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

70 hedge funds and large institutions have $112M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

13% more funds holding

Funds holding: 62 → 70 (+8)

9% less capital invested

Capital invested by funds: $123M → $112M (-$10.6M)

15.89% less ownership

Funds ownership: 103.08% → 87.19% (-16%)

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
25
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
+$1.9M
2
IMC Chicago
IMC Chicago
Illinois
+$1.57M
3
ACP
Ashfield Capital Partners
California
+$1.3M
4
SW
SVB Wealth
Massachusetts
+$628K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$381K

Top Sellers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$14.7M
2
Jane Street
Jane Street
New York
-$3.29M
3
Citadel Advisors
Citadel Advisors
Florida
-$779K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$457K
5
B
Bailard
California
-$401K
Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
26
Bingham Osborn & Scarborough
California
$629K +$1.08K +45 +0.2%
PMG
27
ProVise Management Group
Florida
$627K -$72.8K -3,024 -10%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$624K -$3.97K -165 -0.6%
SEI Investments
29
SEI Investments
Pennsylvania
$587K -$229K -9,531 -28%
Citadel Advisors
30
Citadel Advisors
Florida
$576K -$779K -32,361 -58%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$563K – – –
WCF
32
West Coast Financial
California
$552K – – –
SFPM
33
Sensible Financial Planning & Management
Massachusetts
$498K +$213K +8,835 +75%
Jane Street
34
Jane Street
New York
$492K -$3.29M -136,599 -87%
LSAG
35
Lake Street Advisors Group
New Hampshire
$411K -$107K -4,464 -21%
HCP
36
Holt Capital Partners
Texas
$378K – – –
GSWM
37
Golden State Wealth Management
California
$362K -$5.92K -246 -2%
UCFA
38
United Capital Financial Advisors
Texas
$356K +$13.2K +549 +4%
HighTower Advisors
39
HighTower Advisors
Illinois
$316K – – –
MSA
40
Marino Stram & Associates
Massachusetts
$316K +$314K +13,038 New
MML Investors Services
41
MML Investors Services
Massachusetts
$308K +$24.8K +1,032 +9%
Goldman Sachs
42
Goldman Sachs
New York
$299K +$298K +12,366 New
AF
43
Advisornet Financial
Minnesota
$293K – – –
IF
44
Ironwood Financial
Arizona
$290K – – –
AIP
45
Ameritas Investment Partners
Nebraska
$280K +$155K +6,432 +125%
AP
46
Appleton Partners
Massachusetts
$256K – – –
Ameriprise
47
Ameriprise
Minnesota
$230K +$19.4K +804 +9%
AC
48
Alexandria Capital
Virginia
$218K +$217K +9,000 New
EFSCE
49
Enterprise Financial Services Corp (EFSC)
Missouri
$209K – – –
Morgan Stanley
50
Morgan Stanley
New York
$208K +$8.23K +342 +4%
1
2
3

SPYX Hedge Fund Activity: Q3 2019 in Review

70 of the 4,560 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 2019, worth a combined $112M — down 8.6% from $123M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SPYX positions and 3 closed out — a net gain of 9 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was Choate Investment Advisors, adding an estimated $1.9M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $14.7M.

  • 70 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2019, up from 62 in Q2 2019.
  • Funds reported $112M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2019, down 8.6% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2019 and 3 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2019 was Choate Investment Advisors, an estimated $1.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2019 was Perella Weinberg Partners Capital Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2019.