State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
17 hedge funds and large institutions have $16.5M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
27% more capital invested
Capital invested by funds: $13M → $16.5M (+$3.49M)
6.85% more ownership
Funds ownership: 35.93% → 42.78% (+6.8%)
6% less funds holding
Funds holding: 18 → 17 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Fulcrum Capital
Seattle,
Washington
|
+$1.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 3 |
Jane Street
New York
|
+$525K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$321K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$164K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$98.6K |
| 2 |
CCM
Cribstone Capital Management
Augusta,
Maine
|
-$70K |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$41.6K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$32K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$22K |
EFAX Hedge Fund Activity: Q3 2018 in Review
17 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q3 2018, worth a combined $16.5M — up 27% from $13M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EFAX and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.
The largest buyer was Fulcrum Capital, opening a new position worth an estimated $1.33M. The largest seller was Baldwin Wealth Partners, cutting an estimated $98.6K.
- 17 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q3 2018, down from 18 in Q2 2018.
- Funds reported $16.5M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q3 2018, up 27% quarter-over-quarter.
- 2 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q3 2018 and 3 closed out, a net change of -1 holder.
- The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q3 2018 was Fulcrum Capital, an estimated $1.33M added.
- The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q3 2018 was Baldwin Wealth Partners, an estimated $98.6K sold.
Based on aggregated 13F filings for Q3 2018.