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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

30 hedge funds and large institutions have $30.6M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

38% more capital invested

Capital invested by funds: $22.2M → $30.6M (+$8.36M)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7.87% more ownership

Funds ownership: 52.41%60.28% (+7.9%)

7% more funds holding

Funds holding: 2830 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
1
Fulcrum Capital
Washington
$8.2M -$19.1K -542 -0.2%
LSAG
2
Lake Street Advisors Group
New Hampshire
$5.12M -$54.7K -1,554 -1%
CIA
3
Choate Investment Advisors
Massachusetts
$3.13M +$37.6K +1,070 +1%
GT
4
Glenmede Trust
Pennsylvania
$2.15M +$2.08M +59,238 New
Jane Street
5
Jane Street
New York
$1.95M +$1.89M +53,860 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.81M +$1.76M +50,090 New
BPA
7
Beacon Pointe Advisors
California
$1.06M -$184K -5,226 -15%
PCIG
8
Partners Capital Investment Group
Massachusetts
$1M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1M +$4.78K +136 +0.5%
FLPIM
10
F.L. Putnam Investment Management
Massachusetts
$934K +$162K +4,606 +22%
MMA
11
Miracle Mile Advisors
California
$861K +$438K +12,448 +110%
HDIM
12
Hanson & Doremus Investment Management
Vermont
$794K +$39.4K +1,120 +5%
AIA
13
Angeles Investment Advisors
California
$786K +$763K +21,700 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$377K +$35.4K +1,006 +11%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$241K +$7.53K +214 +3%
ST
16
Sentinel Trust
Texas
$212K +$206K +5,850 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$188K
BWP
18
Baldwin Wealth Partners
Massachusetts
$165K +$11.3K +320 +8%
FHA
19
Flagship Harbor Advisors
Massachusetts
$120K +$117K +3,312 New
UBS Group
20
UBS Group
Switzerland
$114K +$93.8K +2,668 +575%
Bank of America
21
Bank of America
North Carolina
$87K +$40.7K +1,158 +92%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.8K +$24.6K +700 +54%
TIM
23
Tortoise Investment Management
New York
$61K
AG
24
Advisor Group
Arizona
$37K +$36K +1,024 New
AIA
25
Arcadia Investment Advisors
Idaho
$33.3K +$2.04K +58 +7%

EFAX Hedge Fund Activity: Q4 2019 in Review

30 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q4 2019, worth a combined $30.6M — up 38% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EFAX positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Glenmede Trust, opening a new position worth an estimated $2.08M. The largest seller was SEI Investments, exiting entirely with an estimated $293K sold.

  • 30 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q4 2019, up from 28 in Q3 2019.
  • Funds reported $30.6M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q4 2019, up 38% quarter-over-quarter.
  • 8 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q4 2019 and 6 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q4 2019 was Glenmede Trust, an estimated $2.08M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q4 2019 was SEI Investments, an estimated $293K sold.

Based on aggregated 13F filings for Q4 2019.