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State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF

20 hedge funds and large institutions have $19.3M invested in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

11% more funds holding

Funds holding: 1820 (+2)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

21.09% less ownership

Funds ownership: 75.88%54.79% (-21%)

50% less capital invested

Capital invested by funds: $38.6M → $19.3M (-$19.3M)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1
Lake Street Advisors Group
New Hampshire
$7.9M -$6.59M -217,246 -41%
FC
2
Fulcrum Capital
Washington
$5M +$1.13M +37,200 +23%
Citadel Advisors
3
Citadel Advisors
Florida
$1.64M -$6.5M -214,306 -77%
PCIG
4
Partners Capital Investment Group
Massachusetts
$1.1M -$363K -11,950 -22%
Goldman Sachs
5
Goldman Sachs
New York
$802K -$1.07M -35,200 -53%
MMA
6
Miracle Mile Advisors
California
$408K +$29.4K +970 +6%
HDIM
7
Hanson & Doremus Investment Management
Vermont
$382K +$21.6K +712 +5%
B
8
Bailard
California
$323K +$384K +12,660 New
BWP
9
Baldwin Wealth Partners
Massachusetts
$320K -$14.6K -480 -4%
TIM
10
Tortoise Investment Management
New York
$292K +$317K +10,460 +1,078%
Jane Street
11
Jane Street
New York
$253K -$224K -7,380 -43%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$214K +$255K +8,400 New
BOS
13
Bingham Osborn & Scarborough
California
$210K +$250K +8,248 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$188K +$51.4K +1,694 +30%
Bank of America
15
Bank of America
North Carolina
$113K +$49.2K +1,620 +57%
CCM
16
Cribstone Capital Management
Maine
$84K
HFA
17
HC Financial Advisors
California
$19K +$22.1K +730 New
PG
18
Proffitt & Goodson
Tennessee
$6K
FHA
19
Flagship Harbor Advisors
Massachusetts
$2K
Osaic Holdings
20
Osaic Holdings
Arizona
$2K +$374K +12,320 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
-$563K -17,192 Closed
Wells Fargo
22
Wells Fargo
California
-$61 -2 Closed

EEMX Hedge Fund Activity: Q1 2020 in Review

20 of the 4,538 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 2020, worth a combined $19.3M — down 50% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EEMX positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Fulcrum Capital, adding an estimated $1.13M. The largest seller was Lake Street Advisors Group, cutting an estimated $6.59M.

  • 20 institutional investors held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) as of Q1 2020, up from 18 in Q4 2019.
  • Funds reported $19.3M of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF stock for Q1 2020, down 50% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF positions in Q1 2020 and 2 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF buyer in Q1 2020 was Fulcrum Capital, an estimated $1.13M added.
  • The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF seller in Q1 2020 was Lake Street Advisors Group, an estimated $6.59M sold.

Based on aggregated 13F filings for Q1 2020.