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State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF

39 hedge funds and large institutions have $49.5M invested in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3.47% less ownership

Funds ownership: 68.83%65.36% (-3.5%)

18% less capital invested

Capital invested by funds: $60.1M → $49.5M (-$10.6M)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
7
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
$25.6M +$1.18M +39,519 +5%
OMC
2
Old Mission Capital
Illinois
$6.22M +$2.64M +88,171 +75%
LSAG
3
Lake Street Advisors Group
New Hampshire
$2.84M +$391K +13,081 +16%
Financial Engines Advisors
4
Financial Engines Advisors
California
$2.07M +$118K +3,960 +6%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.8M
Cerity Partners
6
Cerity Partners
New York
$1.5M +$18.3K +613 +1%
FHA
7
Flagship Harbor Advisors
Massachusetts
$1.47M +$35.9K +1,201 +3%
Bank of America
8
Bank of America
North Carolina
$1.12M -$27.4K -917 -2%
PCIG
9
Partners Capital Investment Group
Massachusetts
$799K +$788K +26,356 New
CCM
10
Coldstream Capital Management
Washington
$638K -$18K -603 -3%
LPL Financial
11
LPL Financial
California
$594K +$15.4K +514 +3%
FTUS
12
Flow Traders U.S.
New York
$586K
BWP
13
Baldwin Wealth Partners
Massachusetts
$487K -$9.3K -311 -2%
B
14
Bailard
California
$485K +$18.2K +608 +4%
Creative Planning
15
Creative Planning
Kansas
$446K
TIM
16
Tortoise Investment Management
New York
$378K
MWM
17
Modera Wealth Management
New Jersey
$346K
Mariner
18
Mariner
Kansas
$346K +$6.43K +215 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$340K -$1.61M -53,870 -83%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$322K +$14.7K +492 +5%
HI
21
Harbour Investments
Wisconsin
$303K +$11.7K +390 +4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$246K -$6.16K -206 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$194K -$72K -2,407 -27%
PG
24
Proffitt & Goodson
Tennessee
$121K +$359 +12 +0.3%
UBS Group
25
UBS Group
Switzerland
$69K +$68.1K +2,276 New

EEMX Hedge Fund Activity: Q2 2023 in Review

39 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) for Q2 2023, worth a combined $49.5M — down 18% from $60.1M a quarter earlier.

Fund positioning in EEMX was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 7 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $2.64M. The largest seller was Franklin Resources, exiting entirely with an estimated $11M sold.

  • 39 institutional investors held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $49.5M of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF stock for Q2 2023, down 18% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF buyer in Q2 2023 was Old Mission Capital, an estimated $2.64M added.
  • The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF seller in Q2 2023 was Franklin Resources, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2023.