State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
180 hedge funds and large institutions have $663M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3% more funds holding
Funds holding: 174 → 180 (+6)
1.15% less ownership
Funds ownership: 50.39% → 49.25% (-1.1%)
5% less capital invested
Capital invested by funds: $699M → $663M (-$35.3M)
17% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$12.3M |
| 2 |
SH
Svenska Handelsbanken
Stockholm,
Sweden
|
+$5.71M |
| 3 |
Morgan Stanley
New York
|
+$2.48M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$2.27M |
| 5 |
EH
Equitable Holdings
New York
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$13M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.93M |
| 3 |
Cerity Partners
New York
|
-$2.25M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.18M |
| 5 |
IMC Chicago
Chicago,
Illinois
|
-$975K |
SPYX Hedge Fund Activity: Q3 2023 in Review
180 of the 6,301 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 2023, worth a combined $663M — down 5.1% from $699M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SPYX positions and 11 closed out — a net gain of 7 holders — while 53 added to existing stakes and 64 trimmed.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $12.3M. The largest seller was Choate Investment Advisors, cutting an estimated $13M.
- 180 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2023, up from 174 in Q2 2023.
- Funds reported $663M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2023, down 5.1% quarter-over-quarter.
- 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2023 and 11 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $12.3M added.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2023 was Choate Investment Advisors, an estimated $13M sold.
Based on aggregated 13F filings for Q3 2023.