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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$3.02M |
| 2 |
Betterment LLC
New York
|
+$1.62M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$1.11M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$617K |
| 5 |
EH
Equitable Holdings
New York
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$2.97M |
| 2 |
HDIM
Hanson & Doremus Investment Management
Burlington,
Vermont
|
-$633K |
| 3 |
FDCC
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
-$511K |
| 4 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
-$510K |
| 5 |
LWIC
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
-$493K |
EFAX Hedge Fund Activity: Q4 2022 in Review
60 of the 6,237 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.