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

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.39M
3
AWC
3
Abundance Wealth Counselors
Pennsylvania
$307K
4
LSC
4
Logan Stone Capital
Illinois
$242K
5
SFS
5
Shaker Financial Services
Virginia
$187K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$19M +$2.03M +165,662 +12%
Morgan Stanley
2
Morgan Stanley
New York
$6.4M +$101K +8,238 +2%
SIA
3
Sit Investment Associates
Minnesota
$5.34M +$320K +26,129 +6%
Bank of America
4
Bank of America
North Carolina
$3.45M +$119K +9,685 +4%
MC
5
Matisse Capital
Oregon
$2.78M – – –
EBWM
6
Eagle Bluffs Wealth Management
Missouri
$2.69M +$22.3K +1,818 +0.8%
PAG
7
Private Advisor Group
New Jersey
$2.59M +$413K +33,750 +19%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$2.39M -$902K -73,675 -27%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$1.91M +$1.91M +155,989 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.74M -$158K -12,878 -8%
UBS Group
11
UBS Group
Switzerland
$1.33M +$29.7K +2,424 +2%
CastleKeep Investment Advisors
12
CastleKeep Investment Advisors
Connecticut
$1.19M -$176K -14,335 -13%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.14M -$66.1K -5,397 -5%
Cerity Partners
14
Cerity Partners
New York
$1.01M – – –
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$948K +$117K +9,586 +14%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$857K -$40.1K -3,277 -4%
AIA
17
Absolute Investment Advisers
Florida
$696K +$531K +43,400 +322%
OC
18
Oppenheimer & Co
New York
$691K +$16.4K +1,341 +2%
DADC
19
D.A. Davidson & Co
Montana
$649K -$3.26K -266 -0.5%
RA
20
RFG Advisory
Alabama
$601K +$121K +9,886 +25%
CPRC
21
Consolidated Portfolio Review Corp
New York
$512K +$342K +27,951 +201%
Osaic Holdings
22
Osaic Holdings
Arizona
$494K +$6.39K +532 +1%
WA
23
Wealth Alliance
New York
$474K – – –
WWA
24
WCG Wealth Advisors
Nevada
$450K +$217K +17,715 +93%
Raymond James Financial
25
Raymond James Financial
Florida
$404K -$94.4K -7,710 -19%
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