CHGX

Stance Sustainable Beta ETF

+$5.0M

Net Activity

Institutions Holding

44

Popularity Rank

#6307

Avg Weight

0.24%

Total Value

$59.3M

Ownership Trend

44 institutions currently hold CHGX, with 16 net buyers and 20 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

20

Net Buying Institutions

16

Key Holders

Key Holders

Top 5 by Value

PI
PFG Investments, LLC
$11.4M
NI
Natural Investments, LLC
$8.4M
SC
Stance Capital LLC
$7.1M
WI
World Investment Advisors
$5.5M
CC
Colorado Capital Management, Inc.
$4.4M

Top 5 by Conviction

SC
Stance Capital LLC
3.46%
NI
Natural Investments, LLC
2.08%
CC
Colorado Capital Management, Inc.
1.62%
WA
Westfuller Advisors, LLC
1.29%
PI
PFG Investments, LLC
0.53%
View all 44 holding institutions

Quarterly Activity

Recent Activity

+$41.0M

Total Buy Value

$13.7M

Total Sell Value

New buy5
Trim13
Add11
Sold out7

16

Net Buyers

20

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding STANCE SUSTAINABLE BETA ETF (CHGX)?
Major stakeholders currently include PFG Investments, LLC ($11.4M), Natural Investments, LLC ($8.4M), Stance Capital LLC ($7.1M). Based on the latest 13F filings, there are a total of 44 tracked investment funds and institutions maintaining positions in CHGX.
What is the overall institutional sentiment toward CHGX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $5.0M, driven by 16 managers accumulating shares while 20 reduced their exposure.
Which institutions have been selling or reducing their CHGX positions?
In the latest period, 13 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $13.7M.
Are there any notable investors adding CHGX to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $41.0M.

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