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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

53 hedge funds and large institutions have $131M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

8.22% more ownership

Funds ownership: 100.84%109.06% (+8.2%)

8% more capital invested

Capital invested by funds: $121M → $131M (+$9.88M)

2% less funds holding

Funds holding: 5453 (-1)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
16
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$30.9M +$6.84M +160,894 +27%
LSAG
2
Lake Street Advisors Group
New Hampshire
$26.9M +$2.49M +58,658 +10%
FC
3
Fulcrum Capital
Washington
$17.9M +$269K +6,326 +1%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$4.99M +$1.02M +24,000 +25%
SEI Investments
5
SEI Investments
Pennsylvania
$4.32M +$4.44M +104,484 New
MMA
6
Miracle Mile Advisors
California
$4.17M +$241K +5,678 +6%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$3.97M +$1.35M +31,770 +49%
FTUS
8
Flow Traders U.S.
New York
$3.91M -$2.32M -54,550 -37%
LPL Financial
9
LPL Financial
California
$3.9M +$2.76M +64,922 +221%
LWIC
10
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.93M
TI
11
Tidal Investments
Wisconsin
$2.87M
GT
12
Glenmede Trust
Pennsylvania
$2.45M
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.64M +$530K +12,476 +46%
Cerity Partners
14
Cerity Partners
New York
$1.62M -$1.02K -24 -0.1%
BOS
15
Bingham Osborn & Scarborough
California
$1.62M
BPA
16
Beacon Pointe Advisors
California
$1.39M -$189K -4,440 -12%
Bank of America
17
Bank of America
North Carolina
$1.37M +$106K +2,502 +8%
IFWM
18
Institute for Wealth Management
Colorado
$1.3M +$150K +3,522 +13%
OFG
19
Oxford Financial Group
Indiana
$1.15M -$113K -2,654 -9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.14M -$25.3K -596 -2%
HI
21
Harbour Investments
Wisconsin
$1.11M +$603K +14,190 +113%
GLA
22
Good Life Advisors
Pennsylvania
$966K +$53.4K +1,256 +6%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$904K -$73.1K -1,720 -7%
PCIG
24
Partners Capital Investment Group
Massachusetts
$866K -$1.02M -24,062 -53%
HGWM
25
Horst & Graben Wealth Management
Oregon
$593K

EFAX Hedge Fund Activity: Q3 2021 in Review

53 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q3 2021, worth a combined $131M — up 8.2% from $121M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EFAX positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Betterment LLC, adding an estimated $6.84M. The largest seller was Flow Traders U.S., cutting an estimated $2.32M.

  • 53 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q3 2021, down from 54 in Q2 2021.
  • Funds reported $131M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q3 2021, up 8.2% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q3 2021 was Betterment LLC, an estimated $6.84M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q3 2021 was Flow Traders U.S., an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2021.