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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

46 hedge funds and large institutions have $93.5M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $81.4M → $93.5M (+$12.1M)

5% more funds holding

Funds holding: 4446 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.57% less ownership

Funds ownership: 103.68%99.11% (-4.6%)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
19
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1
Lake Street Advisors Group
New Hampshire
$21.1M -$2.66M -66,740 -11%
Betterment LLC
2
Betterment LLC
New York
$16.5M +$7.38M +184,840 +82%
FC
3
Fulcrum Capital
Washington
$15.6M +$1.26M +31,550 +9%
Goldman Sachs
4
Goldman Sachs
New York
$4.99M +$4.97M +124,400 New
Jane Street
5
Jane Street
New York
$2.9M -$3.41M -85,432 -54%
TI
6
Tidal Investments
Wisconsin
$2.79M
LWIC
7
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.65M
MMA
8
Miracle Mile Advisors
California
$2.4M +$500K +12,526 +27%
GT
9
Glenmede Trust
Pennsylvania
$2.38M
FLPIM
10
F.L. Putnam Investment Management
Massachusetts
$2.3M +$523K +13,106 +30%
PCIG
11
Partners Capital Investment Group
Massachusetts
$1.81M +$1.12M +28,104 +166%
Cerity Partners
12
Cerity Partners
New York
$1.58M
BOS
13
Bingham Osborn & Scarborough
California
$1.56M -$7.99K -200 -0.5%
BPA
14
Beacon Pointe Advisors
California
$1.53M +$508K +12,734 +50%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.38M +$275K +6,890 +25%
OFG
16
Oxford Financial Group
Indiana
$1.19M +$44.2K +1,108 +4%
IFWM
17
Institute for Wealth Management
Colorado
$1.08M +$45.5K +1,140 +4%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$947K -$43K -1,078 -4%
HDIM
19
Hanson & Doremus Investment Management
Vermont
$819K
LPL Financial
20
LPL Financial
California
$746K +$454K +11,366 +157%
Osaic Holdings
21
Osaic Holdings
Arizona
$744K +$14.3K +358 +2%
Bank of America
22
Bank of America
North Carolina
$691K -$194K -4,864 -22%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$633K +$63.2K +1,584 +11%
HGWM
24
Horst & Graben Wealth Management
Oregon
$584K -$18.7K -468 -3%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$526K +$523K +13,102 New

EFAX Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q1 2021, worth a combined $93.5M — up 15% from $81.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EFAX positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Betterment LLC, adding an estimated $7.38M. The largest seller was Jane Street, cutting an estimated $3.41M.

  • 46 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q1 2021, up from 44 in Q4 2020.
  • Funds reported $93.5M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q1 2021 and 3 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q1 2021 was Betterment LLC, an estimated $7.38M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q1 2021 was Jane Street, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2021.