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

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: 12 (+1)

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

13% more funds holding

Funds holding: 6270 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
51
Tortoise Investment Management
New York
$167K +$25.6K +1,065 +18%
Wells Fargo
52
Wells Fargo
California
$137K +$82.5K +3,426 +152%
AG
53
Advisor Group
Arizona
$125K -$26.1K -1,083 -17%
PA
54
Parallel Advisors
California
$85K +$55.5K +2,307 +192%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$71K -$457K -18,996 -87%
PCFFS
56
Pacific Center for Financial Services
California
$59K +$289 +12 +0.5%
US Bancorp
57
US Bancorp
Minnesota
$38K -$7.22K -300 -16%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.8K
GEA
59
Glen Eagle Advisors
New Jersey
$36.3K +$7.22K +300 +25%
CFGS
60
Concourse Financial Group Securities
Alabama
$35K
AIA
61
Arcadia Investment Advisors
Idaho
$33.8K +$33.6K +1,395 New
BWP
62
Baldwin Wealth Partners
Massachusetts
$24K +$20.9K +870 +725%
FAAS
63
First Allied Advisory Services
California
$20K +$20.3K +843 New
PGAM
64
Princeton Global Asset Management
New Jersey
$15K
CFD
65
Creative Financial Designs
Indiana
$13K +$13.8K +573 New
CWM
66
Cranbrook Wealth Management
Michigan
$9K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$7K
AIC
68
Ameritas Investment Company
Nebraska
$7K +$6.5K +270 New
FHA
69
Flagship Harbor Advisors
Massachusetts
$7K +$7.44K +309 New
ADL
70
Asset Dedication LLC
California
$2K +$2.46K +102 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$358K -15,006 Closed
BBHC
72
Brown Brothers Harriman & Co
New York
-$227K -9,522 Closed
AOWM
73
Alpha Omega Wealth Management
Virginia
-$118K -4,950 Closed

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.