State Street SPDR S&P 500 ESG ETF
EFIV
82 hedge funds and large institutions have $205M invested in State Street SPDR S&P 500 ESG ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 8 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
37% more capital invested
Capital invested by funds: $150M → $205M (+$54.9M)
10% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 29
5% more funds holding
Funds holding: 78 → 82 (+4)
2.39% more ownership
Funds ownership: 16.09% → 18.48% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$25.5M |
| 2 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
+$9.89M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$2.22M |
| 4 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$2.21M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$894K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.9M |
| 2 |
Bank of New York Mellon
New York
|
-$2.4M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.3M |
| 4 |
NYLIM
New York Life Investment Management
New York
|
-$1.4M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$814K |
EFIV Hedge Fund Activity: Q4 2023 in Review
82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q4 2023, worth a combined $205M — up 37% from $150M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EFIV positions and 8 closed out — a net gain of 4 holders — while 32 added to existing stakes and 29 trimmed.
The largest buyer was Retirement Capital Strategies, adding an estimated $25.5M. The largest seller was Integrated Wealth Concepts, cutting an estimated $2.9M.
- 82 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q4 2023, up from 78 in Q3 2023.
- Funds reported $205M of State Street SPDR S&P 500 ESG ETF stock for Q4 2023, up 37% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q4 2023 and 8 closed out, a net change of +4 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q4 2023 was Retirement Capital Strategies, an estimated $25.5M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q4 2023 was Integrated Wealth Concepts, an estimated $2.9M sold.
Based on aggregated 13F filings for Q4 2023.