State Street SPDR S&P 500 ESG ETF
EFIV
51 hedge funds and large institutions have $99.2M invested in State Street SPDR S&P 500 ESG ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
283% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 6
38% more funds holding
Funds holding: 37 → 51 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.34% less ownership
Funds ownership: 23.05% → 22.71% (-0.34%)
1% less capital invested
Capital invested by funds: $101M → $99.2M (-$1.37M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$4.08M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$2.18M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.6M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$999K |
| 5 |
Jane Street
New York
|
+$877K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.01M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.68M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$670K |
| 4 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$315K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$286K |
EFIV Hedge Fund Activity: Q3 2022 in Review
51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q3 2022, worth a combined $99.2M — down 1.4% from $101M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EFIV positions and 1 closed out — a net gain of 14 holders — while 23 added to existing stakes and 6 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $4.08M. The largest seller was LPL Financial, cutting an estimated $2.01M.
- 51 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q3 2022, up from 37 in Q2 2022.
- Funds reported $99.2M of State Street SPDR S&P 500 ESG ETF stock for Q3 2022, down 1.4% quarter-over-quarter.
- 15 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q3 2022 and 1 closed out, a net change of +14 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q3 2022 was Gradient Investments, an estimated $4.08M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q3 2022 was LPL Financial, an estimated $2.01M sold.
Based on aggregated 13F filings for Q3 2022.