SPDR S&P 500 ESG ETF
EFIV
EFIV
114 hedge funds and large institutions have $467M invested in SPDR S&P 500 ESG ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 10 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 capital invested
Capital invested by funds: $ → $
7% more funds holding
Funds holding: 107 → 114 (+7)
1.41% more ownership
Funds ownership: 25.6% → 27.02% (+1.4%)
Holders
114
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$52.7M | |
| 2 | +$4.33M | |
| 3 | +$4.08M | |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$2.59M |
| 5 |
SWA
SOA Wealth Advisors
New York
|
+$2.14M |
Top Sellers
| 1 | -$26.7M | |
| 2 | -$993K | |
| 3 | -$370K | |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$314K |
| 5 |
WLIM
White Lighthouse Investment Management
Bedford,
Massachusetts
|
-$291K |