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State Street SPDR S&P 500 ESG ETF
EFIV
EFIV
30 hedge funds and large institutions have $75.5M invested in State Street SPDR S&P 500 ESG ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
327% more capital invested
Capital invested by funds: $17.7M → $75.5M (+$57.8M)
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
100% more funds holding
Funds holding: 15 → 30 (+15)
11.34% more ownership
Funds ownership: 5.45% → 16.79% (+11%)
Holders
30
Holders Change
+15
Holders Change %
+100%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
11
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BOI
Bank of Italy
Rome,
Italy
|
+$33.7M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$4.84M |
| 3 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
+$2.93M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.93M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.94M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$1.2M |
| 2 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$9.86K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$2.31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $54K | +$52.4K | +1,200 | New |
|
27
UBS Group
Zurich,
Switzerland
| $19K | +$18K | +413 | New |
|
|
HFS
28
Horizon Financial Services
Winston Salem,
North Carolina
| $5.12K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $5K | +$5.46K | +125 | New |
|
|
GWSG
30
GPS Wealth Strategies Group
Centennial,
Colorado
| $1K | +$698 | +16 | New |
|