State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
59 hedge funds and large institutions have $108M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 5 closing their positions.
179.83% more ownership
Funds ownership: 101.36% → 281.19% (+180%)
117% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 12
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
7% more funds holding
Funds holding: 55 → 59 (+4)
5% less capital invested
Capital invested by funds: $114M → $108M (-$5.54M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Naman Capital
Sao Paulo,
Brazil
|
+$192M |
| 2 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$3.73M |
| 3 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$2.16M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.53M |
| 5 |
Jane Street
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.35M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$884K |
| 3 |
LPL Financial
San Diego,
California
|
-$711K |
| 4 |
TCOV
Trust Company of Vermont
Brattleboro,
Vermont
|
-$167K |
| 5 |
PFA
Pathway Financial Advisors
South Burlington,
Vermont
|
-$89.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AOWM
51
Alpha Omega Wealth Management
Richmond,
Virginia
| $113K | – | – | – |
|
|
PCFFS
52
Pacific Center for Financial Services
San Ramon,
California
| $55K | +$198 | +9 | +0.4% |
|
|
AWM
53
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $54K | +$66 | +3 | +0.1% |
|
54
US Bancorp
Minneapolis,
Minnesota
| $43K | – | – | – |
|
|
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $35.5K | +$34.3K | +1,560 | New |
|
|
CFGS
56
Concourse Financial Group Securities
Birmingham,
Alabama
| $33K | +$32K | +1,455 | New |
|
|
GEA
57
Glen Eagle Advisors
Kingston,
New Jersey
| $27.3K | +$6.61K | +300 | +33% |
|
|
PA
58
Parallel Advisors
San Francisco,
California
| $27K | – | – | – |
|
|
CWM
59
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $8K | – | – | – |
|
|
PG
60
Patten Group
Chattanooga,
Tennessee
| – | -$79K | -3,891 | Closed |
|
|
AIC
61
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$18K | -870 | Closed |
|
|
WTB
62
Washington Trust Bank
Spokane,
Washington
| – | -$10K | -510 | Closed |
|
|
IA
63
IFP Advisors
Tampa,
Florida
| – | -$9K | -435 | Closed |
|
SPYX Hedge Fund Activity: Q1 2019 in Review
59 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q1 2019, worth a combined $108M — down 4.9% from $114M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SPYX positions and 5 closed out — a net gain of 5 holders — while 26 added to existing stakes and 12 trimmed.
The largest buyer was Naman Capital, adding an estimated $192M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.35M.
- 59 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2019, up from 55 in Q4 2018.
- Funds reported $108M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2019, down 4.9% quarter-over-quarter.
- 10 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2019 and 5 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2019 was Naman Capital, an estimated $192M added.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2019 was Cambridge Investment Research Advisors, an estimated $5.35M sold.
Based on aggregated 13F filings for Q1 2019.