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

119 hedge funds and large institutions have $273M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,236% more call options, than puts

Call options by funds: $5.02M | Put options by funds: $215K

1,100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 2

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

31% more capital invested

Capital invested by funds: $208M → $273M (+$64.2M)

23% more funds holding

Funds holding: 97119 (+22)

8.03% more ownership

Funds ownership: 109.27%117.31% (+8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
119
Holders Change
+22
Holders Change %
+22.68%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
47
Reduced
24
Closed
2
Calls
$5.02M
Puts
$215K
Net Calls
+$4.81M
Net Calls Change
+$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.56M -$32K -1,167 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.52M +$160K +5,832 +12%
WMG
28
WESCAP Management Group
California
$1.37M -$192K -6,996 -12%
HDIM
29
Hanson & Doremus Investment Management
Vermont
$1.28M +$164 +6 +0%
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
$1.27M +$566K +20,664 +83%
ACP
31
Ashfield Capital Partners
California
$1.23M -$18.5K -675 -2%
B
32
Bailard
California
$1.18M +$30.8K +1,125 +3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.17M +$395K +14,421 +53%
FDCC
34
Foster Dykema Cabot & Co
Massachusetts
$1.14M +$813K +29,679 +263%
MSA
35
Marino Stram & Associates
Massachusetts
$1.12M +$3.62K +132 +0.3%
MWM
36
Modera Wealth Management
New Jersey
$1.1M +$695K +25,374 +178%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$1.08M
Ameriprise
38
Ameriprise
Minnesota
$1.06M +$165K +6,027 +19%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$994K +$167K +6,078 +21%
IMC Chicago
40
IMC Chicago
Illinois
$977K +$961K +35,088 New
SW
41
SVB Wealth
Massachusetts
$975K +$103K +3,753 +12%
Wells Fargo
42
Wells Fargo
California
$969K +$87.4K +3,192 +10%
Truist Financial
43
Truist Financial
North Carolina
$938K +$329K +12,015 +55%
AA
44
Alesco Advisors
New York
$895K -$4.93K -180 -0.6%
ST
45
Sentinel Trust
Texas
$840K -$24.7K -900 -3%
JWM
46
JFG Wealth Management
Colorado
$836K -$163K -5,937 -17%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$835K -$205K -7,500 -20%
PFA
48
Pathway Financial Advisors
Vermont
$815K -$123K -4,488 -13%
MML Investors Services
49
MML Investors Services
Massachusetts
$798K +$96.1K +3,507 +14%
PMG
50
ProVise Management Group
Florida
$736K +$10.3K +375 +1%

SPYX Hedge Fund Activity: Q3 2020 in Review

119 of the 4,956 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 2020, worth a combined $273M — up 31% from $208M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPYX positions and 2 closed out — a net gain of 22 holders — while 47 added to existing stakes and 24 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $10.1M. The largest seller was Susquehanna International Group, cutting an estimated $738K.

  • 119 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2020, up from 97 in Q2 2020.
  • Funds reported $273M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2020, up 31% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2020 and 2 closed out, a net change of +22 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2020 was Mariner Independent Advisor Network, an estimated $10.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2020 was Susquehanna International Group, an estimated $738K sold.

Based on aggregated 13F filings for Q3 2020.