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

97 hedge funds and large institutions have $208M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

44% more capital invested

Capital invested by funds: $145M → $208M (+$63.7M)

13% more funds holding

Funds holding: 8697 (+11)

1.98% more ownership

Funds ownership: 107.29%109.27% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
40
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$500K -$23.7K -981 -5%
UCFA
52
United Capital Financial Advisors
Texas
$442K +$21.6K +894 +5%
Morgan Stanley
53
Morgan Stanley
New York
$422K +$127K +5,268 +47%
AIP
54
Ameritas Investment Partners
Nebraska
$416K +$30.6K +1,269 +8%
PFM
55
Parsec Financial Management
North Carolina
$412K
WCF
56
West Coast Financial
California
$391K -$61.9K -2,565 -14%
HCP
57
Holt Capital Partners
Texas
$380K -$16.3K -675 -4%
MWM
58
Modera Wealth Management
New Jersey
$363K +$344K +14,274 New
BA
59
Bristlecone Advisors
Washington
$361K +$342K +14,190 New
AWM
60
Avior Wealth Management
Nebraska
$324K
LIM
61
Loudon Investment Management
New Hampshire
$309K
GSWM
62
Golden State Wealth Management
California
$302K +$286K +11,880 New
CIBC World Market
63
CIBC World Market
Ontario, Canada
$292K
FT
64
Fiduciary Trust
Massachusetts
$291K +$19.2K +795 +7%
FDCC
65
Foster Dykema Cabot & Co
Massachusetts
$288K
Goldman Sachs
66
Goldman Sachs
New York
$288K
TIM
67
Tortoise Investment Management
New York
$279K +$50.6K +2,100 +24%
AF
68
Advisornet Financial
Minnesota
$263K -$29.3K -1,215 -11%
EVC
69
Eidelman Virant Capital
Missouri
$245K +$57.4K +2,379 New
BFA
70
Bragg Financial Advisors
North Carolina
$231K +$219K +9,066 New
EFSCE
71
Enterprise Financial Services Corp (EFSC)
Missouri
$219K
CT
72
Coastline Trust
Rhode Island
$216K +$204K +8,475 New
SWM
73
Selective Wealth Management
Virginia
$204K +$91.2K +3,780 +89%
CAN
74
Cetera Advisor Networks
California
$201K +$191K +7,905 New
IF
75
Ironwood Financial
Arizona
$182K +$12.1K +501 +8%

SPYX Hedge Fund Activity: Q2 2020 in Review

97 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q2 2020, worth a combined $208M — up 44% from $145M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPYX positions and 5 closed out — a net gain of 11 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Choate Investment Advisors, adding an estimated $13.9M. The largest seller was Osaic Holdings, cutting an estimated $10.6M.

  • 97 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2020, up from 86 in Q1 2020.
  • Funds reported $208M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2020, up 44% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2020 and 5 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2020 was Choate Investment Advisors, an estimated $13.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2020 was Osaic Holdings, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2020.