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State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF

39 hedge funds and large institutions have $53.4M invested in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

8% more capital invested

Capital invested by funds: $49.5M → $53.4M (+$3.92M)

5.51% more ownership

Funds ownership: 65.36%70.87% (+5.5%)

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
8
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
$25.5M +$1.07M +35,372 +4%
OMC
2
Old Mission Capital
Illinois
$4.4M -$1.62M -53,485 -26%
Jane Street
3
Jane Street
New York
$4.2M +$4.38M +144,896 New
LSAG
4
Lake Street Advisors Group
New Hampshire
$2.72M
MMA
5
Miracle Mile Advisors
California
$2.54M +$2.64M +87,464 New
Financial Engines Advisors
6
Financial Engines Advisors
California
$2.42M +$462K +15,303 +22%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$1.73M
Bank of America
8
Bank of America
North Carolina
$1.11M +$44.6K +1,475 +4%
Cerity Partners
9
Cerity Partners
New York
$1.08M -$375K -12,414 -25%
VF
10
Virtu Financial
New York
$854K +$890K +29,444 New
FTUS
11
Flow Traders U.S.
New York
$808K +$257K +8,518 +44%
CCM
12
Coldstream Capital Management
Washington
$628K +$17.7K +586 +3%
PCIG
13
Partners Capital Investment Group
Massachusetts
$575K -$197K -6,510 -25%
LPL Financial
14
LPL Financial
California
$557K -$11.7K -387 -2%
Citadel Advisors
15
Citadel Advisors
Florida
$545K +$229K +7,569 +67%
B
16
Bailard
California
$464K
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$432K +$434K +14,350 New
BWP
18
Baldwin Wealth Partners
Massachusetts
$430K -$37.7K -1,249 -8%
Creative Planning
19
Creative Planning
Kansas
$427K +$60 +2 +0%
TIM
20
Tortoise Investment Management
New York
$364K +$2.54K +84 +0.7%
MWM
21
Modera Wealth Management
New Jersey
$331K
JMPWA
22
JP Morgan Private Wealth Advisors
California
$318K +$9.61K +318 +3%
HI
23
Harbour Investments
Wisconsin
$294K +$4.17K +138 +1%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$245K +$10.3K +342 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$178K -$8.4K -278 -4%

EEMX Hedge Fund Activity: Q3 2023 in Review

39 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) for Q3 2023, worth a combined $53.4M — up 7.9% from $49.5M a quarter earlier.

Fund positioning in EEMX was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.38M. The largest seller was Old Mission Capital, cutting an estimated $1.62M.

  • 39 institutional investors held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $53.4M of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF stock for Q3 2023, up 7.9% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF positions in Q3 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 Q3 2023 was Jane Street, an estimated $4.38M added.
  • The largest State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF seller in Q3 2023 was Old Mission Capital, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2023.