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State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2324 (+1)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
7
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
$10.8M -$880K -24,398 -8%
FC
2
Fulcrum Capital
Washington
$7.57M
Betterment LLC
3
Betterment LLC
New York
$5.42M +$5.07M +140,544 New
Jane Street
4
Jane Street
New York
$3.48M +$1.62M +44,882 +99%
Bank of America
5
Bank of America
North Carolina
$3.08M +$2.65M +73,496 +1,135%
Citadel Advisors
6
Citadel Advisors
Florida
$2.84M +$1.97M +54,572 +286%
MMA
7
Miracle Mile Advisors
California
$1.01M +$366K +10,140 +63%
BOS
8
Bingham Osborn & Scarborough
California
$845K +$4.11K +114 +0.5%
PCIG
9
Partners Capital Investment Group
Massachusetts
$671K -$926K -25,672 -60%
AIA
10
Angeles Investment Advisors
California
$641K
B
11
Bailard
California
$607K +$24.5K +680 +5%
Cerity Partners
12
Cerity Partners
New York
$563K +$525K +14,558 New
HDIM
13
Hanson & Doremus Investment Management
Vermont
$545K
Baird Financial Group
14
Baird Financial Group
Wisconsin
$488K
BWP
15
Baldwin Wealth Partners
Massachusetts
$487K +$6.35K +176 +1%
FLPIM
16
F.L. Putnam Investment Management
Massachusetts
$459K +$429K +11,894 New
GFS
17
GYL Financial Synergies
Connecticut
$328K +$307K +8,506 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$285K -$6.78K -188 -2%
LPL Financial
19
LPL Financial
California
$243K -$462K -12,824 -67%
FHA
20
Flagship Harbor Advisors
Massachusetts
$236K +$217K +6,018 +6,687%
Osaic Holdings
21
Osaic Holdings
Arizona
$178K -$18.7K -520 -10%
PG
22
Proffitt & Goodson
Tennessee
$65K -$1.88K -52 -3%
CIA
23
Choate Investment Advisors
Massachusetts
$28K -$2.88K -80 -10%
TIM
24
Tortoise Investment Management
New York
-$404K -12,240 Closed
JWM
25
JFG Wealth Management
Colorado
-$64.1K -1,942 Closed

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.