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 %
SCM
1
Saba Capital Management
New York
$15.7M +$478K +42,107 +3%
Morgan Stanley
2
Morgan Stanley
New York
$5.85M +$880K +77,468 +18%
SIA
3
Sit Investment Associates
Minnesota
$4.66M +$871K +76,665 +23%
Bank of America
4
Bank of America
North Carolina
$3.09M -$10.9K -960 -0.4%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.06M +$42.1K +3,703 +1%
MC
6
Matisse Capital
Oregon
$2.58M – – –
EBWM
7
Eagle Bluffs Wealth Management
Missouri
$2.47M +$15.3K +1,350 +0.6%
PAG
8
Private Advisor Group
New Jersey
$2.02M +$256K +22,500 +15%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.76M -$1.11M -97,577 -39%
WAM
10
Wolverine Asset Management
Illinois
$1.47M +$634K +55,778 +76%
CastleKeep Investment Advisors
11
CastleKeep Investment Advisors
Connecticut
$1.26M +$260K +22,902 +26%
UBS Group
12
UBS Group
Switzerland
$1.2M +$178K +15,683 +17%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.12M -$11.1K -978 -1%
Cerity Partners
14
Cerity Partners
New York
$933K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$833K -$9.59K -844 -1%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$771K +$134K +11,787 +21%
AWC
17
Abundance Wealth Counselors
Pennsylvania
$729K -$331K -29,178 -31%
LSC
18
Logan Stone Capital
Illinois
$636K -$76K -6,693 -11%
OC
19
Oppenheimer & Co
New York
$626K -$104K -9,116 -14%
DADC
20
D.A. Davidson & Co
Montana
$605K +$2.23K +196 +0.4%
Raymond James Financial
21
Raymond James Financial
Florida
$462K -$565K -49,772 -55%
Osaic Holdings
22
Osaic Holdings
Arizona
$461K +$15.1K +1,331 +3%
RA
23
RFG Advisory
Alabama
$445K +$445K +39,160 New
WA
24
Wealth Alliance
New York
$440K -$11.4K -1,000 -3%
SFS
25
Shaker Financial Services
Virginia
$428K +$146K +12,872 +52%
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