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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

62 hedge funds and large institutions have $145M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

4% less capital invested

Capital invested by funds: $152M → $145M (-$6.3M)

2.06% less ownership

Funds ownership: 67.08% → 65.02% (-2.1%)

5% less funds holding

Funds holding: 65 → 62 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
25
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMA
Miracle Mile Advisors
California
+$2.19M
2
Betterment LLC
Betterment LLC
New York
+$936K
3
LPL Financial
LPL Financial
California
+$818K
4
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$790K
5
GAM
Gemmer Asset Management
California
+$694K

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$1.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$890K
3
Osaic Holdings
Osaic Holdings
Arizona
-$641K
4
IAIM
International Assets Investment Management
Florida
-$438K
5
Mariner
Mariner
Kansas
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$565K +$51.1K +1,380 +9%
APA
27
Astoria Portfolio Advisors
New York
$540K -$704 -19 -0.1%
BA
28
Bridgewater Advisors
New York
$537K – – –
OMC
29
Old Mission Capital
Illinois
$489K +$511K +13,785 New
PG
30
Proffitt & Goodson
Tennessee
$415K +$38.1K +1,027 +10%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$414K +$432K +11,660 New
AC
32
AIFG Consultants
New York
$351K +$64.1K +1,731 +21%
FCM
33
Fortis Capital Management
Washington
$345K +$47.2K +1,275 +15%
NA
34
NewEdge Advisors
Louisiana
$318K +$49.8K +1,345 +18%
BDFN
35
Bond & Devick Financial Network
Minnesota
$306K +$36.7K +991 +13%
SCM
36
Stonehearth Capital Management
Massachusetts
$278K +$20.9K +564 +8%
GLA
37
Good Life Advisors
Pennsylvania
$271K -$1.41K -38 -0.5%
AM
38
AGF Management
Ontario, Canada
$266K +$3.71K +100 +1%
FNC
39
First National Corp
Massachusetts
$265K +$10.7K +289 +4%
IA
40
Insight Advisors
Pennsylvania
$243K -$111 -3 -0%
CIA
41
Choate Investment Advisors
Massachusetts
$231K – – –
AA
42
Aufman Associates
Pennsylvania
$230K – – –
Creative Planning
43
Creative Planning
Kansas
$230K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$226K +$148 +4 +0.1%
Jane Street
45
Jane Street
New York
$218K -$308K -8,311 -58%
FDCC
46
Foster Dykema Cabot & Co
Massachusetts
$202K – – –
Osaic Holdings
47
Osaic Holdings
Arizona
$162K -$641K -17,301 -79%
OA
48
Operose Advisors
Wisconsin
$143K +$124K +3,334 +487%
BWP
49
Baldwin Wealth Partners
Massachusetts
$135K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$78.3K +$3.19K +86 +4%
1
2
3

EFAX Hedge Fund Activity: Q3 2023 in Review

62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q3 2023, worth a combined $145M — down 4.2% from $152M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EFAX and 3 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 25 added.

The largest buyer was Miracle Mile Advisors, adding an estimated $2.19M. The largest seller was Cerity Partners, cutting an estimated $1.5M.

  • 62 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q3 2023, down from 65 in Q2 2023.
  • Funds reported $145M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q3 2023, down 4.2% quarter-over-quarter.
  • 3 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q3 2023 and 5 closed out, a net change of -2 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q3 2023 was Miracle Mile Advisors, an estimated $2.19M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q3 2023 was Cerity Partners, an estimated $1.5M sold.

Based on aggregated 13F filings for Q3 2023.