State Street SPDR S&P 500 ESG ETF
EFIV
104 hedge funds and large institutions have $238M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
46% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 28
21% more capital invested
Capital invested by funds: $196M → $238M (+$41.5M)
13% more funds holding
Funds holding: 92 → 104 (+12)
2.18% more ownership
Funds ownership: 16.7% → 18.88% (+2.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$28.4M |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$17.9M |
| 3 |
SWA
SOA Wealth Advisors
New York
|
+$4.09M |
| 4 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$2.46M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$965K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$19.3M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$2.55M |
| 3 |
PI
PineBridge Investments
New York
|
-$2.03M |
| 4 |
Jane Street
New York
|
-$1.54M |
| 5 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
-$628K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
101
Tower Research Capital (TRC)
New York
| $11.3K | -$149K | -2,935 | -93% |
|
|
HFS
102
Horizon Financial Services
Winston Salem,
North Carolina
| $6K | – | – | – |
|
|
AWM
103
Aspire Wealth Management
Waltham,
Massachusetts
| $2.44K | +$2.34K | +46 | New |
|
|
GEA
104
Glen Eagle Advisors
Kingston,
New Jersey
| $2.39K | – | – | – |
|
|
FHA
105
First Horizon Advisors
Memphis,
Tennessee
| $73 | – | – | – |
|
|
ZIG
106
Zurich Insurance Group
Zurich,
Switzerland
| – | -$628K | -12,516 | Closed |
|
|
OFG
107
OmniStar Financial Group
Wilmington,
North Carolina
| – | -$504K | -9,960 | Closed |
|
108
Two Sigma Investments
New York
| – | -$248K | -4,900 | Closed |
|
|
UWM
109
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| – | -$219K | -4,327 | Closed |
|
|
IA
110
IFP Advisors
Tampa,
Florida
| – | -$6.03K | -119 | Closed |
|
|
T
111
Tidemark
San Diego,
California
| – | -$5.52K | -109 | Closed |
|
EFIV Hedge Fund Activity: Q2 2024 in Review
104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2024, worth a combined $238M — up 21% from $196M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EFIV positions and 6 closed out — a net gain of 13 holders — while 41 added to existing stakes and 28 trimmed.
The largest buyer was Retirement Capital Strategies, adding an estimated $28.4M. The largest seller was Integrated Wealth Concepts, cutting an estimated $19.3M.
- 104 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2024, up from 92 in Q1 2024.
- Funds reported $238M of State Street SPDR S&P 500 ESG ETF stock for Q2 2024, up 21% quarter-over-quarter.
- 19 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2024 and 6 closed out, a net change of +13 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2024 was Retirement Capital Strategies, an estimated $28.4M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $19.3M sold.
Based on aggregated 13F filings for Q2 2024.