SPDR S&P 500 ESG ETF
EFIV
EFIV
75 hedge funds and large institutions have $148M invested in SPDR S&P 500 ESG ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 18 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 funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
17% more capital invested
Capital invested by funds: $127M → $148M (+$21.1M)
0.91% less ownership
Funds ownership: 17.25% → 16.34% (-0.91%)
Holders
75
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$7.46M | |
| 2 | +$6.93M | |
| 3 | +$2.87M | |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$2.46M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.01M |
Top Sellers
| 1 | -$13.8M | |
| 2 | -$2.81M | |
| 3 | -$1.17M | |
| 4 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
-$1.01M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$281K |