State Street SPDR S&P 500 ESG ETF
EFIV
7 hedge funds and large institutions have $2.56M invested in State Street SPDR S&P 500 ESG ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
276% more capital invested
Capital invested by funds: $682K → $2.56M (+$1.88M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
1.38% more ownership
Funds ownership: 1.37% → 2.75% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$556K |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$499K |
| 3 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$387K |
| 4 |
LPL Financial
San Diego,
California
|
+$206K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$58.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
Optimum Investment Advisors
Chicago,
Illinois
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWFA
1
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $663K | +$387K | +11,633 | +157% |
|
|
2
Jane Street
New York
| $583K | +$556K | +16,720 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $524K | +$58.6K | +1,761 | +13% |
|
|
FHA
4
Flagship Harbor Advisors
Boston,
Massachusetts
| $523K | +$499K | +14,999 | New |
|
|
5
LPL Financial
San Diego,
California
| $216K | +$206K | +6,208 | New |
|
6
UBS Group
Zurich,
Switzerland
| $30K | +$26.3K | +792 | +966% |
|
|
BWM
7
BerganKDV Wealth Management
Bloomington,
Minnesota
| $26K | – | – | – |
|
|
OIA
8
Optimum Investment Advisors
Chicago,
Illinois
| – | -$3K | -100 | Closed |
|
EFIV Hedge Fund Activity: Q4 2020 in Review
7 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q4 2020, worth a combined $2.56M — up 276% from $682K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EFIV positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $556K. The largest seller was Optimum Investment Advisors, exiting entirely with an estimated $3K sold.
- 7 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q4 2020, up from 5 in Q3 2020.
- Funds reported $2.56M of State Street SPDR S&P 500 ESG ETF stock for Q4 2020, up 276% quarter-over-quarter.
- 3 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q4 2020 and 1 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q4 2020 was Jane Street, an estimated $556K added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q4 2020 was Optimum Investment Advisors, an estimated $3K sold.
Based on aggregated 13F filings for Q4 2020.