State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
166 hedge funds and large institutions have $574M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 20 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 41
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.55% less ownership
Funds ownership: 157.99% → 155.45% (-2.5%)
8% less capital invested
Capital invested by funds: $622M → $574M (-$47.7M)
8% less funds holding
Funds holding: 181 → 166 (-15)
75% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$4.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.72M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.19M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.05M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$848K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHAM
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
-$14.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.93M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.5M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$2.26M |
| 5 |
V
Veritable
Wilmington,
Delaware
|
-$1.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
176
Prospera Financial Services
Dallas,
Texas
| – | -$149K | -4,839 | Closed |
|
177
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$94K | -3,057 | Closed |
|
|
AR
178
Apeiron RIA
Dallas,
Texas
| – | -$362 | -1,176 | Closed |
|
|
RIM
179
Rockbridge Investment Management
Syracuse,
New York
| – | -$25.8K | -840 | Closed |
|
|
MAM
180
Meeder Asset Management
Dublin,
Ohio
| – | -$16K | -516 | Closed |
|
|
BMD
181
Better Money Decisions
Santa Fe,
New Mexico
| – | -$12K | -387 | Closed |
|
|
VVP
182
Venture Visionary Partners
Sylvania,
Ohio
| – | -$2.31K | -75 | Closed |
|
|
AIA
183
Armor Investment Advisors
Raleigh,
North Carolina
| – | -$2K | -60 | Closed |
|
|
PFGIA
184
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$2K | -60 | Closed |
|
185
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -36 | Closed |
|
SPYX Hedge Fund Activity: Q3 2022 in Review
166 of the 5,805 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 2022, worth a combined $574M — down 7.7% from $622M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of SPYX and 5 opened new positions — a net loss of 15 holders — while 41 trimmed existing stakes and 65 added.
The largest buyer was Partners Capital Investment Group, adding an estimated $4.9M. The largest seller was Windmill Hill Asset Management, cutting an estimated $14.7M.
- 166 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2022, down from 181 in Q2 2022.
- Funds reported $574M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2022, down 7.7% quarter-over-quarter.
- 5 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2022 and 20 closed out, a net change of -15 holders.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2022 was Partners Capital Investment Group, an estimated $4.9M added.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2022 was Windmill Hill Asset Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q3 2022.