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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

17 hedge funds and large institutions have $18.1M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

11.84% more ownership

Funds ownership: 42.78%54.62% (+12%)

10% more capital invested

Capital invested by funds: $16.5M → $18.1M (+$1.63M)

0% more funds holding

Funds holding: 1717 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$7.57M +$246K +7,632 +3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.44M +$1.19M +36,828 +48%
CIA
3
Choate Investment Advisors
Massachusetts
$2.88M +$3.07M +95,224 New
BPA
4
Beacon Pointe Advisors
California
$2.17M +$2.31M +71,756 New
HDIM
5
Hanson & Doremus Investment Management
Vermont
$636K +$15.3K +474 +2%
Jane Street
6
Jane Street
New York
$436K -$1.04M -32,410 -69%
LSAG
7
Lake Street Advisors Group
New Hampshire
$355K +$19.6K +610 +5%
EI
8
Ellevest Inc
New York
$183K +$195K +6,058 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$141K
BWP
10
Baldwin Wealth Partners
Massachusetts
$119K
Bank of America
11
Bank of America
North Carolina
$82K +$6.44K +200 +8%
CCM
12
Cribstone Capital Management
Maine
$62K +$65.7K +2,040 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$39K
GWM
14
Geneos Wealth Management
Colorado
$18K
EWM
15
Elmwood Wealth Management
California
$15K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$7K
IF
17
Ironwood Financial
Arizona
$1K
FC
18
Fulcrum Capital
Washington
-$1.34M -38,080 Closed
FLPIM
19
F.L. Putnam Investment Management
Massachusetts
-$293K -8,346 Closed
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
-$218K -6,230 Closed
SEI Investments
21
SEI Investments
Pennsylvania
-$193K -5,484 Closed

EFAX Hedge Fund Activity: Q4 2018 in Review

17 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q4 2018, worth a combined $18.1M — up 9.9% from $16.5M a quarter earlier.

Fund positioning in EFAX was balanced in Q4 2018: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 1 trimmed.

The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $3.07M. The largest seller was Fulcrum Capital, exiting entirely with an estimated $1.34M sold.

  • 17 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $18.1M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q4 2018, up 9.9% quarter-over-quarter.
  • 4 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q4 2018 and 4 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q4 2018 was Choate Investment Advisors, an estimated $3.07M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q4 2018 was Fulcrum Capital, an estimated $1.34M sold.

Based on aggregated 13F filings for Q4 2018.