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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

66 hedge funds and large institutions have $164M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

13% more capital invested

Capital invested by funds: $145M → $164M (+$18.5M)

6% more funds holding

Funds holding: 6266 (+4)

1.85% more ownership

Funds ownership: 65.02%66.88% (+1.9%)

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
27
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$621K
BA
27
Bridgewater Advisors
New York
$591K
EH
28
Equitable Holdings
New York
$570K -$143K -3,928 -21%
APA
29
Astoria Portfolio Advisors
New York
$510K -$105K -2,888 -18%
NA
30
NewEdge Advisors
Louisiana
$496K +$137K +3,768 +42%
PG
31
Proffitt & Goodson
Tennessee
$454K -$2K -55 -0.5%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$427K -$26.2K -720 -6%
HGA
33
Hobbs Group Advisors
South Carolina
$396K +$369K +10,143 New
FNC
34
First National Corp
Massachusetts
$385K +$87.7K +2,408 +32%
BDFN
35
Bond & Devick Financial Network
Minnesota
$343K +$6.52K +179 +2%
UFAC
36
Urban Financial Advisory Corp
Illinois
$307K +$287K +7,878 New
AC
37
AIFG Consultants
New York
$303K -$76.8K -2,109 -21%
SCM
38
Stonehearth Capital Management
Massachusetts
$303K -$2.33K -64 -0.8%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$299K +$279K +7,665 New
GLA
40
Good Life Advisors
Pennsylvania
$294K -$3.06K -84 -1%
Jane Street
41
Jane Street
New York
$293K +$50.2K +1,377 +22%
AFTS
42
American Financial & Tax Strategies
New York
$285K +$267K +7,318 New
CIA
43
Choate Investment Advisors
Massachusetts
$275K +$19.3K +530 +8%
IA
44
Insight Advisors
Pennsylvania
$267K +$364 +10 +0.1%
AA
45
Aufman Associates
Pennsylvania
$256K +$2.08K +57 +0.9%
Creative Planning
46
Creative Planning
Kansas
$253K
FDCP
47
Foster Dykema Cabot & Partners
Massachusetts
$249K +$233K +6,392 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$246K -$2.99K -82 -1%
HighTower Advisors
49
HighTower Advisors
Illinois
$215K +$200K +5,495 New
Osaic Holdings
50
Osaic Holdings
Arizona
$190K +$10.7K +293 +6%

EFAX Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q4 2023, worth a combined $164M — up 13% from $145M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EFAX positions and 5 closed out — a net gain of 6 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $1.83M. The largest seller was Tidal Investments, exiting entirely with an estimated $2.46M sold.

  • 66 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $164M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 11 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q4 2023 and 5 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q4 2023 was Miracle Mile Advisors, an estimated $1.83M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q4 2023 was Tidal Investments, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2023.