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State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF

23 hedge funds and large institutions have $25.5M invested in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

11% more capital invested

Capital invested by funds: $22.9M → $25.5M (+$2.63M)

10% more funds holding

Funds holding: 2123 (+2)

0.4% more ownership

Funds ownership: 52.92%53.32% (+0.4%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1
Lake Street Advisors Group
New Hampshire
$10.1M -$182K -5,578 -2%
FC
2
Fulcrum Capital
Washington
$6.48M +$9.81K +300 +0.2%
Jane Street
3
Jane Street
New York
$1.49M -$578K -17,684 -28%
PCIG
4
Partners Capital Investment Group
Massachusetts
$1.42M
BOS
5
Bingham Osborn & Scarborough
California
$719K +$139K +4,250 +24%
LPL Financial
6
LPL Financial
California
$631K +$625K +19,114 New
Citadel Advisors
7
Citadel Advisors
Florida
$629K -$755K -23,100 -55%
AIA
8
Angeles Investment Advisors
California
$548K +$543K +16,600 New
MMA
9
Miracle Mile Advisors
California
$533K -$196 -6 -0%
B
10
Bailard
California
$497K +$77.9K +2,382 +19%
HDIM
11
Hanson & Doremus Investment Management
Vermont
$466K
Baird Financial Group
12
Baird Financial Group
Wisconsin
$418K +$139K +4,252 +51%
BWP
13
Baldwin Wealth Partners
Massachusetts
$411K -$915 -28 -0.2%
TIM
14
Tortoise Investment Management
New York
$404K +$2.94K +90 +0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$250K +$7K +214 +3%
Bank of America
16
Bank of America
North Carolina
$214K -$327 -10 -0.2%
Osaic Holdings
17
Osaic Holdings
Arizona
$169K +$128K +3,926 +327%
JWM
18
JFG Wealth Management
Colorado
$64.1K +$63.5K +1,942 New
PG
19
Proffitt & Goodson
Tennessee
$57K +$48.9K +1,496 +623%
CIA
20
Choate Investment Advisors
Massachusetts
$27K +$26.5K +810 New
EWM
21
Elmwood Wealth Management
California
$19K
UBS Group
22
UBS Group
Switzerland
$9K +$8.89K +272 New
FHA
23
Flagship Harbor Advisors
Massachusetts
$2K
CCM
24
Cribstone Capital Management
Maine
-$98K -3,300 Closed
PAG
25
Private Advisor Group
New Jersey
-$6K -200 Closed

EEMX Hedge Fund Activity: Q3 2020 in Review

23 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) for Q3 2020, worth a combined $25.5M — up 11% from $22.9M 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 6 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $625K. The largest seller was Citadel Advisors, cutting an estimated $755K.

  • 23 institutional investors held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) as of Q3 2020, up from 21 in Q2 2020.
  • Funds reported $25.5M of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF positions in Q3 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 Q3 2020 was LPL Financial, an estimated $625K added.
  • The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF seller in Q3 2020 was Citadel Advisors, an estimated $755K sold.

Based on aggregated 13F filings for Q3 2020.