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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

82 hedge funds and large institutions have $179M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

8% more funds holding

Funds holding: 7682 (+6)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

3% less capital invested

Capital invested by funds: $185M → $179M (-$6.39M)

8.25% less ownership

Funds ownership: 61.99%53.75% (-8.2%)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
30
Reduced
29
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$60.4M -$1.29M -30,408 -2%
GAM
2
Gemmer Asset Management
California
$17.3M +$726K +17,081 +4%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$10.7M +$352K +8,292 +3%
LWIC
4
Leith Wheeler Investment Counsel
British Columbia, Canada
$9.11M -$485K -11,417 -5%
Bank of America
5
Bank of America
North Carolina
$8.42M +$1.62M +38,137 +24%
MMA
6
Miracle Mile Advisors
California
$6.52M -$21.4K -503 -0.3%
B
7
Bailard
California
$6.47M +$606K +14,250 +10%
LPL Financial
8
LPL Financial
California
$6.37M -$492K -11,568 -7%
SEI Investments
9
SEI Investments
Pennsylvania
$5.44M -$30.4K -715 -0.6%
Cerity Partners
10
Cerity Partners
New York
$4.29M +$13.6K +321 +0.3%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$4.19M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.62M +$40K +942 +2%
UBS Group
13
UBS Group
Switzerland
$2.58M +$2.54M +59,745 +15,241%
IFWM
14
Institute for Wealth Management
Colorado
$2.38M -$51.6K -1,215 -2%
PCIG
15
Partners Capital Investment Group
Massachusetts
$2.06M +$503K +11,835 +33%
FTUS
16
Flow Traders U.S.
New York
$1.83M +$1.81M +42,642 New
BPA
17
Beacon Pointe Advisors
California
$1.65M
HI
18
Harbour Investments
Wisconsin
$1.45M +$162K +3,815 +13%
AM
19
AGF Management
Ontario, Canada
$1.2M -$36.1K -850 -3%
VAF
20
Values Added Financial
District of Columbia
$1.06M +$2.13K +50 +0.2%
EI
21
Ethic Inc
New York
$995K +$983K +23,131 New
Jane Street
22
Jane Street
New York
$953K -$1.3M -30,488 -58%
MA
23
Marquette Associates
Illinois
$952K -$76.5K -1,799 -8%
WA
24
Whipplewood Advisors
Colorado
$926K -$889K -20,918 -98%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$839K -$366K -8,607 -31%

EFAX Hedge Fund Activity: Q1 2025 in Review

82 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) for Q1 2025, worth a combined $179M — down 3.5% from $185M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EFAX positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was UBS Group, adding an estimated $2.54M. The largest seller was Jane Street, cutting an estimated $1.3M.

  • 82 institutional investors held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) as of Q1 2025, up from 76 in Q4 2024.
  • Funds reported $179M of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF stock for Q1 2025, down 3.5% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF positions in Q1 2025 and 2 closed out, a net change of +7 holders.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF buyer in Q1 2025 was UBS Group, an estimated $2.54M added.
  • The largest State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seller in Q1 2025 was Jane Street, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2025.