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

55 hedge funds and large institutions have $114M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $96M → $114M (+$17.7M)

7.56% more ownership

Funds ownership: 93.8% → 101.36% (+7.6%)

4% more funds holding

Funds holding: 53 → 55 (+2)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
23
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
+$13.9M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$3.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.07M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$596K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$483K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$9.09M
2
Jane Street
Jane Street
New York
-$3.77M
3
Bank of America
Bank of America
North Carolina
-$1.45M
4
Wells Fargo
Wells Fargo
California
-$918K
5
MML Investors Services
MML Investors Services
Massachusetts
-$337K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$457K +$299K +13,686 +156%
SEI Investments
27
SEI Investments
Pennsylvania
$449K +$238K +10,875 +97%
LSAG
28
Lake Street Advisors Group
New Hampshire
$399K +$41.6K +1,905 +11%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$349K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$331K +$154K +7,035 +76%
EI
31
Ellevest Inc
New York
$320K +$344K +15,756 New
HCP
32
Holt Capital Partners
Texas
$317K +$78.7K +3,600 +30%
AG
33
Advisor Group
Arizona
$316K -$166K -7,611 -33%
AC
34
Arjuna Capital
North Carolina
$287K +$11.3K +516 +4%
UCFA
35
United Capital Financial Advisors
Texas
$281K +$18.4K +843 +6%
IF
36
Ironwood Financial
Arizona
$259K +$16.7K +765 +6%
AF
37
Advisornet Financial
Minnesota
$246K -$11.3K -519 -4%
HighTower Advisors
38
HighTower Advisors
Illinois
$243K -$120K -5,511 -32%
AP
39
Appleton Partners
Massachusetts
$215K – – –
Wells Fargo
40
Wells Fargo
California
$198K -$918K -42,000 -81%
AOWM
41
Alpha Omega Wealth Management
Virginia
$101K – – –
PG
42
Patten Group
Tennessee
$79K -$3.28K -150 -4%
Morgan Stanley
43
Morgan Stanley
New York
$73K -$131 -6 -0.2%
AWM
44
Aevitas Wealth Management
Massachusetts
$49K +$131 +6 +0.3%
PCFFS
45
Pacific Center for Financial Services
California
$49K +$328 +15 +0.6%
US Bancorp
46
US Bancorp
Minnesota
$38K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$34K +$36.8K +1,683 New
PA
48
Parallel Advisors
California
$24K – – –
GEA
49
Glen Eagle Advisors
New Jersey
$18.3K – – –
AIC
50
Ameritas Investment Company
Nebraska
$18K +$19K +870 New
1
2
3

SPYX Hedge Fund Activity: Q4 2018 in Review

55 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q4 2018, worth a combined $114M — up 18% from $96M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPYX positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Choate Investment Advisors, adding an estimated $13.9M. The largest seller was UBS Group, cutting an estimated $9.09M.

  • 55 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2018, up from 53 in Q3 2018.
  • Funds reported $114M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2018, up 18% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2018 and 6 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2018 was Choate Investment Advisors, an estimated $13.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2018 was UBS Group, an estimated $9.09M sold.

Based on aggregated 13F filings for Q4 2018.