State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
7 hedge funds and large institutions have $10.9M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
234% more capital invested
Capital invested by funds: $3.27M → $10.9M (+$7.65M)
40% more funds holding
Funds holding: 5 → 7 (+2)
28.07% more ownership
Funds ownership: 19.12% → 47.19% (+28%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.13M |
| 2 |
HDIM
Hanson & Doremus Investment Management
Burlington,
Vermont
|
+$481K |
| 3 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$234K |
| 4 |
Jane Street
New York
|
+$167K |
| 5 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$39.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $7.25M | +$7.13M | +203,616 | New |
|
|
2
Jane Street
New York
| $2.81M | +$167K | +4,778 | +6% |
|
|
HDIM
3
Hanson & Doremus Investment Management
Burlington,
Vermont
| $489K | +$481K | +13,740 | New |
|
|
BWP
4
Baldwin Wealth Partners
Marion,
Massachusetts
| $238K | +$234K | +6,690 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $94K | -$10.5K | -300 | -10% |
|
|
BWA
6
Burt Wealth Advisors
North Bethesda,
Maryland
| $41K | +$39.9K | +1,140 | New |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $4K | – | – | – |
|
EFAX Hedge Fund Activity: Q3 2017 in Review
7 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q3 2017, worth a combined $10.9M — up 234% from $3.27M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EFAX positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $7.13M. The largest seller was Bank of America, cutting an estimated $10.5K.
- 7 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q3 2017, up from 5 in Q2 2017.
- Funds reported $10.9M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q3 2017, up 234% quarter-over-quarter.
- 4 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q3 2017 and 1 closed out, a net change of +3 holders.
- The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q3 2017 was Cambridge Investment Research Advisors, an estimated $7.13M added.
- The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q3 2017 was Bank of America, an estimated $10.5K sold.
Based on aggregated 13F filings for Q3 2017.