SPDR S&P 500 ESG ETF
EFIV
EFIV
78 hedge funds and large institutions have $150M invested in SPDR S&P 500 ESG ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 4 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 capital invested
Capital invested by funds: $ → $
0.25% less ownership
Funds ownership: 16.34% → 16.09% (-0.25%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
78
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.35M | |
| 2 | +$3.96M | |
| 3 | +$3.22M | |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$1.34M |
| 5 |
EH
Equitable Holdings
New York
|
+$1.02M |
Top Sellers
| 1 | -$2.07M | |
| 2 | -$1.28M | |
| 3 | -$581K | |
| 4 |
PI
PineBridge Investments
New York
|
-$553K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$442K |