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

53 hedge funds and large institutions have $96M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

34% more capital invested

Capital invested by funds: $71.4M → $96M (+$24.6M)

16.45% more ownership

Funds ownership: 77.35%93.8% (+16%)

13% more funds holding

Funds holding: 4753 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
22
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
26
Lake Street Advisors Group
New Hampshire
$418K -$15.2K -660 -4%
HighTower Advisors
27
HighTower Advisors
Illinois
$412K
CIBC World Market
28
CIBC World Market
Ontario, Canada
$404K
MML Investors Services
29
MML Investors Services
Massachusetts
$337K +$330K +14,322 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$337K +$331K +14,337 New
AC
31
Arjuna Capital
North Carolina
$321K +$10.9K +471 +4%
UCFA
32
United Capital Financial Advisors
Texas
$306K +$969 +42 +0.3%
AF
33
Advisornet Financial
Minnesota
$297K -$61.2K -2,652 -17%
IF
34
Ironwood Financial
Arizona
$283K +$25.7K +1,113 +10%
HCP
35
Holt Capital Partners
Texas
$283K +$277K +12,000 New
SEI Investments
36
SEI Investments
Pennsylvania
$267K -$36K -1,563 -12%
AP
37
Appleton Partners
Massachusetts
$249K -$58.5K -2,535 -19%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$219K -$128K -5,565 -37%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$207K +$79.9K +3,465 +65%
AOWM
40
Alpha Omega Wealth Management
Virginia
$117K
JFA
41
JNBA Financial Advisors
Minnesota
$117K +$114K +4,950 New
PG
42
Patten Group
Tennessee
$95K -$30.8K -1,335 -25%
Morgan Stanley
43
Morgan Stanley
New York
$85K +$15.1K +654 +22%
AWM
44
Aevitas Wealth Management
Massachusetts
$56K -$2.98K -129 -5%
PCFFS
45
Pacific Center for Financial Services
California
$56K +$208 +9 +0.4%
US Bancorp
46
US Bancorp
Minnesota
$44K
ML
47
McAdam LLC
Pennsylvania
$31K +$138 +6 +0.5%
PA
48
Parallel Advisors
California
$28K
GEA
49
Glen Eagle Advisors
New Jersey
$21.2K
SWP
50
Stratos Wealth Partners
Ohio
$16K +$15.4K +666 New

SPYX Hedge Fund Activity: Q3 2018 in Review

53 of the 4,374 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 2018, worth a combined $96M — up 34% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SPYX positions and 3 closed out — a net gain of 6 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $7.35M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $280K sold.

  • 53 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2018, up from 47 in Q2 2018.
  • Funds reported $96M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2018, up 34% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2018 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2018 was Perella Weinberg Partners Capital Management, an estimated $7.35M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $280K sold.

Based on aggregated 13F filings for Q3 2018.