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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

82 hedge funds and large institutions have $179M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

8% more funds holding

Funds holding: 76 → 82 (+6)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

3% less capital invested

Capital invested by funds: $185M → $179M (-$6.39M)

8.25% less ownership

Funds ownership: 61.99% → 53.75% (-8.2%)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
30
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.54M
2
FTUS
Flow Traders U.S.
New York
+$1.81M
3
Bank of America
Bank of America
North Carolina
+$1.62M
4
EI
Ethic Inc
New York
+$983K
5
GAM
Gemmer Asset Management
California
+$726K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.3M
2
Betterment LLC
Betterment LLC
New York
-$1.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$896K
4
WA
Whipplewood Advisors
Colorado
-$889K
5
LPL Financial
LPL Financial
California
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$303K +$18.1K +425 +6%
CIA
52
Choate Investment Advisors
Massachusetts
$302K -$20.2K -476 -6%
AFTS
53
American Financial & Tax Strategies
New York
$302K -$9.01K -212 -3%
FDCP
54
Foster Dykema Cabot & Partners
Massachusetts
$299K +$29.8K +700 +11%
AA
55
Aufman Associates
Pennsylvania
$289K – – –
Creative Planning
56
Creative Planning
Kansas
$289K -$2.89K -68 -1%
HighTower Advisors
57
HighTower Advisors
Illinois
$267K – – –
SCM
58
SCS Capital Management
Massachusetts
$249K +$246K +5,797 New
AAS
59
Avantax Advisory Services
Texas
$244K +$1.02K +24 +0.4%
SCM
60
Stonehearth Capital Management
Massachusetts
$228K -$83.5K -1,964 -27%
AAS
61
Ameritas Advisory Services
Nebraska
$221K +$2.13K +50 +1%
FB
62
First Bancorp
Maine
$220K – – –
CGFA
63
Colton Groome Financial Advisors
North Carolina
$212K +$200K +4,715 New
DE
64
Diversified Enterprises
Delaware
$204K +$202K +4,760 New
G
65
GenTrust
Florida
$201K +$199K +4,673 New
TIM
66
Tortoise Investment Management
New York
$137K +$1.02K +24 +0.8%
Osaic Holdings
67
Osaic Holdings
Arizona
$133K -$31.4K -738 -19%
RF
68
Robinswood Financial
Washington
$85.5K +$213 +5 +0.3%
AIA
69
Arcadia Investment Advisors
Idaho
$84K -$2.04K -48 -2%
NEWAS
70
N.E.W. Advisory Services
Wisconsin
$77.8K +$77K +1,812 New
Morgan Stanley
71
Morgan Stanley
New York
$73.3K +$48.9K +1,150 +207%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$57K -$7.18K -169 -11%
TWC
73
TD Waterhouse Canada
Ontario, Canada
$30.4K -$2.81K -66 -9%
AF
74
Advisornet Financial
Minnesota
$30.2K -$808 -19 -3%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$28.8K -$425 -10 -1%
1 2
3
4

EFAX Hedge Fund Activity: Q1 2025 in Review

82 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q1 2025, worth a combined $179M — down 3.5% from $185M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EFAX positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was UBS Group, adding an estimated $2.54M. The largest seller was Jane Street, cutting an estimated $1.3M.

  • 82 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q1 2025, up from 76 in Q4 2024.
  • Funds reported $179M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q1 2025, down 3.5% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q1 2025 and 2 closed out, a net change of +7 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q1 2025 was UBS Group, an estimated $2.54M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q1 2025 was Jane Street, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2025.