State Street SPDR S&P 500 ESG ETF
EFIV
92 hedge funds and large institutions have $196M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
110% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 20
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
12% more funds holding
Funds holding: 82 → 92 (+10)
4% less capital invested
Capital invested by funds: $205M → $196M (-$8.94M)
1.77% less ownership
Funds ownership: 18.47% → 16.7% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
+$8M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.99M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.03M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$888K |
| 5 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$760K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$27.5M |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$13.1M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$1.78M |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$1.74M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$773K |
EFIV Hedge Fund Activity: Q1 2024 in Review
92 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q1 2024, worth a combined $196M — down 4.4% from $205M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EFIV positions and 6 closed out — a net gain of 10 holders — while 42 added to existing stakes and 20 trimmed.
The largest buyer was Financial Network Wealth Management, opening a new position worth an estimated $8M. The largest seller was Retirement Capital Strategies, cutting an estimated $27.5M.
- 92 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q1 2024, up from 82 in Q4 2023.
- Funds reported $196M of State Street SPDR S&P 500 ESG ETF stock for Q1 2024, down 4.4% quarter-over-quarter.
- 16 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q1 2024 and 6 closed out, a net change of +10 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q1 2024 was Financial Network Wealth Management, an estimated $8M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q1 2024 was Retirement Capital Strategies, an estimated $27.5M sold.
Based on aggregated 13F filings for Q1 2024.