State Street SPDR S&P 500 ESG ETF
EFIV
75 hedge funds and large institutions have $148M invested in State Street SPDR S&P 500 ESG ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
61% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 18
19% more funds holding
Funds holding: 63 → 75 (+12)
17% more capital invested
Capital invested by funds: $127M → $148M (+$21.1M)
0.91% less ownership
Funds ownership: 17.25% → 16.34% (-0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$7.05M |
| 2 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$6.55M |
| 3 |
PI
PineBridge Investments
New York
|
+$2.71M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$2.32M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$13M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.65M |
| 3 |
Goldman Sachs
New York
|
-$1.17M |
| 4 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
-$953K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$265K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Goldman Sachs
New York
| – | -$1.17M | -29,588 | Closed |
|
77
Citadel Advisors
Miami,
Florida
| – | -$242K | -6,140 | Closed |
|
|
EH
78
Equitable Holdings
New York
| – | -$222K | -5,628 | Closed |
|
EFIV Hedge Fund Activity: Q2 2023 in Review
75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2023, worth a combined $148M — up 17% from $127M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EFIV positions and 3 closed out — a net gain of 12 holders — while 29 added to existing stakes and 18 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $7.05M. The largest seller was Integrated Wealth Concepts, cutting an estimated $13M.
- 75 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2023, up from 63 in Q1 2023.
- Funds reported $148M of State Street SPDR S&P 500 ESG ETF stock for Q2 2023, up 17% quarter-over-quarter.
- 15 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2023 and 3 closed out, a net change of +12 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $7.05M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2023 was Integrated Wealth Concepts, an estimated $13M sold.
Based on aggregated 13F filings for Q2 2023.