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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

62 hedge funds and large institutions have $150M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 5

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

17% more funds holding

Funds holding: 53 → 62 (+9)

15% more capital invested

Capital invested by funds: $131M → $150M (+$19.4M)

1.83% more ownership

Funds ownership: 109.06% → 110.89% (+1.8%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
28
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GAM
Gemmer Asset Management
California
+$7.78M
2
Betterment LLC
Betterment LLC
New York
+$5.09M
3
FC
Fulcrum Capital
Washington
+$1.75M
4
FTUS
Flow Traders U.S.
New York
+$1.62M
5
SEI Investments
SEI Investments
Pennsylvania
+$869K

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$1.62M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$866K
3
GLA
Good Life Advisors
Pennsylvania
-$781K
4
MGIA
Moneta Group Investment Advisors
Missouri
-$213K
5
AIA
Angeles Investment Advisors
California
-$84K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$36.4M +$5.09M +121,088 +16%
LSAG
2
Lake Street Advisors Group
New Hampshire
$27.5M +$213K +5,076 +0.8%
FC
3
Fulcrum Capital
Washington
$19.9M +$1.75M +41,534 +10%
GAM
4
Gemmer Asset Management
California
$7.77M +$7.78M +185,282 New
FTUS
5
Flow Traders U.S.
New York
$5.59M +$1.62M +38,470 +41%
SEI Investments
6
SEI Investments
Pennsylvania
$5.25M +$869K +20,672 +20%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$5.06M – – –
MMA
8
Miracle Mile Advisors
California
$4.7M +$466K +11,096 +11%
FLPIM
9
F.L. Putnam Investment Management
Massachusetts
$4.18M +$148K +3,520 +4%
LPL Financial
10
LPL Financial
California
$3.97M +$10.8K +256 +0.3%
LWIC
11
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.98M – – –
TI
12
Tidal Investments
Wisconsin
$2.92M – – –
GT
13
Glenmede Trust
Pennsylvania
$2.48M – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.71M +$44.3K +1,054 +3%
IFWM
15
Institute for Wealth Management
Colorado
$1.53M +$208K +4,956 +16%
BPA
16
Beacon Pointe Advisors
California
$1.43M +$17.8K +424 +1%
Bank of America
17
Bank of America
North Carolina
$1.42M +$30.8K +732 +2%
OFG
18
Oxford Financial Group
Indiana
$1.31M +$137K +3,252 +12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.24M +$78.1K +1,860 +7%
APA
20
Astoria Portfolio Advisors
New York
$1.18M +$1.18M +28,162 New
HI
21
Harbour Investments
Wisconsin
$1.06M -$65.5K -1,558 -6%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$920K +$1.76K +42 +0.2%
Jane Street
23
Jane Street
New York
$842K +$603K +14,340 +250%
HDIM
24
Hanson & Doremus Investment Management
Vermont
$804K +$805K +19,162 New
BFS
25
Bradley Foster & Sargent
Connecticut
$735K +$736K +17,520 New
1
2 3

EFAX Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q4 2021, worth a combined $150M — up 15% from $131M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EFAX positions and 5 closed out — a net gain of 9 holders — while 28 added to existing stakes and 5 trimmed.

The largest buyer was Gemmer Asset Management, opening a new position worth an estimated $7.78M. The largest seller was Cerity Partners, exiting entirely with an estimated $1.62M sold.

  • 62 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q4 2021, up from 53 in Q3 2021.
  • Funds reported $150M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 14 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q4 2021 and 5 closed out, a net change of +9 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q4 2021 was Gemmer Asset Management, an estimated $7.78M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q4 2021 was Cerity Partners, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2021.