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State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2431 (+7)

4.56% less ownership

Funds ownership: 66.24%61.68% (-4.6%)

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1
Lake Street Advisors Group
New Hampshire
$11M -$172K -4,196 -1%
Betterment LLC
2
Betterment LLC
New York
$9.65M +$4.19M +102,104 +73%
FC
3
Fulcrum Capital
Washington
$8.04M +$236K +5,750 +3%
Jane Street
4
Jane Street
New York
$3.62M +$38.8K +946 +1%
Bank of America
5
Bank of America
North Carolina
$3.48M +$308K +7,510 +9%
Citadel Advisors
6
Citadel Advisors
Florida
$2.9M -$33.6K -818 -1%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.62M +$2.7M +65,880 New
MMA
8
Miracle Mile Advisors
California
$1.38M +$344K +8,374 +32%
LPL Financial
9
LPL Financial
California
$1.2M +$975K +23,764 +378%
MIAN
10
Mariner Independent Advisor Network
Kansas
$1.07M +$1.11M +27,016 New
BOS
11
Bingham Osborn & Scarborough
California
$869K -$1.64K -40 -0.2%
FLPIM
12
F.L. Putnam Investment Management
Massachusetts
$695K +$229K +5,586 +47%
PCIG
13
Partners Capital Investment Group
Massachusetts
$691K
B
14
Bailard
California
$626K +$903 +22 +0.1%
Cerity Partners
15
Cerity Partners
New York
$579K
BWP
16
Baldwin Wealth Partners
Massachusetts
$576K +$76.5K +1,864 +15%
HDIM
17
Hanson & Doremus Investment Management
Vermont
$562K
FHA
18
Flagship Harbor Advisors
Massachusetts
$478K +$242K +5,904 +97%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$476K -$28.4K -692 -5%
TIM
20
Tortoise Investment Management
New York
$465K +$480K +11,690 New
GFS
21
GYL Financial Synergies
Connecticut
$338K
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$305K +$314K +7,660 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$295K +$246 +6 +0.1%
SSCA
24
South Shore Capital Advisors
Massachusetts
$264K +$272K +6,640 New
BJ
25
Brouwer & Janachowski
California
$242K +$249K +6,080 New

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.