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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

54 hedge funds and large institutions have $121M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

29% more capital invested

Capital invested by funds: $93.5M → $121M (+$27.3M)

17% more funds holding

Funds holding: 4654 (+8)

1.73% more ownership

Funds ownership: 99.11%100.84% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
26
Horst & Graben Wealth Management
Oregon
$599K -$8.41K -200 -1%
HI
27
Harbour Investments
Wisconsin
$525K +$528K +12,564 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$492K -$55.9K -1,330 -10%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$474K -$186K -4,414 -28%
MIM
30
Miller Investment Management
Pennsylvania
$413K
BAIA
31
Bel Air Investment Advisors
California
$394K +$396K +9,430 New
IA
32
Insight Advisors
Pennsylvania
$383K -$52.5K -1,248 -12%
PG
33
Proffitt & Goodson
Tennessee
$352K +$68.5K +1,630 +24%
SBL
34
Sargent Bickham Lagudis
Colorado
$297K +$100K +2,388 +51%
BDFN
35
Bond & Devick Financial Network
Minnesota
$271K -$27K -642 -9%
AA
36
Aufman Associates
Pennsylvania
$266K
BCA
37
Biltmore Capital Advisors
New Jersey
$266K
CIA
38
Choate Investment Advisors
Massachusetts
$266K +$22.3K +530 +9%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$266K +$57.2K +1,360 +27%
Creative Planning
40
Creative Planning
Kansas
$237K +$238K +5,664 New
Goldman Sachs
41
Goldman Sachs
New York
$222K -$5.01M -119,084 -96%
MGIA
42
Moneta Group Investment Advisors
Missouri
$216K +$589 +14 +0.3%
WI
43
WrapManager Inc
California
$201K +$203K +4,818 New
BWP
44
Baldwin Wealth Partners
Massachusetts
$159K
Osaic Holdings
45
Osaic Holdings
Arizona
$130K -$648K -15,406 -83%
EW
46
Evoke Wealth
California
$74K +$74.1K +1,762 New
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.1K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$47K -$1.01K -24 -2%
AIA
49
Arcadia Investment Advisors
Idaho
$38.3K +$168 +4 +0.4%
TIM
50
Tortoise Investment Management
New York
$36K

EFAX Hedge Fund Activity: Q2 2021 in Review

54 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q2 2021, worth a combined $121M — up 29% from $93.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EFAX positions and 2 closed out — a net gain of 8 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Betterment LLC, adding an estimated $7.39M. The largest seller was Goldman Sachs, cutting an estimated $5.01M.

  • 54 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q2 2021, up from 46 in Q1 2021.
  • Funds reported $121M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q2 2021, up 29% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q2 2021 and 2 closed out, a net change of +8 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q2 2021 was Betterment LLC, an estimated $7.39M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q2 2021 was Goldman Sachs, an estimated $5.01M sold.

Based on aggregated 13F filings for Q2 2021.