TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

40 hedge funds and large institutions have $49.1M invested in Ecofin Sustainable & Social Impact Term Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
13
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$1.99M
2
SCM
2
Saba Capital Management
New York
$9M
3
PAG
3
Private Advisor Group
New Jersey
$779K
4
AAM
4
Advisors Asset Management
Colorado
$1.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.75M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$2.67M
2
EBWM
2
Eagle Bluffs Wealth Management
Missouri
$2.92M
3
DADC
3
D.A. Davidson & Co
Montana
$612K
4
UBS Group
4
UBS Group
Switzerland
$124K
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$9M +$1.7M +122,882 +23%
Morgan Stanley
2
Morgan Stanley
New York
$7.75M +$692K +50,037 +10%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.37M +$37.9K +2,739 +0.5%
Bank of America
4
Bank of America
North Carolina
$3.41M -$41.7K -3,013 -1%
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$2.92M -$1.43M -103,768 -33%
RJA
6
Raymond James & Associates
Florida
$2.67M -$6.67M -481,921 -71%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.99M +$1.99M +144,635 New
AAM
8
Advisors Asset Management
Colorado
$1.6M +$766K +55,386 +92%
Wells Fargo
9
Wells Fargo
California
$1.45M -$67.1K -4,848 -4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.24M +$24.9K +1,800 +2%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$1.22M +$113K +8,197 +10%
AC
12
Aristides Capital
Kentucky
$952K – – –
Truist Financial
13
Truist Financial
North Carolina
$917K -$3.46K -250 -0.4%
PAG
14
Private Advisor Group
New Jersey
$779K +$779K +56,355 New
WA
15
Wealth Alliance
New York
$615K – – –
DADC
16
D.A. Davidson & Co
Montana
$612K -$117K -8,511 -16%
OC
17
Oppenheimer & Co
New York
$597K +$21K +1,522 +4%
CW
18
CreativeOne Wealth
Kansas
$589K +$37K +2,675 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$540K -$13.8K -1,000 -2%
KACA
20
Kayne Anderson Capital Advisors
California
$307K – – –
Mariner
21
Mariner
Kansas
$294K +$20.7K +1,501 +8%
HH
22
Hilltop Holdings
Texas
$279K -$10.4K -750 -4%
CPIG
23
Chicago Partners Investment Group
Illinois
$242K – – –
RJT
24
Raymond James Trust
Florida
$229K +$229K +16,588 New
MC
25
Matisse Capital
Oregon
$220K +$220K +15,876 New
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