State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
31 hedge funds and large institutions have $52.9M invested in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
29% more capital invested
Capital invested by funds: $40.9M → $52.9M (+$12.1M)
29% more funds holding
Funds holding: 24 → 31 (+7)
4.56% less ownership
Funds ownership: 66.24% → 61.68% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$4.19M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$2.7M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.11M |
| 4 |
LPL Financial
San Diego,
California
|
+$975K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$641K |
| 2 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
-$172K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$33.6K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$28.4K |
| 5 |
BOS
Bingham Osborn & Scarborough
San Francisco,
California
|
-$1.64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $203K | – | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $194K | +$10.3K | +250 | +5% |
|
|
PG
28
Proffitt & Goodson
Knoxville,
Tennessee
| $75K | +$8.53K | +208 | +12% |
|
|
CIA
29
Choate Investment Advisors
Boston,
Massachusetts
| $29K | – | – | – |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $27K | +$27.8K | +678 | New |
|
|
EWM
31
Elmwood Wealth Management
Berkeley,
California
| $25K | +$25.8K | +630 | New |
|
|
AIA
32
Angeles Investment Advisors
Santa Monica,
California
| – | -$641K | -16,600 | Closed |
|
EEMX Hedge Fund Activity: Q1 2021 in Review
31 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) for Q1 2021, worth a combined $52.9M — up 29% from $40.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EEMX positions and 1 closed out — a net gain of 7 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Betterment LLC, adding an estimated $4.19M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $641K sold.
- 31 institutional investors held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) as of Q1 2021, up from 24 in Q4 2020.
- Funds reported $52.9M of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF stock for Q1 2021, up 29% quarter-over-quarter.
- 8 funds opened new State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF positions in Q1 2021 and 1 closed out, a net change of +7 holders.
- The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF buyer in Q1 2021 was Betterment LLC, an estimated $4.19M added.
- The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF seller in Q1 2021 was Angeles Investment Advisors, an estimated $641K sold.
Based on aggregated 13F filings for Q1 2021.