State Street SPDR S&P 500 ESG ETF
EFIV
107 hedge funds and large institutions have $406M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
71% more capital invested
Capital invested by funds: $238M → $406M (+$168M)
36% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 33
6.73% more ownership
Funds ownership: 18.88% → 25.6% (+6.7%)
3% more funds holding
Funds holding: 104 → 107 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$130M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$9.88M |
| 3 |
Two Sigma Investments
New York
|
+$6.55M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.68M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$969K |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$684K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$578K |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
-$415K |
| 5 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$378K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCWA
101
Pacific Capital Wealth Advisors
Corona,
California
| $23.4K | +$270 | +5 | +1% |
|
|
EB
102
Eastern Bank
Boston,
Massachusetts
| $14.1K | +$13.6K | +253 | New |
|
|
GWM
103
Geneos Wealth Management
Englewood,
Colorado
| $12.8K | – | – | – |
|
|
HFS
104
Horizon Financial Services
Winston Salem,
North Carolina
| $6.3K | – | – | – |
|
|
AWM
105
Aspire Wealth Management
Waltham,
Massachusetts
| $2.56K | – | – | – |
|
|
GEA
106
Glen Eagle Advisors
Kingston,
New Jersey
| $2.51K | – | – | – |
|
|
MFA
107
McClarren Financial Advisors
State College,
Pennsylvania
| $300 | +$288K | +5,344 | +10,083% |
|
|
FHA
108
First Horizon Advisors
Memphis,
Tennessee
| $77 | – | – | – |
|
|
109
Citadel Advisors
Miami,
Florida
| – | -$578K | -10,881 | Closed |
|
110
Jane Street
New York
| – | -$230K | -4,339 | Closed |
|
|
PI
111
PineBridge Investments
New York
| – | -$203K | -3,818 | Closed |
|
|
BFA
112
Brown Financial Advisors
Milford,
Ohio
| – | -$155K | -2,912 | Closed |
|
|
IAIM
113
International Assets Investment Management
Orlando,
Florida
| – | -$19.2K | -361 | Closed |
|
EFIV Hedge Fund Activity: Q3 2024 in Review
107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q3 2024, worth a combined $406M — up 71% from $238M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EFIV positions and 5 closed out — a net gain of 5 holders — while 45 added to existing stakes and 33 trimmed.
The largest buyer was Provida Pension Fund Administrator, opening a new position worth an estimated $130M. The largest seller was Financial Services Advisory, cutting an estimated $969K.
- 107 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q3 2024, up from 104 in Q2 2024.
- Funds reported $406M of State Street SPDR S&P 500 ESG ETF stock for Q3 2024, up 71% quarter-over-quarter.
- 10 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q3 2024 and 5 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q3 2024 was Provida Pension Fund Administrator, an estimated $130M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q3 2024 was Financial Services Advisory, an estimated $969K sold.
Based on aggregated 13F filings for Q3 2024.