TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

49 hedge funds and large institutions have $64M invested in Ecofin Sustainable & Social Impact Term Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$19M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.91M
3
AIA
Absolute Investment Advisers
Florida
$696K
4
PAG
Private Advisor Group
New Jersey
$2.59M
5
AC
Almitas Capital
California
$385K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$0
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.39M
3
AWC
Abundance Wealth Counselors
Pennsylvania
$307K
4
LSC
Logan Stone Capital
Illinois
$242K
5
SFS
Shaker Financial Services
Virginia
$187K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Almitas Capital
California
$385K +$385K +31,454 New
LPL Financial
27
LPL Financial
California
$339K -$3.25K -265 -0.9%
AWC
28
Abundance Wealth Counselors
Pennsylvania
$307K -$479K -39,108 -61%
AC
29
Aristides Capital
Kentucky
$282K – – –
QL
30
Quarry LP
New York
$252K +$211K +17,231 +519%
KA
31
Kovack Advisors
Florida
$248K +$4.96K +405 +2%
LSC
32
Logan Stone Capital
Illinois
$242K -$444K -36,221 -65%
CL
33
CSS LLC
Illinois
$242K +$242K +19,741 New
HH
34
Hilltop Holdings
Texas
$239K – – –
TCA
35
Tortoise Capital Advisors
Kansas
$237K – – –
Millennium Management
36
Millennium Management
New York
$229K – – –
Wells Fargo
37
Wells Fargo
California
$204K -$3.66K -299 -2%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$191K +$191K +15,601 New
SFS
39
Shaker Financial Services
Virginia
$187K -$274K -22,378 -59%
AWS
40
Atria Wealth Solutions
New York
$158K -$6.76K -552 -4%
UPS
41
UHLMANN PRICE SECURITIES
Illinois
$149K +$3.38K +276 +2%
FHA
42
Flagship Harbor Advisors
Massachusetts
$142K -$53.5K -4,372 -27%
KPF
43
K2 Principal Fund
Ontario, Canada
$136K – – –
WSFS
44
Wilmington Savings Fund Society
Delaware
$58.2K – – –
AAS
45
Ameritas Advisory Services
Nebraska
$31.8K -$110K -8,950 -77%
IA
46
IFP Advisors
Florida
$12.2K +$12.2K +1,000 New
CA
47
Clearstead Advisors
Ohio
$4.1K -$8.36K -682 -67%
C
48
Covestor
United Kingdom
$3K – – –
Comerica Bank
49
Comerica Bank
Texas
$490 – – –
WAM
50
Wolverine Asset Management
Illinois
– -$1.47M -129,597 Closed
1
2
3