State Street SPDR S&P 500 ESG ETF
EFIV
10 hedge funds and large institutions have $5.64M invested in State Street 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.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
120% more capital invested
Capital invested by funds: $2.56M → $5.64M (+$3.08M)
43% more funds holding
Funds holding: 7 → 10 (+3)
0.44% more ownership
Funds ownership: 2.75% → 3.18% (+0.44%)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$583K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$222K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$30K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
1
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.3M | +$724K | +20,158 | +134% |
|
|
MWM
2
Merriman Wealth Management
Seattle,
Washington
| $1.22M | +$1.19M | +33,056 | New |
|
|
RJA
3
Raymond James & Associates
St Petersburg,
Florida
| $878K | +$853K | +23,760 | New |
|
|
BWFA
4
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $788K | +$82.6K | +2,300 | +12% |
|
|
KFGK
5
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $557K | +$541K | +15,061 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $326K | -$222K | -6,190 | -41% |
|
7
LPL Financial
San Diego,
California
| $320K | +$88.1K | +2,454 | +40% |
|
|
BWM
8
BerganKDV Wealth Management
Bloomington,
Minnesota
| $252K | +$218K | +6,075 | +813% |
|
|
RWB
9
RMR Wealth Builders
Montclair,
New Jersey
| $3K | +$2.8K | +78 | New |
|
|
10
Jane Street
New York
| – | -$583K | -16,720 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$30K | -874 | Closed |
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | +$359 | +10 | New |
|
EFIV Hedge Fund Activity: Q1 2021 in Review
10 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q1 2021, worth a combined $5.64M — up 120% from $2.56M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EFIV positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $1.19M. The largest seller was Jane Street, exiting entirely with an estimated $583K sold.
- 10 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q1 2021, up from 7 in Q4 2020.
- Funds reported $5.64M of State Street SPDR S&P 500 ESG ETF stock for Q1 2021, up 120% quarter-over-quarter.
- 5 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q1 2021 and 2 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q1 2021 was Merriman Wealth Management, an estimated $1.19M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q1 2021 was Jane Street, an estimated $583K sold.
Based on aggregated 13F filings for Q1 2021.