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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

62 hedge funds and large institutions have $145M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

4% less capital invested

Capital invested by funds: $152M → $145M (-$6.3M)

2.06% less ownership

Funds ownership: 67.08%65.02% (-2.1%)

5% less funds holding

Funds holding: 6562 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
25
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$41.9M +$936K +25,254 +2%
LSAG
2
Lake Street Advisors Group
New Hampshire
$27.3M
LWIC
3
Leith Wheeler Investment Counsel
British Columbia, Canada
$9.56M
GAM
4
Gemmer Asset Management
California
$9.18M +$694K +18,737 +8%
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$7.55M +$790K +21,320 +11%
LPL Financial
6
LPL Financial
California
$5.45M +$818K +22,087 +17%
SEI Investments
7
SEI Investments
Pennsylvania
$4.85M +$119K +3,223 +2%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$4.28M
MMA
9
Miracle Mile Advisors
California
$3.95M +$2.19M +59,210 +114%
B
10
Bailard
California
$3.39M +$77.3K +2,085 +2%
TI
11
Tidal Investments
Wisconsin
$2.46M
PCIG
12
Partners Capital Investment Group
Massachusetts
$2.25M -$292K -7,867 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.82M +$53.4K +1,441 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.71M +$96.8K +2,611 +6%
IFWM
15
Institute for Wealth Management
Colorado
$1.58M +$176K +4,761 +12%
Cerity Partners
16
Cerity Partners
New York
$1.58M -$1.5M -40,350 -47%
BPA
17
Beacon Pointe Advisors
California
$1.4M
Bank of America
18
Bank of America
North Carolina
$1.27M -$21.6K -584 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$1.27M -$890K -24,018 -40%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$1.08M +$113K +3,047 +11%
HI
21
Harbour Investments
Wisconsin
$1.02M +$9.89K +267 +0.9%
Mariner
22
Mariner
Kansas
$817K -$308K -8,318 -27%
BFS
23
Bradley Foster & Sargent
Connecticut
$660K
EH
24
Equitable Holdings
New York
$657K +$89K +2,403 +15%
OFG
25
Oxford Financial Group
Indiana
$576K

EFAX Hedge Fund Activity: Q3 2023 in Review

62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q3 2023, worth a combined $145M — down 4.2% from $152M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EFAX and 3 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 25 added.

The largest buyer was Miracle Mile Advisors, adding an estimated $2.19M. The largest seller was Cerity Partners, cutting an estimated $1.5M.

  • 62 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q3 2023, down from 65 in Q2 2023.
  • Funds reported $145M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q3 2023, down 4.2% quarter-over-quarter.
  • 3 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q3 2023 and 5 closed out, a net change of -2 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q3 2023 was Miracle Mile Advisors, an estimated $2.19M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q3 2023 was Cerity Partners, an estimated $1.5M sold.

Based on aggregated 13F filings for Q3 2023.