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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$13.9M |
| 2 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$3.24M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.07M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$596K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$483K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.09M |
| 2 |
Jane Street
New York
|
-$3.77M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.45M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$918K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$337K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTB
51
Washington Trust Bank
Spokane,
Washington
| $10K | +$11.1K | +510 | New |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $9K | – | – | – |
|
|
CWM
53
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $7K | – | – | – |
|
|
54
Jane Street
New York
| – | -$3.77M | -159,969 | Closed |
|
|
55
MML Investors Services
Springfield,
Massachusetts
| – | -$337K | -14,322 | Closed |
|
|
JFA
56
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$117K | -4,950 | Closed |
|
|
ML
57
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$31K | -1,332 | Closed |
|
|
SWP
58
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$16K | -666 | Closed |
|
59
Fidelity Investments
Boston,
Massachusetts
| – | +$66 | +3 | New |
|
|
NSG
60
Nalls Sherbakoff Group
Knoxville,
Tennessee
| – | +$328 | +15 | New |
|
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.