SPDR S&P 500 ESG ETF
EFIV
EFIV
92 hedge funds and large institutions have $196M invested in SPDR S&P 500 ESG ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 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 in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
4% less capital invested
Capital invested by funds: $205M → $196M (-$9.07M)
1.78% less ownership
Funds ownership: 18.48% → 16.7% (-1.8%)
Holders
92
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$8.31M | |
| 2 | +$3.14M | |
| 3 | +$1.09M | |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$932K |
| 5 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$798K |
Top Sellers
| 1 | -$28.9M | |
| 2 | -$13.1M | |
| 3 | -$1.87M | |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$1.74M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$811K |