State Street SPDR S&P 500 ESG ETF
EFIV
12 hedge funds and large institutions have $10M invested in State Street SPDR S&P 500 ESG ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 3 closing their positions.
78% more capital invested
Capital invested by funds: $5.64M → $10M (+$4.38M)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
20% more funds holding
Funds holding: 10 → 12 (+2)
1.07% more ownership
Funds ownership: 3.18% → 4.25% (+1.1%)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$2.19M |
| 2 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$1.09M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$453K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$325K |
| 5 |
LPL Financial
San Diego,
California
|
+$246K |
Top Sellers
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$1.22M |
| 2 |
RWB
RMR Wealth Builders
Montclair,
New Jersey
|
-$3K |
EFIV Hedge Fund Activity: Q2 2021 in Review
12 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2021, worth a combined $10M — up 78% from $5.64M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EFIV positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 0 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.19M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $1.22M sold.
- 12 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2021, up from 10 in Q1 2021.
- Funds reported $10M of State Street SPDR S&P 500 ESG ETF stock for Q2 2021, up 78% quarter-over-quarter.
- 5 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2021 and 3 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2021 was Goldman Sachs, an estimated $2.19M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2021 was Merriman Wealth Management, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2021.