State Street SPDR S&P 500 ESG ETF
EFIV
63 hedge funds and large institutions have $127M invested in State Street SPDR S&P 500 ESG ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
7% more funds holding
Funds holding: 59 → 63 (+4)
1% more capital invested
Capital invested by funds: $125M → $127M (+$1.65M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.47% less ownership
Funds ownership: 19.71% → 17.25% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$2.8M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.52M |
| 3 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
+$1.36M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$941K |
| 5 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$772K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$8.6M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$3.49M |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$2.17M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$557K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$349K |
EFIV Hedge Fund Activity: Q1 2023 in Review
63 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q1 2023, worth a combined $127M — up 1.3% from $125M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EFIV positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 17 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $2.8M. The largest seller was LPL Financial, cutting an estimated $8.6M.
- 63 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q1 2023, up from 59 in Q4 2022.
- Funds reported $127M of State Street SPDR S&P 500 ESG ETF stock for Q1 2023, up 1.3% quarter-over-quarter.
- 13 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q1 2023 and 7 closed out, a net change of +6 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q1 2023 was Principal Financial Group, an estimated $2.8M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q1 2023 was LPL Financial, an estimated $8.6M sold.
Based on aggregated 13F filings for Q1 2023.