We are live on ! Find out more
EFAX icon

State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

60 hedge funds and large institutions have $164M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

15% more capital invested

Capital invested by funds: $143M → $164M (+$20.9M)

3% more funds holding

Funds holding: 58 → 60 (+2)

0.82% more ownership

Funds ownership: 138.23% → 139.04% (+0.82%)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Bailard
California
+$3.02M
2
Betterment LLC
Betterment LLC
New York
+$1.62M
3
Franklin Resources
Franklin Resources
California
+$1.11M
4
OMC
Old Mission Capital
Illinois
+$617K
5
EH
Equitable Holdings
New York
+$510K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$2.97M
2
HDIM
Hanson & Doremus Investment Management
Vermont
-$633K
3
FDCC
Foster Dykema Cabot & Co
Massachusetts
-$511K
4
OFG
Oxford Financial Group
Indiana
-$510K
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$493K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$38.6M +$1.62M +49,794 +5%
Franklin Resources
2
Franklin Resources
California
$36.1M +$1.11M +34,220 +3%
LSAG
3
Lake Street Advisors Group
New Hampshire
$28M +$114K +3,512 +0.4%
LWIC
4
Leith Wheeler Investment Counsel
British Columbia, Canada
$9.66M -$493K -15,140 -5%
GAM
5
Gemmer Asset Management
California
$6.75M +$85.6K +2,632 +1%
SEI Investments
6
SEI Investments
Pennsylvania
$4.37M -$195 -6 -0%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$4.1M – – –
LPL Financial
8
LPL Financial
California
$3.88M -$85.8K -2,636 -2%
FLPIM
9
F.L. Putnam Investment Management
Massachusetts
$3.28M -$101K -3,110 -3%
B
10
Bailard
California
$3.16M +$3.02M +92,930 New
Jane Street
11
Jane Street
New York
$2.38M -$407K -12,524 -15%
TI
12
Tidal Investments
Wisconsin
$2.36M – – –
MMA
13
Miracle Mile Advisors
California
$1.85M +$85.2K +2,620 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.61M +$66.4K +2,042 +4%
FTUS
15
Flow Traders U.S.
New York
$1.42M -$2.97M -91,196 -69%
BPA
16
Beacon Pointe Advisors
California
$1.35M +$12.1K +372 +0.9%
IFWM
17
Institute for Wealth Management
Colorado
$1.3M -$113K -3,482 -8%
OMC
18
Old Mission Capital
Illinois
$1.26M +$617K +18,960 +105%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.25M +$196K +6,012 +20%
HI
20
Harbour Investments
Wisconsin
$1.13M +$175K +5,370 +19%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$977K +$201K +6,182 +27%
Bank of America
22
Bank of America
North Carolina
$745K -$4.49K -138 -0.6%
Mariner
23
Mariner
Kansas
$624K – – –
BFS
24
Bradley Foster & Sargent
Connecticut
$596K – – –
Baird Financial Group
25
Baird Financial Group
Wisconsin
$557K -$110K -3,374 -17%
1
2 3

EFAX Hedge Fund Activity: Q4 2022 in Review

60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q4 2022, worth a combined $164M — up 15% from $143M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EFAX positions and 8 closed out — a net gain of 2 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Bailard, opening a new position worth an estimated $3.02M. The largest seller was Flow Traders U.S., cutting an estimated $2.97M.

  • 60 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $164M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q4 2022 and 8 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q4 2022 was Bailard, an estimated $3.02M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q4 2022 was Flow Traders U.S., an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2022.