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

86 hedge funds and large institutions have $145M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

12% more funds holding

Funds holding: 7786 (+9)

0.13% more ownership

Funds ownership: 107.16%107.29% (+0.13%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

44% less capital invested

Capital invested by funds: $259M → $145M (-$115M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $256M

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
35
Reduced
18
Closed
6
Calls
Puts
$256M
Net Calls
-$256M
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$316K -$75.1K -2,997 -17%
AWM
52
Avior Wealth Management
Nebraska
$271K +$320K +12,753 New
LIM
53
Loudon Investment Management
New Hampshire
$259K +$305K +12,165 New
GFS
54
GYL Financial Synergies
Connecticut
$248K +$92.1K +3,675 +46%
AF
55
Advisornet Financial
Minnesota
$246K
CIBC World Market
56
CIBC World Market
Ontario, Canada
$245K -$352K -14,064 -55%
Goldman Sachs
57
Goldman Sachs
New York
$241K -$9.02K -360 -3%
FDCC
58
Foster Dykema Cabot & Co
Massachusetts
$241K
Morgan Stanley
59
Morgan Stanley
New York
$241K +$32.2K +1,284 +13%
FT
60
Fiduciary Trust
Massachusetts
$227K +$267K +10,656 New
TIM
61
Tortoise Investment Management
New York
$189K +$18.4K +735 +9%
EFSCE
62
Enterprise Financial Services Corp (EFSC)
Missouri
$183K
IF
63
Ironwood Financial
Arizona
$142K -$112K -4,470 -40%
PCFFS
64
Pacific Center for Financial Services
California
$117K +$301 +12 +0.2%
FHA
65
Flagship Harbor Advisors
Massachusetts
$114K +$75 +3 +0.1%
PA
66
Parallel Advisors
California
$95K +$376 +15 +0.3%
SWM
67
Selective Wealth Management
Virginia
$91K +$107K +4,254 New
PG
68
Proffitt & Goodson
Tennessee
$90K +$3.46K +138 +3%
ST
69
Smithfield Trust
Pennsylvania
$56K +$65.8K +2,628 New
Citigroup
70
Citigroup
New York
$54K
AIA
71
Arcadia Investment Advisors
Idaho
$42.4K +$13.6K +543 +37%
HI
72
Hudock Inc
Pennsylvania
$42K -$3.76K -150 -7%
US Bancorp
73
US Bancorp
Minnesota
$34K
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.2K
GEA
75
Glen Eagle Advisors
New Jersey
$31.9K

SPYX Hedge Fund Activity: Q1 2020 in Review

86 of the 4,538 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 2020, worth a combined $145M — down 44% from $259M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SPYX positions and 6 closed out — a net gain of 11 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Choate Investment Advisors, adding an estimated $21M. The largest seller was Cunning Capital Partners, exiting entirely with an estimated $124M sold.

  • 86 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2020, up from 77 in Q4 2019.
  • Funds reported $145M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2020, down 44% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2020 and 6 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2020 was Choate Investment Advisors, an estimated $21M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2020 was Cunning Capital Partners, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2020.