State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
ESIX was delisted on the 12th of May, 2026.
6 hedge funds and large institutions have $237K invested in State Street SPDR S&P SmallCap 600 ESG ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
647% more capital invested
Capital invested by funds: $31.7K → $237K (+$205K)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
6.81% more ownership
Funds ownership: 1.11% → 7.93% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$194K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.94K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.92K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.61K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $202K | +$194K | +6,762 | New |
|
|
NS
2
NBC Securities
Birmingham,
Alabama
| $17K | – | – | – |
|
|
3
Morgan Stanley
New York
| $6.88K | -$6.61K | -230 | -50% |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | +$4.94K | +172 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $3.56K | +$1.24K | +43 | +57% |
|
|
6
UBS Group
Zurich,
Switzerland
| $2.07K | +$1.92K | +67 | +3,350% |
|
ESIX Hedge Fund Activity: Q1 2024 in Review
6 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) for Q1 2024, worth a combined $237K — up 647% from $31.7K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ESIX positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $194K. The largest seller was Morgan Stanley, cutting an estimated $6.61K.
- 6 institutional investors held State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) as of Q1 2024, up from 4 in Q4 2023.
- Funds reported $237K of State Street SPDR S&P SmallCap 600 ESG ETF stock for Q1 2024, up 647% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P SmallCap 600 ESG ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P SmallCap 600 ESG ETF buyer in Q1 2024 was HighTower Advisors, an estimated $194K added.
- The largest State Street SPDR S&P SmallCap 600 ESG ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.61K sold.
Based on aggregated 13F filings for Q1 2024.