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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

58 hedge funds and large institutions have $143M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

2.41% more ownership

Funds ownership: 135.81%138.23% (+2.4%)

8% less funds holding

Funds holding: 6358 (-5)

13% less capital invested

Capital invested by funds: $165M → $143M (-$21.4M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$35.5M
Franklin Resources
2
Franklin Resources
California
$30.1M
LSAG
3
Lake Street Advisors Group
New Hampshire
$24M -$3.87M -118,560 -13%
LWIC
4
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.75M +$1.38M +42,174 +16%
GAM
5
Gemmer Asset Management
California
$5.73M +$6.39M +195,872 New
FTUS
6
Flow Traders U.S.
New York
$3.89M +$761K +23,320 +21%
SEI Investments
7
SEI Investments
Pennsylvania
$3.76M -$382K -11,718 -8%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$3.53M
LPL Financial
9
LPL Financial
California
$3.42M -$731K -22,408 -16%
FLPIM
10
F.L. Putnam Investment Management
Massachusetts
$2.91M -$596K -18,256 -15%
Jane Street
11
Jane Street
New York
$2.42M -$1.99M -61,026 -42%
TI
12
Tidal Investments
Wisconsin
$2.03M
MMA
13
Miracle Mile Advisors
California
$1.51M -$247K -7,564 -13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.33M +$115K +3,516 +8%
IFWM
15
Institute for Wealth Management
Colorado
$1.22M +$89.3K +2,738 +7%
BPA
16
Beacon Pointe Advisors
California
$1.15M -$14.8K -454 -1%
OFG
17
Oxford Financial Group
Indiana
$935K +$56.8K +1,742 +6%
HI
18
Harbour Investments
Wisconsin
$909K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$897K -$65.7K -2,014 -6%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$659K +$427K +13,076 +138%
Bank of America
21
Bank of America
North Carolina
$644K +$458K +14,052 +176%
HDIM
22
Hanson & Doremus Investment Management
Vermont
$611K +$55.5K +1,702 +9%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$578K +$8.16K +250 +1%
Mariner
24
Mariner
Kansas
$537K +$599K +18,348 New
OMC
25
Old Mission Capital
Illinois
$528K +$589K +18,052 New

EFAX Hedge Fund Activity: Q3 2022 in Review

58 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q3 2022, worth a combined $143M — down 13% from $165M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EFAX and 5 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Gemmer Asset Management, opening a new position worth an estimated $6.39M. The largest seller was Lake Street Advisors Group, cutting an estimated $3.87M.

  • 58 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q3 2022, down from 63 in Q2 2022.
  • Funds reported $143M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q3 2022 and 10 closed out, a net change of -5 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q3 2022 was Gemmer Asset Management, an estimated $6.39M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q3 2022 was Lake Street Advisors Group, an estimated $3.87M sold.

Based on aggregated 13F filings for Q3 2022.