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State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF

39 hedge funds and large institutions have $60.1M invested in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3839 (+1)

7% less capital invested

Capital invested by funds: $64.3M → $60.1M (-$4.23M)

71.4% less ownership

Funds ownership: 140.22%68.83% (-71%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$24.3M +$489K +16,160 +2%
Franklin Resources
2
Franklin Resources
California
$11M -$11.9M -394,604 -52%
OMC
3
Old Mission Capital
Illinois
$3.53M +$3.55M +117,172 New
LSAG
4
Lake Street Advisors Group
New Hampshire
$2.43M +$157K +5,174 +7%
Citadel Advisors
5
Citadel Advisors
Florida
$1.96M -$52.3K -1,729 -3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.93M +$706K +23,326 +57%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$1.79M
MMA
8
Miracle Mile Advisors
California
$1.78M -$8.65K -286 -0.5%
Jane Street
9
Jane Street
New York
$1.77M -$2.08M -68,599 -54%
Cerity Partners
10
Cerity Partners
New York
$1.48M +$1.48M +49,020 New
FHA
11
Flagship Harbor Advisors
Massachusetts
$1.42M +$1.43M +47,305 New
Bank of America
12
Bank of America
North Carolina
$1.14M -$35.4K -1,169 -3%
CCM
13
Coldstream Capital Management
Washington
$652K +$15.6K +516 +2%
FTUS
14
Flow Traders U.S.
New York
$583K
LPL Financial
15
LPL Financial
California
$575K +$12.5K +413 +2%
BWP
16
Baldwin Wealth Partners
Massachusetts
$494K +$11K +365 +2%
B
17
Bailard
California
$464K
Creative Planning
18
Creative Planning
Kansas
$443K -$3.63K -120 -0.8%
TIM
19
Tortoise Investment Management
New York
$375K +$3.48K +115 +0.9%
MWM
20
Modera Wealth Management
New Jersey
$344K -$82.6K -2,730 -19%
Mariner
21
Mariner
Kansas
$337K
JMPWA
22
JP Morgan Private Wealth Advisors
California
$305K +$4.24K +140 +1%
HI
23
Harbour Investments
Wisconsin
$290K -$16.3K -538 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$265K +$39.3K +1,300 +17%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$250K +$24.2K +799 +11%

EEMX Hedge Fund Activity: Q1 2023 in Review

39 of the 6,275 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 2023, worth a combined $60.1M — down 6.6% from $64.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EEMX positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.55M. The largest seller was Franklin Resources, cutting an estimated $11.9M.

  • 39 institutional investors held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) as of Q1 2023, up from 38 in Q4 2022.
  • Funds reported $60.1M of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF stock for Q1 2023, down 6.6% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF buyer in Q1 2023 was Old Mission Capital, an estimated $3.55M added.
  • The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF seller in Q1 2023 was Franklin Resources, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2023.