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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

65 hedge funds and large institutions have $172M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

8% more funds holding

Funds holding: 60 → 65 (+5)

5% more capital invested

Capital invested by funds: $164M → $172M (+$8.23M)

69.98% less ownership

Funds ownership: 139.04% → 69.06% (-70%)

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$3.07M
2
OMC
Old Mission Capital
Illinois
+$2.76M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$1.89M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.75M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$14.2M
2
LSAG
Lake Street Advisors Group
New Hampshire
-$1.93M
3
Jane Street
Jane Street
New York
-$1.38M
4
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$529K
5
APA
Astoria Portfolio Advisors
New York
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
26
Bradley Foster & Sargent
Connecticut
$649K – – –
OFG
27
Oxford Financial Group
Indiana
$602K -$1.49K -41 -0.3%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$600K -$7.25K -200 -1%
EH
29
Equitable Holdings
New York
$594K +$12.9K +355 +2%
BA
30
Bridgewater Advisors
New York
$526K +$515K +14,200 New
APA
31
Astoria Portfolio Advisors
New York
$523K -$470K -12,956 -48%
PG
32
Proffitt & Goodson
Tennessee
$396K -$979 -27 -0.3%
FCM
33
Fortis Capital Management
Washington
$366K +$17.5K +482 +5%
FNC
34
First National Corp
Massachusetts
$359K -$15.4K -425 -4%
AC
35
AIFG Consultants
New York
$328K +$89.1K +2,459 +39%
FC
36
Fulcrum Capital
Washington
$313K – – –
GLA
37
Good Life Advisors
Pennsylvania
$284K +$1.38K +38 +0.5%
BDFN
38
Bond & Devick Financial Network
Minnesota
$280K +$1.01K +28 +0.4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$261K +$23.7K +653 +10%
IA
40
Insight Advisors
Pennsylvania
$258K -$5.87K -162 -2%
NA
41
NewEdge Advisors
Louisiana
$250K +$1.12K +31 +0.5%
Creative Planning
42
Creative Planning
Kansas
$237K -$38.7K -1,068 -14%
AA
43
Aufman Associates
Pennsylvania
$236K -$36 -1 -0%
AAS
44
Ameritas Advisory Services
Nebraska
$228K +$216K +5,970 New
FI
45
Financial Insights
Washington
$223K +$218K +6,011 New
FDCC
46
Foster Dykema Cabot & Co
Massachusetts
$211K +$206K +5,692 New
HGWM
47
Horst & Graben Wealth Management
Oregon
$201K +$197K +5,440 New
Osaic Holdings
48
Osaic Holdings
Arizona
$195K -$616 -17 -0.3%
BWP
49
Baldwin Wealth Partners
Massachusetts
$141K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$99.7K +$20.5K +565 +27%
1
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EFAX Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q1 2023, worth a combined $172M — up 5% from $164M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EFAX positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $3.07M. The largest seller was Franklin Resources, cutting an estimated $14.2M.

  • 65 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q1 2023, up from 60 in Q4 2022.
  • Funds reported $172M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q1 2023, up 5% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q1 2023 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q1 2023 was Cerity Partners, an estimated $3.07M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q1 2023 was Franklin Resources, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2023.