State Street SPDR S&P 500 Scored and Screened ETF
EFIV
104 hedge funds and large institutions have $238M invested in State Street SPDR S&P 500 Scored and Screened ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
105% more capital inflows, than outflows
Capital inflows: $59.8M | Capital outflows: $29.1M
46% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 28
13% more funds holding
Funds holding: 92 → 104 (+12)
2.18% more ownership
Funds ownership: 16.7% → 18.88% (+2.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Retirement Capital Strategies
San Jose,
California
|
+$28.4M |
| 2 |
Koss-Olinger Consulting
Gainesville,
Florida
|
+$17.9M |
| 3 |
SOA Wealth Advisors
New York
|
+$4.09M |
| 4 |
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$2.46M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$965K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$19.3M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$2.55M |
| 3 |
PineBridge Investments
New York
|
-$2.03M |
| 4 |
Jane Street
New York
|
-$1.54M |
| 5 |
Zurich Insurance Group
Zurich,
Switzerland
|
-$628K |
EFIV Hedge Fund Activity: Q2 2024 in Review
104 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Scored and Screened ETF (EFIV) for Q2 2024, worth a combined $238M — up 21% from $196M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EFIV positions and 6 closed out — a net gain of 13 holders — while 41 added to existing stakes and 28 trimmed.
The largest buyer was Retirement Capital Strategies, adding an estimated $28.4M. The largest seller was Integrated Wealth Concepts, cutting an estimated $19.3M.
- 104 institutional investors held State Street SPDR S&P 500 Scored and Screened ETF (EFIV) as of Q2 2024, up from 92 in Q1 2024.
- Funds reported $238M of State Street SPDR S&P 500 Scored and Screened ETF stock for Q2 2024, up 21% quarter-over-quarter.
- 19 funds opened new State Street SPDR S&P 500 Scored and Screened ETF positions in Q2 2024 and 6 closed out, a net change of +13 holders.
- The largest State Street SPDR S&P 500 Scored and Screened ETF buyer in Q2 2024 was Retirement Capital Strategies, an estimated $28.4M added.
- The largest State Street SPDR S&P 500 Scored and Screened ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $19.3M sold.
Based on aggregated 13F filings for Q2 2024.