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

178 hedge funds and large institutions have $840M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

42.9% more ownership

Funds ownership: 137.41%180.31% (+43%)

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

31% more capital invested

Capital invested by funds: $641M → $840M (+$199M)

3% more funds holding

Funds holding: 172178 (+6)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.52M

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
18
Increased
65
Reduced
47
Closed
10
Calls
Puts
$4.52M
Net Calls
-$4.52M
Net Calls Change
-$4.52M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
126
Tortoise Investment Management
New York
$196K -$9.31K -255 -5%
AssetMark Inc
127
AssetMark Inc
California
$193K -$4.71K -129 -2%
OA
128
Operose Advisors
Wisconsin
$186K +$183K +5,019 New
PFS
129
Prospera Financial Services
Texas
$179K +$176K +4,827 New
UB
130
UMB Bank
Missouri
$173K
4FG
131
4Thought Financial Group
New York
$159K +$1.42K +39 +0.9%
MWM
132
Mascoma Wealth Management
New Hampshire
$142K +$140K +3,840 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$139K +$16.9K +462 +14%
SWM
134
Selective Wealth Management
Virginia
$121K
ST
135
Smithfield Trust
Pennsylvania
$119K
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$114K +$219 +6 +0.2%
Citigroup
137
Citigroup
New York
$94K
WTA
138
Washington Trust Advisors
Massachusetts
$94K
BWP
139
Baldwin Wealth Partners
Massachusetts
$87K
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$83K
GWM
141
Geneos Wealth Management
Colorado
$73K
SW
142
SVB Wealth
Massachusetts
$71K
AIA
143
Arcadia Investment Advisors
Idaho
$70.4K
HI
144
Hudock Inc
Pennsylvania
$67K +$13K +357 +25%
GEA
145
Glen Eagle Advisors
New Jersey
$66.6K
TRCT
146
Tower Research Capital (TRC)
New York
$65K +$63.7K +1,746 New
PA
147
Parallel Advisors
California
$63K
CYG
148
Clean Yield Group
Vermont
$62K
US Bancorp
149
US Bancorp
Minnesota
$58K
PGAM
150
Princeton Global Asset Management
New Jersey
$56K +$10.4K +285 +23%

SPYX Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 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 2022, worth a combined $840M — up 31% from $641M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 10 closed out — a net gain of 8 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $224M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $33.8M.

  • 178 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2022, up from 172 in Q4 2021.
  • Funds reported $840M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2022, up 31% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2022 and 10 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2022 was Franklin Resources, an estimated $224M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2022.