Axs Esoterica Nextg Eco ETFWUGIETF
13F holders, Q1 2024 (March 31)10holders
1famous investor
$61.91avg. 13F price*
At the end of Q1 2024, 10 institutions reported holding Axs Esoterica Nextg Eco ETF (WUGI) in their 13F filings. The largest holders were Jane Street Group, LLC ($1.4M), WealthBridge Capital Management, LLC ($645K) and Citadel Advisors ($624K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Axs Esoterica Nextg Eco ETF
- Filed as
- INVESTMENT MANAGERS SER TR I (Q1 2024)
- CUSIP
- 46144X495
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 3 | $298K |
Ownership 10 holders
| Jane Street Group, LLC | 0.00% | Reduce -9.8% | 22,277 | $1.4M |
| WealthBridge Capital Management, LLC | 0.22% | Add +29.6% | 10,418 | $645K |
| Citadel Advisors | 0.00% | New | 10,070 | $624K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,224 | $447K |
| PNC Financial Services Group, Inc. | 0.00% | New | 500 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | New | 168 | $10K |
| National Bank of Canada | 0.00% | Reduce -93.0% | 100 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 50 | $3K |
| UBS Group AG | 0.00% | Reduce -97.1% | 42 | $3K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.3% | 35 | $2K |
"% of holder's portfolio" is WUGI's weight in each manager's 13F, not the share of Axs Esoterica Nextg Eco ETF the manager owns.