State Street SPDR S&P 500 ESG ETF
EFIV
15 hedge funds and large institutions have $17.7M invested in State Street SPDR S&P 500 ESG ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
76% more capital invested
Capital invested by funds: $10M → $17.7M (+$7.66M)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
25% more funds holding
Funds holding: 12 → 15 (+3)
1.2% more ownership
Funds ownership: 4.25% → 5.45% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.62M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.7M |
| 3 |
Jane Street
New York
|
+$741K |
| 4 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$442K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$807K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$302K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$123K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$49K |
| 5 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$3.02K |
EFIV Hedge Fund Activity: Q3 2021 in Review
15 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q3 2021, worth a combined $17.7M — up 76% from $10M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EFIV positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.62M. The largest seller was Goldman Sachs, cutting an estimated $807K.
- 15 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q3 2021, up from 12 in Q2 2021.
- Funds reported $17.7M of State Street SPDR S&P 500 ESG ETF stock for Q3 2021, up 76% quarter-over-quarter.
- 4 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q3 2021 and 1 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q3 2021 was LPL Financial, an estimated $5.62M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q3 2021 was Goldman Sachs, an estimated $807K sold.
Based on aggregated 13F filings for Q3 2021.