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State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF

40 hedge funds and large institutions have $61.2M invested in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

18% more funds holding

Funds holding: 3440 (+6)

13.18% more ownership

Funds ownership: 75.28%88.46% (+13%)

8% less capital invested

Capital invested by funds: $66.4M → $61.2M (-$5.17M)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$22.2M +$5.81M +155,018 +34%
FC
2
Fulcrum Capital
Washington
$8.58M -$483K -12,882 -5%
RCG
3
Rock Creek Group
District of Columbia
$5.59M
AIA
4
Angeles Investment Advisors
California
$5.31M
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$2.18M
Jane Street
6
Jane Street
New York
$2.06M -$865K -23,076 -29%
LSAG
7
Lake Street Advisors Group
New Hampshire
$1.85M -$16.6K -442 -0.9%
MMA
8
Miracle Mile Advisors
California
$1.85M -$635K -16,938 -25%
LPL Financial
9
LPL Financial
California
$1.56M +$303K +8,094 +23%
Citadel Advisors
10
Citadel Advisors
Florida
$1.32M -$3.28M -87,552 -71%
MIAN
11
Mariner Independent Advisor Network
Kansas
$1.04M +$135K +3,596 +14%
CCM
12
Coldstream Capital Management
Washington
$838K +$858K +22,892 New
Bank of America
13
Bank of America
North Carolina
$780K -$28.3K -756 -3%
B
14
Bailard
California
$684K +$51.9K +1,386 +8%
FHA
15
Flagship Harbor Advisors
Massachusetts
$559K +$21.1K +564 +4%
BWP
16
Baldwin Wealth Partners
Massachusetts
$518K -$225 -6 -0%
HDIM
17
Hanson & Doremus Investment Management
Vermont
$475K +$486K +12,980 New
TIM
18
Tortoise Investment Management
New York
$422K -$4.65K -124 -1%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$412K
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$330K -$2.01M -53,532 -86%
APA
21
Astoria Portfolio Advisors
New York
$330K +$338K +9,014 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$310K +$8.24K +220 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$283K +$240K +6,394 +474%
LA
24
LexAurum Advisors
Kansas
$277K +$283K +7,558 New
HI
25
Harbour Investments
Wisconsin
$273K -$4.8K -128 -2%

EEMX Hedge Fund Activity: Q4 2021 in Review

40 of the 6,498 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 2021, worth a combined $61.2M — down 7.8% from $66.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EEMX positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 13 trimmed.

The largest buyer was Betterment LLC, adding an estimated $5.81M. The largest seller was Citadel Advisors, cutting an estimated $3.28M.

  • 40 institutional investors held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) as of Q4 2021, up from 34 in Q3 2021.
  • Funds reported $61.2M of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF stock for Q4 2021, down 7.8% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF positions in Q4 2021 and 4 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF buyer in Q4 2021 was Betterment LLC, an estimated $5.81M added.
  • The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF seller in Q4 2021 was Citadel Advisors, an estimated $3.28M sold.

Based on aggregated 13F filings for Q4 2021.