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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

76 hedge funds and large institutions have $190M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

9% more capital invested

Capital invested by funds: $174M → $190M (+$16.3M)

3% more funds holding

Funds holding: 74 → 76 (+2)

0.31% more ownership

Funds ownership: 64.57% → 64.89% (+0.31%)

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$1.13M
2
GAM
Gemmer Asset Management
California
+$856K
3
FTUS
Flow Traders U.S.
New York
+$798K
4
Bank of America
Bank of America
North Carolina
+$640K
5
B
Bailard
California
+$398K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$1.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$355K
3
PCIG
Partners Capital Investment Group
Massachusetts
-$145K
4
Mariner
Mariner
Kansas
-$111K
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$720K +$84 +2 +0%
BFS
27
Bradley Foster & Sargent
Connecticut
$719K – – –
BA
28
Bridgewater Advisors
New York
$637K – – –
Mariner
29
Mariner
Kansas
$570K -$111K -2,632 -17%
NA
30
NewEdge Advisors
Louisiana
$564K +$6.01K +143 +1%
FNC
31
First National Corp
Massachusetts
$546K +$98.4K +2,340 +23%
PG
32
Proffitt & Goodson
Tennessee
$500K -$463 -11 -0.1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$460K +$8.12K +193 +2%
JP Morgan Chase
34
JP Morgan Chase
New York
$418K -$355K -8,453 -47%
HGA
35
Hobbs Group Advisors
South Carolina
$391K -$54.4K -1,295 -13%
PCIG
36
Partners Capital Investment Group
Massachusetts
$386K -$145K -3,441 -28%
AC
37
AIFG Consultants
New York
$379K -$420 -10 -0.1%
BDFN
38
Bond & Devick Financial Network
Minnesota
$378K -$2.52K -60 -0.7%
RIS
39
Retirement Income Solutions
Michigan
$377K – – –
UFAC
40
Urban Financial Advisory Corp
Illinois
$368K +$17.7K +421 +5%
GLA
41
Good Life Advisors
Pennsylvania
$336K -$1.85K -44 -0.6%
CIA
42
Choate Investment Advisors
Massachusetts
$330K – – –
BWM
43
Boyd Wealth Management
California
$326K +$314K +7,459 New
SCM
44
Stonehearth Capital Management
Massachusetts
$324K -$9.21K -219 -3%
EWA
45
EverSource Wealth Advisors
Alabama
$317K – – –
AFTS
46
American Financial & Tax Strategies
New York
$317K -$3.32K -79 -1%
KFI
47
Key Financial Inc
Pennsylvania
$316K +$181K +4,300 +148%
Creative Planning
48
Creative Planning
Kansas
$295K – – –
AA
49
Aufman Associates
Pennsylvania
$291K – – –
IA
50
Insight Advisors
Pennsylvania
$290K +$11.5K +274 +4%
1
2
3 4

EFAX Hedge Fund Activity: Q3 2024 in Review

76 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q3 2024, worth a combined $190M — up 9.4% from $174M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EFAX positions and 2 closed out — a net gain of 2 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Betterment LLC, adding an estimated $1.13M. The largest seller was GTS Securities, exiting entirely with an estimated $1.3M sold.

  • 76 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q3 2024, up from 74 in Q2 2024.
  • Funds reported $190M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q3 2024, up 9.4% quarter-over-quarter.
  • 4 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q3 2024 was Betterment LLC, an estimated $1.13M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q3 2024 was GTS Securities, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2024.