State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
35 hedge funds and large institutions have $30M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
35% more funds holding
Funds holding: 26 → 35 (+9)
0.61% more ownership
Funds ownership: 62.25% → 62.86% (+0.61%)
5% less capital invested
Capital invested by funds: $31.7M → $30M (-$1.73M)
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.53M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$703K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$259K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$47.7K |
| 5 |
PG
Patten Group
Chattanooga,
Tennessee
|
-$1.98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AOWM
26
Alpha Omega Wealth Management
Richmond,
Virginia
| $101K | – | – | – |
|
|
GAM
27
Gemmer Asset Management
Walnut Creek,
California
| $44K | +$43.8K | +2,190 | New |
|
28
US Bancorp
Minneapolis,
Minnesota
| $32K | – | – | – |
|
|
PG
29
Patten Group
Chattanooga,
Tennessee
| $31K | -$1.98K | -99 | -6% |
|
|
PCFFS
30
Pacific Center for Financial Services
San Ramon,
California
| $15K | +$14.4K | +723 | New |
|
|
LC
31
Landaas & Company
Milwaukee,
Wisconsin
| $12K | +$11.5K | +576 | New |
|
32
Morgan Stanley
New York
| $8K | – | – | – |
|
|
CWM
33
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $7K | – | – | – |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| $6K | +$2.4K | +120 | +65% |
|
|
PWPCM
35
Perella Weinberg Partners Capital Management
New York
| $5.75K | +$1.5M | +75,105 | +36% |
|
|
36
Stifel Financial
St. Louis,
Missouri
| – | -$259K | -13,197 | Closed |
|
SPYX Hedge Fund Activity: Q3 2017 in Review
35 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q3 2017, worth a combined $30M — down 5.4% from $31.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SPYX positions and 1 closed out — a net gain of 9 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $5.05M. The largest seller was UBS Group, cutting an estimated $8.53M.
- 35 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2017, up from 26 in Q2 2017.
- Funds reported $30M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2017, down 5.4% quarter-over-quarter.
- 10 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2017 and 1 closed out, a net change of +9 holders.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2017 was Cambridge Investment Research Advisors, an estimated $5.05M added.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2017 was UBS Group, an estimated $8.53M sold.
Based on aggregated 13F filings for Q3 2017.