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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
FDCP
51
Foster Dykema Cabot & Partners
Massachusetts
$279K – – –
HighTower Advisors
52
HighTower Advisors
Illinois
$272K +$29.9K +710 +13%
FB
53
First Bancorp
Maine
$224K – – –
AAS
54
Ameritas Advisory Services
Nebraska
$222K -$7.06K -168 -3%
CGFA
55
Colton Groome Financial Advisors
North Carolina
$218K -$841 -20 -0.4%
Lido Advisors
56
Lido Advisors
California
$209K +$201K +4,774 New
G
57
GenTrust
Florida
$202K +$194K +4,624 New
OA
58
Operose Advisors
Wisconsin
$186K – – –
Osaic Holdings
59
Osaic Holdings
Arizona
$164K – – –
BWP
60
Baldwin Wealth Partners
Massachusetts
$159K – – –
AIA
61
Arcadia Investment Advisors
Idaho
$86.8K – – –
RF
62
Robinswood Financial
Washington
$86.2K – – –
TIM
63
Tortoise Investment Management
New York
$73.1K – – –
TWC
64
TD Waterhouse Canada
Ontario, Canada
$43.3K +$1.01K +24 +2%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$30K -$25.4K -604 -47%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$27.2K +$1.09K +26 +4%
HDIM
67
Hanson & Doremus Investment Management
Vermont
$27K – – –
AF
68
Advisornet Financial
Minnesota
$26.9K -$1.14K -27 -4%
Morgan Stanley
69
Morgan Stanley
New York
$24.3K +$42 +1 +0.2%
UBS Group
70
UBS Group
Switzerland
$13.5K – – –
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$13.1K – – –
GWM
72
Geneos Wealth Management
Colorado
$11.7K +$7.19K +171 +176%
CWM
73
Cranbrook Wealth Management
Michigan
$9.97K – – –
EWM
74
Evermay Wealth Management
Virginia
$6.12K – – –
LFG
75
Larson Financial Group
Missouri
$3.11K – – –
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.