State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
24 hedge funds and large institutions have $40.9M invested in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
60% more capital invested
Capital invested by funds: $25.5M → $40.9M (+$15.4M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
12.92% more ownership
Funds ownership: 53.32% → 66.24% (+13%)
4% more funds holding
Funds holding: 23 → 24 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$5.07M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.65M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.97M |
| 4 |
Jane Street
New York
|
+$1.62M |
| 5 |
Cerity Partners
New York
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$926K |
| 2 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
-$880K |
| 3 |
LPL Financial
San Diego,
California
|
-$462K |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$404K |
| 5 |
JWM
JFG Wealth Management
Denver,
Colorado
|
-$64.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| – | -$9K | -272 | Closed |
|
27
Wells Fargo
San Francisco,
California
| – | +$72 | +2 | New |
|
EEMX Hedge Fund Activity: Q4 2020 in Review
24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) for Q4 2020, worth a combined $40.9M — up 60% from $25.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EEMX positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Betterment LLC, opening a new position worth an estimated $5.07M. The largest seller was Partners Capital Investment Group, cutting an estimated $926K.
- 24 institutional investors held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $40.9M of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF stock for Q4 2020, up 60% quarter-over-quarter.
- 5 funds opened new State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF positions in Q4 2020 and 3 closed out, a net change of +2 holders.
- The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF buyer in Q4 2020 was Betterment LLC, an estimated $5.07M added.
- The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF seller in Q4 2020 was Partners Capital Investment Group, an estimated $926K sold.
Based on aggregated 13F filings for Q4 2020.