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State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF

45 hedge funds and large institutions have $63.5M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

41% more capital invested

Capital invested by funds: $45.1M → $63.5M (+$18.5M)

13% more funds holding

Funds holding: 4045 (+5)

4.91% more ownership

Funds ownership: 67.28%72.19% (+4.9%)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
26
Lake Street Advisors Group
New Hampshire
$360K -$13.4K -606 -3%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$325K +$335K +15,120 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$320K +$151K +6,798 +84%
AP
29
Appleton Partners
Massachusetts
$282K
AF
30
Advisornet Financial
Minnesota
$277K
UCFA
31
United Capital Financial Advisors
Texas
$269K +$58.3K +2,631 +27%
AC
32
Arjuna Capital
North Carolina
$262K -$210K -9,504 -44%
GAM
33
Gemmer Asset Management
California
$167K +$124K +5,610 +256%
SEI Investments
34
SEI Investments
Pennsylvania
$154K +$6.25K +282 +4%
IF
35
Ironwood Financial
Arizona
$144K +$149K +6,711 New
PG
36
Patten Group
Tennessee
$142K +$113K +5,085 +334%
AOWM
37
Alpha Omega Wealth Management
Virginia
$106K
AWM
38
Aevitas Wealth Management
Massachusetts
$54K +$66 +3 +0.1%
PCFFS
39
Pacific Center for Financial Services
California
$51K +$16.1K +726 +44%
Wells Fargo
40
Wells Fargo
California
$48K +$49.8K +2,250 New
US Bancorp
41
US Bancorp
Minnesota
$40K +$28.2K +1,275 +213%
PA
42
Parallel Advisors
California
$26K +$26.6K +1,200 New
SWP
43
Stratos Wealth Partners
Ohio
$14K
ML
44
McAdam LLC
Pennsylvania
$12K +$11.9K +537 New
CWM
45
Cranbrook Wealth Management
Michigan
$8K
LC
46
Landaas & Company
Wisconsin
-$12K -576 Closed

SPYX Hedge Fund Activity: Q1 2018 in Review

45 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q1 2018, worth a combined $63.5M — up 41% from $45.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPYX positions and 1 closed out — a net gain of 5 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Choate Investment Advisors, adding an estimated $16.2M. The largest seller was Bailard, cutting an estimated $620K.

  • 45 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2018, up from 40 in Q4 2017.
  • Funds reported $63.5M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2018, up 41% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2018 and 1 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2018 was Choate Investment Advisors, an estimated $16.2M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2018 was Bailard, an estimated $620K sold.

Based on aggregated 13F filings for Q1 2018.