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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

76 hedge funds and large institutions have $190M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

9% more capital invested

Capital invested by funds: $174M → $190M (+$16.3M)

3% more funds holding

Funds holding: 74 → 76 (+2)

0.31% more ownership

Funds ownership: 64.57% → 64.89% (+0.31%)

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$1.13M
2
GAM
Gemmer Asset Management
California
+$856K
3
FTUS
Flow Traders U.S.
New York
+$798K
4
Bank of America
Bank of America
North Carolina
+$640K
5
B
Bailard
California
+$398K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$1.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$355K
3
PCIG
Partners Capital Investment Group
Massachusetts
-$145K
4
Mariner
Mariner
Kansas
-$111K
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$58M +$1.13M +26,928 +2%
LSAG
2
Lake Street Advisors Group
New Hampshire
$27.4M – – –
GAM
3
Gemmer Asset Management
California
$15.6M +$856K +20,349 +6%
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$10.9M -$102K -2,434 -1%
LWIC
5
Leith Wheeler Investment Counsel
British Columbia, Canada
$9.92M – – –
MMA
6
Miracle Mile Advisors
California
$7.01M +$205K +4,881 +3%
LPL Financial
7
LPL Financial
California
$6.95M +$79.4K +1,889 +1%
SEI Investments
8
SEI Investments
Pennsylvania
$5.48M +$172K +4,091 +3%
Bank of America
9
Bank of America
North Carolina
$5.48M +$640K +15,211 +14%
B
10
Bailard
California
$5.29M +$398K +9,457 +8%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$4.25M – – –
Cerity Partners
12
Cerity Partners
New York
$4.06M -$22.1K -526 -0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.5M +$113K +2,678 +5%
IFWM
14
Institute for Wealth Management
Colorado
$2.23M +$158K +3,767 +8%
BPA
15
Beacon Pointe Advisors
California
$1.96M – – –
HI
16
Harbour Investments
Wisconsin
$1.32M +$14K +333 +1%
AM
17
AGF Management
Ontario, Canada
$1.26M +$28.4K +675 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.24M +$78.2K +1,859 +7%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.2M +$76.5K +1,820 +7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$933K -$45.9K -1,091 -5%
APA
21
Astoria Portfolio Advisors
New York
$851K +$50.7K +1,206 +7%
FTUS
22
Flow Traders U.S.
New York
$830K +$798K +18,975 New
CTA
23
Camelot Technology Advisors
California
$788K -$3.78K -90 -0.5%
OFG
24
Oxford Financial Group
Indiana
$765K -$12.3K -293 -2%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$756K – – –
1
2 3 4

EFAX Hedge Fund Activity: Q3 2024 in Review

76 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q3 2024, worth a combined $190M — up 9.4% from $174M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EFAX positions and 2 closed out — a net gain of 2 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Betterment LLC, adding an estimated $1.13M. The largest seller was GTS Securities, exiting entirely with an estimated $1.3M sold.

  • 76 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q3 2024, up from 74 in Q2 2024.
  • Funds reported $190M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q3 2024, up 9.4% quarter-over-quarter.
  • 4 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q3 2024 was Betterment LLC, an estimated $1.13M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q3 2024 was GTS Securities, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2024.