TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

32 hedge funds and large institutions have $56.1M invested in Ecofin Sustainable & Social Impact Term Fund in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-6
Holders Change %
-15.79%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
12
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EBWM
1
Eagle Bluffs Wealth Management
Missouri
$4.75M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.32M
3
AAM
3
Advisors Asset Management
Colorado
$911K
4
RJA
4
Raymond James & Associates
Florida
$10.2M
5
Bank of America
5
Bank of America
North Carolina
$3.77M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
PAG
3
Private Advisor Group
New Jersey
$0
4
SCM
4
Saba Capital Management
New York
$7.97M
5
DADC
5
D.A. Davidson & Co
Montana
$802K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10.2M +$540K +35,768 +6%
PAIM
2
Punch & Associates Investment Management
Minnesota
$8.01M +$84.4K +5,591 +1%
SCM
3
Saba Capital Management
New York
$7.97M -$1.17M -77,695 -13%
Morgan Stanley
4
Morgan Stanley
New York
$7.7M -$187K -12,388 -2%
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$4.75M +$4.75M +314,714 New
Bank of America
6
Bank of America
North Carolina
$3.77M +$485K +32,140 +15%
Wells Fargo
7
Wells Fargo
California
$1.66M -$37K -2,450 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.32M +$1.32M +87,599 New
AWC
9
Abundance Wealth Counselors
Pennsylvania
$1.21M +$115K +7,634 +11%
PPA
10
Parametric Portfolio Associates
Washington
$1.15M +$332K +21,994 +41%
AC
11
Aristides Capital
Kentucky
$1.04M -$6.81K -451 -0.7%
Truist Financial
12
Truist Financial
North Carolina
$1.01M – – –
AAM
13
Advisors Asset Management
Colorado
$911K +$794K +52,532 +675%
DADC
14
D.A. Davidson & Co
Montana
$802K -$905K -59,941 -53%
WA
15
Wealth Alliance
New York
$671K +$453 +30 +0.1%
OC
16
Oppenheimer & Co
New York
$629K +$123K +8,115 +24%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$605K +$10.9K +720 +2%
CW
18
CreativeOne Wealth
Kansas
$603K -$34.9K -2,310 -5%
KACA
19
Kayne Anderson Capital Advisors
California
$335K – – –
HH
20
Hilltop Holdings
Texas
$316K -$12.1K -800 -4%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$310K – – –
Mariner
22
Mariner
Kansas
$299K +$45.3K +3,000 +18%
CPIG
23
Chicago Partners Investment Group
Illinois
$238K – – –
UBS Group
24
UBS Group
Switzerland
$212K -$351K -23,200 -62%
Stifel Financial
25
Stifel Financial
Missouri
$195K -$3.78K -250 -2%
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