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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

63 hedge funds and large institutions have $165M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

5% less funds holding

Funds holding: 66 → 63 (-3)

20% less capital invested

Capital invested by funds: $207M → $165M (-$42.4M)

25.46% less ownership

Funds ownership: 161.27% → 135.81% (-25%)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSAG
Lake Street Advisors Group
New Hampshire
+$8.75M
2
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
+$6.41M
3
Betterment LLC
Betterment LLC
New York
+$3.76M
4
Cerity Partners
Cerity Partners
New York
+$2.92M
5
FTUS
Flow Traders U.S.
New York
+$886K

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$35.1M
2
Jane Street
Jane Street
New York
-$1.44M
3
MMA
Miracle Mile Advisors
California
-$1.3M
4
SCM
Stonehearth Capital Management
Massachusetts
-$279K
5
FDCC
Foster Dykema Cabot & Co
Massachusetts
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$117K +$86.6K +2,446 +215%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$84K +$6.87K +194 +8%
EWM
53
Endurance Wealth Management
Rhode Island
$52K – – –
EW
54
Evoke Wealth
California
$35K -$24.9K -702 -40%
AIA
55
Arcadia Investment Advisors
Idaho
$29.7K +$1.06K +30 +3%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.5K – – –
TIM
57
Tortoise Investment Management
New York
$29K – – –
GWM
58
Geneos Wealth Management
Colorado
$19K – – –
Morgan Stanley
59
Morgan Stanley
New York
$18K – – –
AF
60
Advisornet Financial
Minnesota
$14K +$71 +2 +0.5%
IA
61
IFP Advisors
Florida
$7K – – –
EWM
62
Evermay Wealth Management
Virginia
$4K – – –
GWSG
63
GPS Wealth Strategies Group
Colorado
$1K +$638 +18 +113%
SCM
64
Stonehearth Capital Management
Massachusetts
– -$279K -7,246 Closed
CIA
65
Choate Investment Advisors
Massachusetts
– -$254K -6,604 Closed
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
– -$245K -6,364 Closed
FI
67
Financial Insights
Washington
– -$229K -5,952 Closed
B
68
Bailard
California
– -$215K -5,586 Closed
Wells Fargo
69
Wells Fargo
California
– -$23K -592 Closed
UBS Group
70
UBS Group
Switzerland
– -$14K -362 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
– -$11K -280 Closed
CP
72
Castleview Partners
Texas
– -$3K -100 Closed
1 2
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EFAX Hedge Fund Activity: Q2 2022 in Review

63 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q2 2022, worth a combined $165M — down 20% from $207M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EFAX and 6 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 26 added.

The largest buyer was Lake Street Advisors Group, adding an estimated $8.75M. The largest seller was Franklin Resources, cutting an estimated $35.1M.

  • 63 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q2 2022, down from 66 in Q1 2022.
  • Funds reported $165M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q2 2022 and 9 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q2 2022 was Lake Street Advisors Group, an estimated $8.75M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q2 2022 was Franklin Resources, an estimated $35.1M sold.

Based on aggregated 13F filings for Q2 2022.