SPDR S&P 500 ESG ETF
EFIV
EFIV
107 hedge funds and large institutions have $406M invested in SPDR S&P 500 ESG ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
3% more funds holding
Funds holding: 104 → 107 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Holders
107
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$134M | |
| 2 | +$10.2M | |
| 3 | +$6.78M | |
| 4 |
LPL Financial
San Diego,
California
|
+$3.81M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.42M |
Top Sellers
| 1 | -$1M | |
| 2 | -$708K | |
| 3 | -$578K | |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
-$429K |
| 5 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$391K |