SPDR S&P 500 ESG ETF
EFIV
EFIV
37 hedge funds and large institutions have $101M invested in SPDR S&P 500 ESG ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less capital invested
Capital invested by funds: $116M → $101M (-$15.7M)
Holders
37
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.14M | |
| 2 | +$1.81M | |
| 3 | +$1.07M | |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$965K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$439K |
Top Sellers
| 1 | -$2.96M | |
| 2 | -$749K | |
| 3 | -$717K | |
| 4 |
RIS
Retirement Income Solutions
Ann Arbor,
Michigan
|
-$591K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$375K |