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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

26 hedge funds and large institutions have $12.3M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more funds holding

Funds holding: 1726 (+9)

20.96% less ownership

Funds ownership: 54.62%33.66% (-21%)

32% less capital invested

Capital invested by funds: $18.1M → $12.3M (-$5.85M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
26
Holders Change
+9
Holders Change %
+52.94%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$3.01M -$145K -4,490 -5%
FC
2
Fulcrum Capital
Washington
$1.6M +$1.55M +48,090 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.34M -$6.79M -210,006 -84%
Jane Street
4
Jane Street
New York
$1.14M +$642K +19,876 +138%
BPA
5
Beacon Pointe Advisors
California
$971K -$1.37M -42,526 -59%
PCIG
6
Partners Capital Investment Group
Massachusetts
$920K +$895K +27,700 New
HDIM
7
Hanson & Doremus Investment Management
Vermont
$699K +$129 +4 +0%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$559K -$3.14M -97,194 -85%
LSAG
9
Lake Street Advisors Group
New Hampshire
$436K +$44.3K +1,372 +12%
MMA
10
Miracle Mile Advisors
California
$339K +$330K +10,200 New
SNBOSCI
11
Security National Bank of Sioux City Iowa
Iowa
$216K +$210K +6,500 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$205K +$200K +6,198 New
EI
13
Ellevest Inc
New York
$201K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$161K +$5.49K +170 +4%
BWP
15
Baldwin Wealth Partners
Massachusetts
$127K -$3.88K -120 -3%
UBS Group
16
UBS Group
Switzerland
$126K +$122K +3,784 New
CCM
17
Cribstone Capital Management
Maine
$68K
TIM
18
Tortoise Investment Management
New York
$55K +$54K +1,670 New
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.9K +$27.1K +840 New
Bank of America
20
Bank of America
North Carolina
$27K -$61.4K -1,900 -70%
GWM
21
Geneos Wealth Management
Colorado
$19K
EWM
22
Elmwood Wealth Management
California
$17K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$16K -$26.2K -810 -62%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$7K
GSWM
25
Golden State Wealth Management
California
$2K +$2.07K +64 New

EFAX Hedge Fund Activity: Q1 2019 in Review

26 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q1 2019, worth a combined $12.3M — down 32% from $18.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EFAX positions and 0 closed out — a net gain of 9 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Fulcrum Capital, opening a new position worth an estimated $1.55M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $6.79M.

  • 26 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q1 2019, up from 17 in Q4 2018.
  • Funds reported $12.3M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q1 2019, down 32% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q1 2019 and 0 closed out, a net change of +9 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q1 2019 was Fulcrum Capital, an estimated $1.55M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q1 2019 was Cambridge Investment Research Advisors, an estimated $6.79M sold.

Based on aggregated 13F filings for Q1 2019.