State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
9 hedge funds and large institutions have $12.3M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
29% more funds holding
Funds holding: 7 → 9 (+2)
13% more capital invested
Capital invested by funds: $10.9M → $12.3M (+$1.37M)
1.01% more ownership
Funds ownership: 47.19% → 48.21% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.47M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$188K |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$138K |
| 4 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$25.3K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$21.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$506K |
| 2 |
HDIM
Hanson & Doremus Investment Management
Burlington,
Vermont
|
-$489K |
| 3 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$41K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $7.61M | +$188K | +5,212 | +3% |
|
|
2
Jane Street
New York
| $2.36M | -$506K | -14,024 | -18% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.49M | +$1.47M | +40,822 | New |
|
|
LSAG
4
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $310K | +$307K | +8,522 | New |
|
|
BWP
5
Baldwin Wealth Partners
Marion,
Massachusetts
| $269K | +$25.3K | +700 | +10% |
|
|
6
SEI Investments
Oaks,
Pennsylvania
| $139K | +$138K | +3,828 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $97K | – | – | – |
|
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $22K | +$21.6K | +600 | New |
|
9
BlackRock
New York
| $1K | +$649 | +18 | New |
|
|
HDIM
10
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$489K | -13,740 | Closed |
|
|
BWA
11
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$41K | -1,140 | Closed |
|
|
IA
12
IFP Advisors
Tampa,
Florida
| – | -$4K | -104 | Closed |
|
EFAX Hedge Fund Activity: Q4 2017 in Review
9 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q4 2017, worth a combined $12.3M — up 13% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EFAX positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.47M. The largest seller was Jane Street, cutting an estimated $506K.
- 9 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q4 2017, up from 7 in Q3 2017.
- Funds reported $12.3M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q4 2017, up 13% quarter-over-quarter.
- 5 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q4 2017 and 3 closed out, a net change of +2 holders.
- The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $1.47M added.
- The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q4 2017 was Jane Street, an estimated $506K sold.
Based on aggregated 13F filings for Q4 2017.