State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
77 hedge funds and large institutions have $259M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 5 closing their positions.
182% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 11
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
131% more capital invested
Capital invested by funds: $112M → $259M (+$147M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19.97% more ownership
Funds ownership: 87.19% → 107.16% (+20%)
10% more funds holding
Funds holding: 70 → 77 (+7)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $256M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$2.19M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.96M |
| 3 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
+$1.61M |
| 4 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
+$979K |
| 5 |
Jane Street
New York
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$1.58M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$362K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$266K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$263K |
| 5 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
-$242K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ADL
76
Asset Dedication LLC
San Francisco,
California
| $3K | – | – | – |
|
|
PGAM
77
Princeton Global Asset Management
Princeton,
New Jersey
| $16 | – | – | – |
|
|
78
IMC Chicago
Chicago,
Illinois
| – | -$1.58M | -65,121 | Closed |
|
|
GSWM
79
Golden State Wealth Management
Santa Ana,
California
| – | -$362K | -14,949 | Closed |
|
|
FAAS
80
First Allied Advisory Services
San Diego,
California
| – | -$20K | -843 | Closed |
|
|
CFD
81
Creative Financial Designs
Kokomo,
Indiana
| – | -$14.4K | -573 | Closed |
|
|
AIC
82
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$7K | -270 | Closed |
|
SPYX Hedge Fund Activity: Q4 2019 in Review
77 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q4 2019, worth a combined $259M — up 131% from $112M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SPYX positions and 5 closed out — a net gain of 7 holders — while 31 added to existing stakes and 11 trimmed.
The largest buyer was Choate Investment Advisors, adding an estimated $2.19M. The largest seller was IMC Chicago, exiting entirely with an estimated $1.58M sold.
- 77 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2019, up from 70 in Q3 2019.
- Funds reported $259M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2019, up 131% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2019 and 5 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2019 was Choate Investment Advisors, an estimated $2.19M added.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2019 was IMC Chicago, an estimated $1.58M sold.
Based on aggregated 13F filings for Q4 2019.