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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

69 hedge funds and large institutions have $178M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $164M → $178M (+$14.1M)

5% more funds holding

Funds holding: 6669 (+3)

0.01% less ownership

Funds ownership: 66.88%66.87% (-0.01%)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
30
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Ameritas Advisory Services
Nebraska
$210K +$201K +5,043 New
CGFA
52
Colton Groome Financial Advisors
North Carolina
$208K +$199K +5,004 New
BWP
53
Baldwin Wealth Partners
Massachusetts
$154K
Osaic Holdings
54
Osaic Holdings
Arizona
$135K -$64.7K -1,624 -33%
KFI
55
Key Financial Inc
Pennsylvania
$121K +$116K +2,914 New
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$99.3K +$2.87K +72 +3%
AIA
57
Arcadia Investment Advisors
Idaho
$82.3K
RF
58
Robinswood Financial
Washington
$81.5K +$46.1K +1,156 +142%
TWC
59
TD Waterhouse Canada
Ontario, Canada
$54.3K +$38.9K +976 New
TIM
60
Tortoise Investment Management
New York
$39.2K +$877 +22 +2%
HDIM
61
Hanson & Doremus Investment Management
Vermont
$25K
AF
62
Advisornet Financial
Minnesota
$24.8K +$717 +18 +3%
Morgan Stanley
63
Morgan Stanley
New York
$23.1K -$35.9K -901 -62%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$17K +$16.3K +409 New
UBS Group
65
UBS Group
Switzerland
$12.8K
CWM
66
Cranbrook Wealth Management
Michigan
$9.48K
EWM
67
Evermay Wealth Management
Virginia
$5.82K
GWM
68
Geneos Wealth Management
Colorado
$4.2K +$1.71K +43 +74%
CA
69
Continuum Advisory
Idaho
$2.62K +$2.51K +63 New
Citadel Advisors
70
Citadel Advisors
Florida
-$2.69M -68,853 Closed
IAIM
71
International Assets Investment Management
Florida
-$324 -12,639 Closed
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
-$427K -10,940 Closed
HighTower Advisors
73
HighTower Advisors
Illinois
-$215K -5,495 Closed
SSB
74
Sandy Spring Bank
Maryland
-$313 -8 Closed

EFAX Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q1 2024, worth a combined $178M — up 8.6% from $164M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EFAX positions and 5 closed out — a net gain of 4 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.64M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.69M sold.

  • 69 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q1 2024, up from 66 in Q4 2023.
  • Funds reported $178M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q1 2024, up 8.6% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $2.64M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q1 2024 was Citadel Advisors, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2024.