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

97 hedge funds and large institutions have $208M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

44% more capital invested

Capital invested by funds: $145M → $208M (+$63.7M)

13% more funds holding

Funds holding: 86 → 97 (+11)

1.98% more ownership

Funds ownership: 107.29% → 109.27% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
40
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
+$13.9M
2
ST
Spinnaker Trust
Maine
+$9.27M
3
V
Veritable
Delaware
+$4.31M
4
LFAS
Level Four Advisory Services
Texas
+$4.18M
5
RIS
Retirement Income Solutions
Michigan
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$10.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.47M
3
Jane Street
Jane Street
New York
-$2.64M
4
IRAG
Investment Research & Advisory Group
Georgia
-$1.01M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$468K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
26
Ashfield Capital Partners
California
$1.14M +$31.8K +1,320 +3%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$1.08M – – –
B
28
Bailard
California
$1.05M +$582K +24,123 +140%
MSA
29
Marino Stram & Associates
Massachusetts
$1.03M +$172K +7,149 +22%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$954K -$449K -18,600 -33%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$946K -$4.47M -185,469 -83%
JWM
32
JFG Wealth Management
Colorado
$915K +$867K +35,964 New
AC
33
Arjuna Capital
North Carolina
$904K -$4.56K -189 -0.5%
PFA
34
Pathway Financial Advisors
Vermont
$856K – – –
SEI Investments
35
SEI Investments
Pennsylvania
$827K +$68.6K +2,844 +10%
AA
36
Alesco Advisors
New York
$822K – – –
Ameriprise
37
Ameriprise
Minnesota
$818K +$418K +17,325 +117%
Wells Fargo
38
Wells Fargo
California
$805K +$339K +14,061 +80%
SW
39
SVB Wealth
Massachusetts
$795K +$125K +5,184 +20%
ST
40
Sentinel Trust
Texas
$790K +$749K +31,056 New
Baird Financial Group
41
Baird Financial Group
Wisconsin
$753K – – –
HGWM
42
Horst & Graben Wealth Management
Oregon
$730K +$72 +3 +0%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$698K +$662K +27,435 New
TCOV
44
Trust Company of Vermont
Vermont
$673K -$85K -3,525 -12%
PMG
45
ProVise Management Group
Florida
$663K – – –
MML Investors Services
46
MML Investors Services
Massachusetts
$640K +$136K +5,631 +29%
FLPIM
47
F.L. Putnam Investment Management
Massachusetts
$634K +$230K +9,522 +62%
IFWM
48
Institute for Wealth Management
Colorado
$575K +$545K +22,611 New
Truist Financial
49
Truist Financial
North Carolina
$551K +$522K +21,666 New
HighTower Advisors
50
HighTower Advisors
Illinois
$534K +$72.6K +3,009 +17%
1
2
3 4 5

SPYX Hedge Fund Activity: Q2 2020 in Review

97 of the 4,877 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 2020, worth a combined $208M — up 44% from $145M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPYX positions and 5 closed out — a net gain of 11 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Choate Investment Advisors, adding an estimated $13.9M. The largest seller was Osaic Holdings, cutting an estimated $10.6M.

  • 97 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2020, up from 86 in Q1 2020.
  • Funds reported $208M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2020, up 44% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2020 and 5 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2020 was Choate Investment Advisors, an estimated $13.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2020 was Osaic Holdings, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2020.