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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

63 hedge funds and large institutions have $165M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

5% less funds holding

Funds holding: 66 → 63 (-3)

20% less capital invested

Capital invested by funds: $207M → $165M (-$42.4M)

25.46% less ownership

Funds ownership: 161.27% → 135.81% (-25%)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSAG
Lake Street Advisors Group
New Hampshire
+$8.75M
2
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
+$6.41M
3
Betterment LLC
Betterment LLC
New York
+$3.76M
4
Cerity Partners
Cerity Partners
New York
+$2.92M
5
FTUS
Flow Traders U.S.
New York
+$886K

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$35.1M
2
Jane Street
Jane Street
New York
-$1.44M
3
MMA
Miracle Mile Advisors
California
-$1.3M
4
SCM
Stonehearth Capital Management
Massachusetts
-$279K
5
FDCC
Foster Dykema Cabot & Co
Massachusetts
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCC
26
Foster Dykema Cabot & Co
Massachusetts
$572K -$269K -7,584 -30%
APA
27
Astoria Portfolio Advisors
New York
$563K +$13.9K +392 +2%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$385K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$352K +$380K +10,742 New
MIM
30
Miller Investment Management
Pennsylvania
$324K – – –
FNC
31
First National Corp
Massachusetts
$321K -$10.7K -302 -3%
PG
32
Proffitt & Goodson
Tennessee
$315K +$24.8K +700 +8%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$310K +$15.9K +448 +5%
HGWM
34
Horst & Graben Wealth Management
Oregon
$300K -$1.27K -36 -0.4%
FC
35
Fulcrum Capital
Washington
$277K – – –
BDFN
36
Bond & Devick Financial Network
Minnesota
$269K +$6.94K +196 +2%
Bank of America
37
Bank of America
North Carolina
$261K +$51.7K +1,460 +22%
SBL
38
Sargent Bickham Lagudis
Colorado
$238K – – –
RIS
39
Retirement Income Solutions
Michigan
$232K -$172K -4,860 -41%
IA
40
Insight Advisors
Pennsylvania
$229K +$3.47K +98 +1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$224K +$242K +6,832 New
FCM
42
Fortis Capital Management
Washington
$223K +$241K +6,810 New
GLA
43
Good Life Advisors
Pennsylvania
$210K +$4.53K +128 +2%
AA
44
Aufman Associates
Pennsylvania
$209K – – –
MFG
45
Merit Financial Group
Georgia
$208K – – –
Creative Planning
46
Creative Planning
Kansas
$205K +$221K +6,246 New
Osaic Holdings
47
Osaic Holdings
Arizona
$146K +$1.42K +40 +0.9%
AIA
48
Angeles Investment Advisors
California
$137K – – –
AWM
49
Angeles Wealth Management
California
$137K – – –
BWP
50
Baldwin Wealth Partners
Massachusetts
$124K – – –
1
2
3

EFAX Hedge Fund Activity: Q2 2022 in Review

63 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q2 2022, worth a combined $165M — down 20% from $207M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EFAX and 6 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 26 added.

The largest buyer was Lake Street Advisors Group, adding an estimated $8.75M. The largest seller was Franklin Resources, cutting an estimated $35.1M.

  • 63 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q2 2022, down from 66 in Q1 2022.
  • Funds reported $165M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q2 2022 and 9 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q2 2022 was Lake Street Advisors Group, an estimated $8.75M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q2 2022 was Franklin Resources, an estimated $35.1M sold.

Based on aggregated 13F filings for Q2 2022.