State Street SPDR S&P 500 ESG ETF
EFIV
59 hedge funds and large institutions have $125M invested in State Street SPDR S&P 500 ESG ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
26% more capital invested
Capital invested by funds: $99.2M → $125M (+$26.2M)
16% more funds holding
Funds holding: 51 → 59 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.99% less ownership
Funds ownership: 22.71% → 19.71% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5M |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$4.68M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$3.51M |
| 4 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$1.26M |
| 5 |
UFA
US Financial Advisors
Braintree,
Massachusetts
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$2.46M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.95M |
| 3 |
Jane Street
New York
|
-$786K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$765K |
| 5 |
NYLIM
New York Life Investment Management
New York
|
-$656K |
EFIV Hedge Fund Activity: Q4 2022 in Review
59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q4 2022, worth a combined $125M — up 26% from $99.2M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EFIV positions and 6 closed out — a net gain of 8 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $5M. The largest seller was PFS Investments, cutting an estimated $2.46M.
- 59 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q4 2022, up from 51 in Q3 2022.
- Funds reported $125M of State Street SPDR S&P 500 ESG ETF stock for Q4 2022, up 26% quarter-over-quarter.
- 14 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q4 2022 and 6 closed out, a net change of +8 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q4 2022 was LPL Financial, an estimated $5M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q4 2022 was PFS Investments, an estimated $2.46M sold.
Based on aggregated 13F filings for Q4 2022.