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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

58 hedge funds and large institutions have $143M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

2.41% more ownership

Funds ownership: 135.81% → 138.23% (+2.4%)

8% less funds holding

Funds holding: 63 → 58 (-5)

13% less capital invested

Capital invested by funds: $165M → $143M (-$21.4M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GAM
Gemmer Asset Management
California
+$6.39M
2
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
+$1.38M
3
FTUS
Flow Traders U.S.
New York
+$761K
4
Mariner
Mariner
Kansas
+$599K
5
OMC
Old Mission Capital
Illinois
+$589K

Top Sellers

Rank Fund Capital Flow
1
LSAG
Lake Street Advisors Group
New Hampshire
-$3.87M
2
Cerity Partners
Cerity Partners
New York
-$2.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.3M
4
Jane Street
Jane Street
New York
-$1.99M
5
GT
Glenmede Trust
Pennsylvania
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
26
Astoria Portfolio Advisors
New York
$514K +$12.3K +376 +2%
BFS
27
Bradley Foster & Sargent
Connecticut
$513K – – –
FDCC
28
Foster Dykema Cabot & Co
Massachusetts
$511K – – –
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$344K – – –
PCIG
30
Partners Capital Investment Group
Massachusetts
$332K -$968K -29,664 -72%
PG
31
Proffitt & Goodson
Tennessee
$316K +$38.9K +1,192 +12%
FNC
32
First National Corp
Massachusetts
$291K +$4.24K +130 +1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$289K -$2.3M -70,616 -88%
MIM
34
Miller Investment Management
Pennsylvania
$289K – – –
HGWM
35
Horst & Graben Wealth Management
Oregon
$260K -$9.01K -276 -3%
FC
36
Fulcrum Capital
Washington
$247K – – –
BDFN
37
Bond & Devick Financial Network
Minnesota
$247K +$6.72K +206 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$237K +$42K +1,286 +19%
FCM
39
Fortis Capital Management
Washington
$235K +$40K +1,226 +18%
Creative Planning
40
Creative Planning
Kansas
$217K +$38.7K +1,186 +19%
RIS
41
Retirement Income Solutions
Michigan
$208K – – –
SBL
42
Sargent Bickham Lagudis
Colorado
$143K -$77.9K -2,388 -33%
Osaic Holdings
43
Osaic Holdings
Arizona
$131K +$653 +20 +0.4%
BWP
44
Baldwin Wealth Partners
Massachusetts
$111K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$106K +$35K +1,074 +42%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$103K – – –
HS
47
Horan Securities
United States
$63K +$70.7K +2,168 New
EWM
48
Endurance Wealth Management
Rhode Island
$47K – – –
EW
49
Evoke Wealth
California
$31K – – –
AIA
50
Arcadia Investment Advisors
Idaho
$26.6K – – –
1
2
3

EFAX Hedge Fund Activity: Q3 2022 in Review

58 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q3 2022, worth a combined $143M — down 13% from $165M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EFAX and 5 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Gemmer Asset Management, opening a new position worth an estimated $6.39M. The largest seller was Lake Street Advisors Group, cutting an estimated $3.87M.

  • 58 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q3 2022, down from 63 in Q2 2022.
  • Funds reported $143M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q3 2022 and 10 closed out, a net change of -5 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q3 2022 was Gemmer Asset Management, an estimated $6.39M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q3 2022 was Lake Street Advisors Group, an estimated $3.87M sold.

Based on aggregated 13F filings for Q3 2022.