SPDR S&P 500 ESG ETF
EFIV
EFIV
10 hedge funds and large institutions have $5.64M invested in SPDR S&P 500 ESG ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
Holders
10
Holders Change
+3
Holders Change %
+42.86%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Jane Street
New York
|
$0 |
| 2 |
2
Citadel Advisors
Miami,
Florida
|
$326K |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FHA
1
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.3M | 35,157 | +20,158 | +134% |
|
|
MWM
2
Merriman Wealth Management
Seattle,
Washington
| $1.22M | 33,056 | +33,056 | New |
|
|
RJA
3
Raymond James & Associates
St Petersburg,
Florida
| $878K | 23,760 | +23,760 | New |
|
|
BWFA
4
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $788K | 21,333 | +2,300 | +12% |
|
|
KFGK
5
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $557K | 15,061 | +15,061 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $326K | 8,834 | -6,190 | -41% |
|
7
LPL Financial
San Diego,
California
| $320K | 8,662 | +2,454 | +40% |
|
|
BWM
8
BerganKDV Wealth Management
Bloomington,
Minnesota
| $252K | 6,822 | +6,075 | +813% |
|
|
RWB
9
RMR Wealth Builders
Montclair,
New Jersey
| $3K | 78 | +78 | New |
|
|
10
Jane Street
New York
| – | – | -16,720 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | – | -874 | Closed |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
13
Osaic Holdings
Scottsdale,
Arizona
| $0 | 10 | +10 | New |
|