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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

69 hedge funds and large institutions have $178M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $164M → $178M (+$14.1M)

5% more funds holding

Funds holding: 6669 (+3)

0.01% less ownership

Funds ownership: 66.88%66.87% (-0.01%)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
30
Reduced
13
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
$51.5M +$1.81M +45,458 +4%
LSAG
2
Lake Street Advisors Group
New Hampshire
$32M
GAM
3
Gemmer Asset Management
California
$12.5M +$950K +23,835 +9%
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$9.56M +$327K +8,195 +4%
LWIC
5
Leith Wheeler Investment Counsel
British Columbia, Canada
$9.43M
LPL Financial
6
LPL Financial
California
$6.79M +$553K +13,874 +9%
MMA
7
Miracle Mile Advisors
California
$6.35M -$354K -8,881 -5%
SEI Investments
8
SEI Investments
Pennsylvania
$5.31M -$89.9K -2,255 -2%
B
9
Bailard
California
$4.75M +$428K +10,739 +10%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$4.04M -$934K -23,445 -19%
Cerity Partners
11
Cerity Partners
New York
$3.9M +$105K +2,624 +3%
Bank of America
12
Bank of America
North Carolina
$3.79M +$663K +16,647 +22%
FTUS
13
Flow Traders U.S.
New York
$2.75M +$2.64M +66,188 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.29M +$42.8K +1,075 +2%
IFWM
15
Institute for Wealth Management
Colorado
$1.86M +$43.4K +1,088 +2%
BPA
16
Beacon Pointe Advisors
California
$1.84M +$172K +4,304 +11%
PCIG
17
Partners Capital Investment Group
Massachusetts
$1.19M +$179K +4,488 +19%
HI
18
Harbour Investments
Wisconsin
$1.17M -$72.5K -1,819 -6%
AM
19
AGF Management
Ontario, Canada
$1.08M +$19.9K +500 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$948K +$658K +16,500 +262%
Mariner
21
Mariner
Kansas
$877K +$188K +4,707 +29%
OFG
22
Oxford Financial Group
Indiana
$760K +$70K +1,757 +11%
CTA
23
Camelot Technology Advisors
California
$748K +$3.19K +80 +0.4%
JP Morgan Chase
24
JP Morgan Chase
New York
$703K -$531K -13,320 -44%
BFS
25
Bradley Foster & Sargent
Connecticut
$684K

EFAX Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q1 2024, worth a combined $178M — up 8.6% from $164M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EFAX positions and 5 closed out — a net gain of 4 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.64M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.69M sold.

  • 69 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q1 2024, up from 66 in Q4 2023.
  • Funds reported $178M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q1 2024, up 8.6% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $2.64M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q1 2024 was Citadel Advisors, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2024.