State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
53 hedge funds and large institutions have $131M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
8.22% more ownership
Funds ownership: 100.84% → 109.06% (+8.2%)
8% more capital invested
Capital invested by funds: $121M → $131M (+$9.88M)
2% less funds holding
Funds holding: 54 → 53 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$6.84M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$4.44M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.76M |
| 4 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
+$2.49M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$2.32M |
| 2 |
Jane Street
New York
|
-$1.65M |
| 3 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$1.02M |
| 4 |
HDIM
Hanson & Doremus Investment Management
Burlington,
Vermont
|
-$698K |
| 5 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$383K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
51
Evermay Wealth Management
Arlington,
Virginia
| $5K | – | – | – |
|
|
IF
52
Ironwood Financial
Tucson,
Arizona
| $2K | – | – | – |
|
|
HDIM
53
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$698K | -20,406 | Closed |
|
|
IA
54
Insight Advisors
Newtown,
Pennsylvania
| – | -$383K | -9,046 | Closed |
|
55
Goldman Sachs
New York
| – | -$222K | -5,316 | Closed |
|
|
WI
56
WrapManager Inc
Mill Valley,
California
| – | -$201K | -4,818 | Closed |
|
57
BlackRock
New York
| – | +$255 | +6 | New |
|
EFAX Hedge Fund Activity: Q3 2021 in Review
53 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q3 2021, worth a combined $131M — up 8.2% from $121M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EFAX positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Betterment LLC, adding an estimated $6.84M. The largest seller was Flow Traders U.S., cutting an estimated $2.32M.
- 53 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q3 2021, down from 54 in Q2 2021.
- Funds reported $131M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q3 2021, up 8.2% quarter-over-quarter.
- 5 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q3 2021 and 4 closed out, a net change of +1 holder.
- The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q3 2021 was Betterment LLC, an estimated $6.84M added.
- The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q3 2021 was Flow Traders U.S., an estimated $2.32M sold.
Based on aggregated 13F filings for Q3 2021.