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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

53 hedge funds and large institutions have $131M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

8.22% more ownership

Funds ownership: 100.84% → 109.06% (+8.2%)

8% more capital invested

Capital invested by funds: $121M → $131M (+$9.88M)

2% less funds holding

Funds holding: 54 → 53 (-1)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
16
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$6.84M
2
SEI Investments
SEI Investments
Pennsylvania
+$4.44M
3
LPL Financial
LPL Financial
California
+$2.76M
4
LSAG
Lake Street Advisors Group
New Hampshire
+$2.49M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.32M
2
Jane Street
Jane Street
New York
-$1.65M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$1.02M
4
HDIM
Hanson & Doremus Investment Management
Vermont
-$698K
5
IA
Insight Advisors
Pennsylvania
-$383K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$519K +$51.7K +1,216 +11%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$486K – – –
AIA
28
Angeles Investment Advisors
California
$428K +$441K +10,360 New
MIM
29
Miller Investment Management
Pennsylvania
$409K – – –
PG
30
Proffitt & Goodson
Tennessee
$370K +$22.7K +534 +6%
BDFN
31
Bond & Devick Financial Network
Minnesota
$323K +$56.5K +1,328 +20%
SBL
32
Sargent Bickham Lagudis
Colorado
$293K – – –
FNC
33
First National Corp
Massachusetts
$264K +$272K +6,398 New
AA
34
Aufman Associates
Pennsylvania
$263K – – –
BCA
35
Biltmore Capital Advisors
New Jersey
$263K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$263K – – –
CIA
37
Choate Investment Advisors
Massachusetts
$263K – – –
FI
38
Financial Insights
Washington
$249K -$6.72K -158 -3%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$240K +$246K +5,796 New
Jane Street
40
Jane Street
New York
$237K -$1.65M -38,838 -87%
Creative Planning
41
Creative Planning
Kansas
$234K – – –
MGIA
42
Moneta Group Investment Advisors
Missouri
$213K -$765 -18 -0.3%
BWP
43
Baldwin Wealth Partners
Massachusetts
$157K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$105K -$24.3K -572 -18%
EW
45
Evoke Wealth
California
$72K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$65K +$19K +446 +40%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.2K -$16.8K -396 -31%
TIM
48
Tortoise Investment Management
New York
$36K – – –
AIA
49
Arcadia Investment Advisors
Idaho
$33.1K -$4.85K -114 -12%
GWM
50
Geneos Wealth Management
Colorado
$24K – – –
1
2
3

EFAX Hedge Fund Activity: Q3 2021 in Review

53 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q3 2021, worth a combined $131M — up 8.2% from $121M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EFAX positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Betterment LLC, adding an estimated $6.84M. The largest seller was Flow Traders U.S., cutting an estimated $2.32M.

  • 53 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q3 2021, down from 54 in Q2 2021.
  • Funds reported $131M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q3 2021, up 8.2% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q3 2021 was Betterment LLC, an estimated $6.84M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q3 2021 was Flow Traders U.S., an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2021.