State Street SPDR S&P 500 ESG ETF
EFIV
34 hedge funds and large institutions have $116M invested in State Street SPDR S&P 500 ESG ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 6 closing their positions.
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
54% more capital invested
Capital invested by funds: $75.5M → $116M (+$40.8M)
13% more funds holding
Funds holding: 30 → 34 (+4)
5.7% more ownership
Funds ownership: 16.79% → 22.49% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$30M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.44M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$3.44M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.26M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$5.02M |
| 2 |
Jane Street
New York
|
-$2.64M |
| 3 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$2.27M |
| 4 |
BAM
Brave Asset Management
Summit,
New Jersey
|
-$292K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$54K |
EFIV Hedge Fund Activity: Q1 2022 in Review
34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q1 2022, worth a combined $116M — up 54% from $75.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EFIV positions and 6 closed out — a net gain of 4 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $30M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $5.02M sold.
- 34 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q1 2022, up from 30 in Q4 2021.
- Funds reported $116M of State Street SPDR S&P 500 ESG ETF stock for Q1 2022, up 54% quarter-over-quarter.
- 10 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q1 2022 and 6 closed out, a net change of +4 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q1 2022 was Integrated Wealth Concepts, an estimated $30M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q1 2022 was Merriman Wealth Management, an estimated $5.02M sold.
Based on aggregated 13F filings for Q1 2022.