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

161 hedge funds and large institutions have $439M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

5% more funds holding

Funds holding: 153161 (+8)

16% less capital invested

Capital invested by funds: $523M → $439M (-$84.7M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23.85% less ownership

Funds ownership: 135.77%111.92% (-24%)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
18
Increased
57
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
51
Bradley Foster & Sargent
Connecticut
$1.15M -$15.1K -414 -1%
WMG
52
WESCAP Management Group
California
$1.12M -$69.6K -1,908 -6%
AIA
53
Angeles Investment Advisors
California
$1.11M +$301K +8,250 +35%
AA
54
Alesco Advisors
New York
$1.08M -$42.1K -1,155 -4%
FTUS
55
Flow Traders U.S.
New York
$1.05M +$619K +16,959 +135%
PAG
56
Private Advisor Group
New Jersey
$997K +$336K +9,222 +49%
OPW
57
Oxler Private Wealth
New York
$956K
GFS
58
GYL Financial Synergies
Connecticut
$915K
MSA
59
Marino Stram & Associates
Massachusetts
$884K +$911K +24,978 New
ST
60
Sentinel Trust
Texas
$874K -$69.6K -1,908 -7%
ECM
61
Evergreen Capital Management
Washington
$806K +$14.8K +405 +2%
CCT
62
Capital City Trust
Florida
$791K
AIP
63
Ameritas Investment Partners
Nebraska
$750K +$2.19K +60 +0.3%
Creative Planning
64
Creative Planning
Kansas
$719K +$547 +15 +0.1%
UCFA
65
United Capital Financial Advisors
Texas
$701K -$26.6K -729 -4%
AF
66
Allworth Financial
California
$689K +$710K +19,461 New
TRCT
67
Tower Research Capital (TRC)
New York
$687K +$294K +8,064 +71%
AC
68
Arjuna Capital
North Carolina
$679K +$25.7K +705 +4%
ACP
69
Ashfield Capital Partners
California
$674K -$13.7K -375 -2%
WCF
70
West Coast Financial
California
$643K
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$631K
PFM
72
Parsec Financial Management
North Carolina
$625K
CIBC World Market
73
CIBC World Market
Ontario, Canada
$570K -$71.1K -1,950 -11%
HighTower Advisors
74
HighTower Advisors
Illinois
$568K -$259K -7,110 -31%
HGWM
75
Horst & Graben Wealth Management
Oregon
$554K -$875 -24 -0.2%

SPYX Hedge Fund Activity: Q3 2021 in Review

161 of the 5,712 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 2021, worth a combined $439M — down 16% from $523M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 8 closed out — a net gain of 10 holders — while 57 added to existing stakes and 35 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $10.1M. The largest seller was Choate Investment Advisors, cutting an estimated $12.8M.

  • 161 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2021, up from 153 in Q2 2021.
  • Funds reported $439M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2021, down 16% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2021 and 8 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2021 was Bank of New York Mellon, an estimated $10.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2021 was Choate Investment Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.