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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

62 hedge funds and large institutions have $150M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 5

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

17% more funds holding

Funds holding: 53 → 62 (+9)

15% more capital invested

Capital invested by funds: $131M → $150M (+$19.4M)

1.83% more ownership

Funds ownership: 109.06% → 110.89% (+1.8%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
28
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GAM
Gemmer Asset Management
California
+$7.78M
2
Betterment LLC
Betterment LLC
New York
+$5.09M
3
FC
Fulcrum Capital
Washington
+$1.75M
4
FTUS
Flow Traders U.S.
New York
+$1.62M
5
SEI Investments
SEI Investments
Pennsylvania
+$869K

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$1.62M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$866K
3
GLA
Good Life Advisors
Pennsylvania
-$781K
4
MGIA
Moneta Group Investment Advisors
Missouri
-$213K
5
AIA
Angeles Investment Advisors
California
-$84K
Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
26
Horst & Graben Wealth Management
Oregon
$605K +$3.11K +74 +0.5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$556K +$29.1K +692 +6%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$494K – – –
MIM
29
Miller Investment Management
Pennsylvania
$415K – – –
PG
30
Proffitt & Goodson
Tennessee
$368K -$7.73K -184 -2%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$364K +$121K +2,870 +50%
AIA
32
Angeles Investment Advisors
California
$351K -$84K -2,000 -19%
FNC
33
First National Corp
Massachusetts
$349K +$80.6K +1,918 +30%
BDFN
34
Bond & Devick Financial Network
Minnesota
$335K +$6.72K +160 +2%
IA
35
Insight Advisors
Pennsylvania
$324K +$325K +7,730 New
SBL
36
Sargent Bickham Lagudis
Colorado
$300K +$2.6K +62 +0.9%
CIA
37
Choate Investment Advisors
Massachusetts
$285K +$18.1K +430 +7%
AA
38
Aufman Associates
Pennsylvania
$267K – – –
BCA
39
Biltmore Capital Advisors
New Jersey
$267K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$267K +$252 +6 +0.1%
Creative Planning
41
Creative Planning
Kansas
$253K +$15.4K +366 +6%
FI
42
Financial Insights
Washington
$252K -$588 -14 -0.2%
AAS
43
Ameritas Advisory Services
Nebraska
$210K +$210K +5,010 New
GLA
44
Good Life Advisors
Pennsylvania
$201K -$781K -18,592 -80%
BWP
45
Baldwin Wealth Partners
Massachusetts
$159K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
$153K +$46K +1,096 +43%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$91K +$25.4K +604 +39%
EW
48
Evoke Wealth
California
$74K – – –
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$48K +$47.9K +1,140 New
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.8K – – –
1
2
3

EFAX Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q4 2021, worth a combined $150M — up 15% from $131M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EFAX positions and 5 closed out — a net gain of 9 holders — while 28 added to existing stakes and 5 trimmed.

The largest buyer was Gemmer Asset Management, opening a new position worth an estimated $7.78M. The largest seller was Cerity Partners, exiting entirely with an estimated $1.62M sold.

  • 62 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q4 2021, up from 53 in Q3 2021.
  • Funds reported $150M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 14 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q4 2021 and 5 closed out, a net change of +9 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q4 2021 was Gemmer Asset Management, an estimated $7.78M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q4 2021 was Cerity Partners, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2021.