 24 months: Swiss RE Ltd. ($2.42M), Financial Engines Advisors L.L.C. ($24.89K), RPg Family Wealth Advisory LLC ($1.77K), NBC Securities Inc. ($742.00), and AdvisorNet Financial Inc ($719.00).

How much institutional buying is happening at X-trackers MSCI USA ESG Leaders Equity ETF?

Institutional investors have bought a total of 2,446,618 shares in the last 24 months. This purchase volume represents approximately $91.98M in transactions.

Which X-trackers MSCI USA ESG Leaders Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold X-trackers MSCI USA ESG Leaders Equity ETF stock in the last 24 months: Swiss RE Ltd. ($2.42M), US Bancorp DE ($113.40K), SVB Wealth LLC ($14.58K), and RPg Family Wealth Advisory LLC ($5.83K).

How much institutional selling is happening at X-trackers MSCI USA ESG Leaders Equity ETF?

Institutional investors have sold a total of 2,555,202 shares in the last 24 months. This volume of shares sold represents approximately $104.73M in transactions.


This page (NYSEARCA:USSG) was last updated on 5/15/2024 by MarketBeat.com Staff

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