SPDR S&P 500 ESG ETF
EFIV
EFIV
112 hedge funds and large institutions have $278M invested in SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.41% less ownership
Funds ownership: 24.91% → 24.5% (-0.41%)
30% less capital invested
Capital invested by funds: $397M → $278M (-$119M)
Holders
112
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$4.42M | |
| 2 | +$2.69M | |
| 3 | +$2.21M | |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.09M |
| 5 |
TF
Tompkins Financial
Ithaca,
New York
|
+$1.89M |
Top Sellers
| 1 | -$5.5M | |
| 2 | -$4.96M | |
| 3 | -$3.09M | |
| 4 |
LPL Financial
San Diego,
California
|
-$2.3M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.9M |
