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

62 hedge funds and large institutions have $123M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $108M → $123M (+$15M)

5% more funds holding

Funds holding: 5962 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

178.11% less ownership

Funds ownership: 281.19%103.08% (-178%)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPAG
26
KLS Professional Advisors Group
New York
$622K +$610K +26,079 New
BOS
27
Bingham Osborn & Scarborough
California
$618K -$19.2K -822 -3%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$618K +$80.3K +3,435 +15%
AC
29
Arjuna Capital
North Carolina
$617K +$308K +13,161 +104%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$554K
WCF
31
West Coast Financial
California
$543K +$532K +22,776 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$537K +$139K +5,958 +36%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$523K +$39.6K +1,695 +8%
LSAG
34
Lake Street Advisors Group
New Hampshire
$511K +$2.24K +96 +0.4%
HCP
35
Holt Capital Partners
Texas
$372K
GSWM
36
Golden State Wealth Management
California
$362K -$6.38K -273 -2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$358K -$1.26M -54,078 -78%
UCFA
38
United Capital Financial Advisors
Texas
$337K +$3.86K +165 +1%
HighTower Advisors
39
HighTower Advisors
Illinois
$310K +$24.9K +1,065 +9%
AF
40
Advisornet Financial
Minnesota
$289K
IF
41
Ironwood Financial
Arizona
$286K -$5.26K -225 -2%
SFPM
42
Sensible Financial Planning & Management
Massachusetts
$280K
MML Investors Services
43
MML Investors Services
Massachusetts
$278K +$19.8K +846 +8%
AP
44
Appleton Partners
Massachusetts
$253K
BBHC
45
Brown Brothers Harriman & Co
New York
$227K
Ameriprise
46
Ameriprise
Minnesota
$207K +$203K +8,688 New
EFSCE
47
Enterprise Financial Services Corp (EFSC)
Missouri
$205K
Morgan Stanley
48
Morgan Stanley
New York
$197K +$13.6K +582 +8%
AG
49
Advisor Group
Arizona
$148K -$239K -10,224 -62%
TIM
50
Tortoise Investment Management
New York
$139K

SPYX Hedge Fund Activity: Q2 2019 in Review

62 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q2 2019, worth a combined $123M — up 14% from $108M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPYX positions and 4 closed out — a net gain of 3 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $9.06M. The largest seller was Naman Capital, exiting entirely with an estimated $3.24M sold.

  • 62 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2019, up from 59 in Q1 2019.
  • Funds reported $123M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2019 and 4 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2019 was Perella Weinberg Partners Capital Management, an estimated $9.06M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2019 was Naman Capital, an estimated $3.24M sold.

Based on aggregated 13F filings for Q2 2019.