TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

50 hedge funds and large institutions have $57.7M invested in Ecofin Sustainable & Social Impact Term Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.85M
2
SIA
2
Sit Investment Associates
Minnesota
$4.66M
3
WAM
3
Wolverine Asset Management
Illinois
$1.47M
4
SCM
4
Saba Capital Management
New York
$15.7M
5
RA
5
RFG Advisory
Alabama
$445K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$1.76M
2
Raymond James Financial
2
Raymond James Financial
Florida
$462K
3
AWC
3
Abundance Wealth Counselors
Pennsylvania
$729K
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
26
NWF Advisory Services
California
$386K +$386K +34,000 New
LPL Financial
27
LPL Financial
California
$317K +$6.54K +576 +2%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$271K – – –
AC
29
Aristides Capital
Kentucky
$261K – – –
Mariner
30
Mariner
Kansas
$246K – – –
KA
31
Kovack Advisors
Florida
$226K +$41.4K +3,640 +22%
HH
32
Hilltop Holdings
Texas
$222K -$3.41K -300 -2%
TCA
33
Tortoise Capital Advisors
Kansas
$220K – – –
WWA
34
WCG Wealth Advisors
Nevada
$217K +$217K +19,060 New
Millennium Management
35
Millennium Management
New York
$212K – – –
Wells Fargo
36
Wells Fargo
California
$193K -$35.1K -3,093 -15%
FHA
37
Flagship Harbor Advisors
Massachusetts
$181K +$17.8K +1,563 +11%
CPRC
38
Consolidated Portfolio Review Corp
New York
$158K -$15.5K -1,364 -9%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$157K +$157K +13,861 New
AWS
40
Atria Wealth Solutions
New York
$153K +$1.51K +133 +1%
AIA
41
Absolute Investment Advisers
Florida
$153K – – –
AAS
42
Ameritas Advisory Services
Nebraska
$139K – – –
UPS
43
UHLMANN PRICE SECURITIES
Illinois
$135K +$2.99K +263 +2%
KPF
44
K2 Principal Fund
Ontario, Canada
$126K +$126K +11,119 New
WSFS
45
Wilmington Savings Fund Society
Delaware
$54K – – –
QL
46
Quarry LP
New York
$37.7K – – –
Jones Financial Companies
47
Jones Financial Companies
Missouri
$17K +$17K +1,500 New
CA
48
Clearstead Advisors
Ohio
$11.6K +$261 +23 +2%
PWA
49
Provenance Wealth Advisors
Florida
$5.68K – – –
C
50
Covestor
United Kingdom
$2K – – –
1
2
3