State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
38 hedge funds and large institutions have $32.5M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
27% more funds holding
Funds holding: 30 → 38 (+8)
18.22% more ownership
Funds ownership: 60.28% → 78.5% (+18%)
6% more capital invested
Capital invested by funds: $30.6M → $32.5M (+$1.87M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
+$2.88M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$1.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$961K |
| 4 |
FC
Fulcrum Capital
Seattle,
Washington
|
+$835K |
| 5 |
BOS
Bingham Osborn & Scarborough
San Francisco,
California
|
+$769K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$525K |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$359K |
| 3 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$277K |
| 4 |
ST
Sentinel Trust
Houston,
Texas
|
-$212K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$30.3K |
EFAX Hedge Fund Activity: Q1 2020 in Review
38 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q1 2020, worth a combined $32.5M — up 6.1% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EFAX positions and 1 closed out — a net gain of 10 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was Lake Street Advisors Group, adding an estimated $2.88M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $525K.
- 38 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q1 2020, up from 30 in Q4 2019.
- Funds reported $32.5M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q1 2020, up 6.1% quarter-over-quarter.
- 11 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q1 2020 and 1 closed out, a net change of +10 holders.
- The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q1 2020 was Lake Street Advisors Group, an estimated $2.88M added.
- The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q1 2020 was Cambridge Investment Research Advisors, an estimated $525K sold.
Based on aggregated 13F filings for Q1 2020.