State Street SPDR S&P 500 ESG ETF
EFIV
78 hedge funds and large institutions have $150M invested in State Street SPDR S&P 500 ESG ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
32% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 25
4% more funds holding
Funds holding: 75 → 78 (+3)
1% more capital invested
Capital invested by funds: $148M → $150M (+$2.14M)
0.25% less ownership
Funds ownership: 16.34% → 16.09% (-0.25%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$4.54M |
| 2 |
Bank of New York Mellon
New York
|
+$4.13M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$3.36M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$1.4M |
| 5 |
EH
Equitable Holdings
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$2.16M |
| 2 |
Jane Street
New York
|
-$1.33M |
| 3 |
LPL Financial
San Diego,
California
|
-$605K |
| 4 |
PI
PineBridge Investments
New York
|
-$576K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$460K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATC
76
Adirondack Trust Company
Saratoga Springs,
New York
| $4.15K | – | – | – |
|
|
GEA
77
Glen Eagle Advisors
Kingston,
New Jersey
| $1.87K | – | – | – |
|
|
GWSG
78
GPS Wealth Strategies Group
Centennial,
Colorado
| $664 | – | – | – |
|
|
CW
79
CreativeOne Wealth
Overland Park,
Kansas
| – | -$318K | -7,392 | Closed |
|
|
MFG
80
Merit Financial Group
Alpharetta,
Georgia
| – | -$210K | -4,889 | Closed |
|
81
Citigroup
New York
| – | -$91.1K | -2,115 | Closed |
|
|
NFSG
82
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$17K | -395 | Closed |
|
EFIV Hedge Fund Activity: Q3 2023 in Review
78 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q3 2023, worth a combined $150M — up 1.4% from $148M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EFIV positions and 4 closed out — a net gain of 5 holders — while 33 added to existing stakes and 25 trimmed.
The largest buyer was Koss-Olinger Consulting, adding an estimated $4.54M. The largest seller was Retirement Capital Strategies, cutting an estimated $2.16M.
- 78 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q3 2023, up from 75 in Q2 2023.
- Funds reported $150M of State Street SPDR S&P 500 ESG ETF stock for Q3 2023, up 1.4% quarter-over-quarter.
- 9 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q3 2023 and 4 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q3 2023 was Koss-Olinger Consulting, an estimated $4.54M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q3 2023 was Retirement Capital Strategies, an estimated $2.16M sold.
Based on aggregated 13F filings for Q3 2023.