State Street SPDR S&P 500 ESG ETF
EFIV
34 hedge funds and large institutions have $116M invested in State Street SPDR S&P 500 ESG ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 6 closing their positions.
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
54% more capital invested
Capital invested by funds: $75.5M → $116M (+$40.8M)
13% more funds holding
Funds holding: 30 → 34 (+4)
5.7% more ownership
Funds ownership: 16.79% → 22.49% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
EFIV Hedge Fund Activity: Q1 2022 in Review
34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q1 2022, worth a combined $116M — up 54% from $75.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EFIV positions and 6 closed out — a net gain of 4 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $30M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $5.02M sold.
- 34 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q1 2022, up from 30 in Q4 2021.
- Funds reported $116M of State Street SPDR S&P 500 ESG ETF stock for Q1 2022, up 54% quarter-over-quarter.
- 10 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q1 2022 and 6 closed out, a net change of +4 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q1 2022 was Integrated Wealth Concepts, an estimated $30M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q1 2022 was Merriman Wealth Management, an estimated $5.02M sold.
Based on aggregated 13F filings for Q1 2022.