State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
174 hedge funds and large institutions have $699M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 12 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 55
8% more capital invested
Capital invested by funds: $645M → $699M (+$53.9M)
0.23% less ownership
Funds ownership: 50.62% → 50.39% (-0.23%)
2% less funds holding
Funds holding: 178 → 174 (-4)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHAM
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
+$64.4M |
| 2 |
Bank of New York Mellon
New York
|
+$41.9M |
| 3 |
Morgan Stanley
New York
|
+$2.26M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.19M |
| 5 |
IMC Chicago
Chicago,
Illinois
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$70.9M |
| 2 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$17.4M |
| 3 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$7.71M |
| 4 |
CIM
Chapman Investment Management
San Anselmo,
California
|
-$6.35M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
176
Chapman Investment Management
San Anselmo,
California
| – | -$6.35M | -190,989 | Closed |
|
177
Vanguard Group
Malvern,
Pennsylvania
| – | -$3.69M | -111,111 | Closed |
|
|
EPP
178
ETF Portfolio Partners
Leawood,
Kansas
| – | -$427K | -12,839 | Closed |
|
|
APA
179
Astoria Portfolio Advisors
New York
| – | -$312K | -9,400 | Closed |
|
|
MWM
180
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$130K | -3,840 | Closed |
|
|
ASN
181
Advisory Services Network
Atlanta,
Georgia
| – | -$56.5K | -1,701 | Closed |
|
|
AAS
182
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$21.6K | -645 | Closed |
|
|
BA
183
Bristlecone Advisors
Bellevue,
Washington
| – | -$9.37K | -282 | Closed |
|
|
SIS
184
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$4.99K | -150 | Closed |
|
|
MFA
185
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$4K | -149 | Closed |
|
|
KM
186
Kalos Management
Alpharetta,
Georgia
| – | -$4.69K | -141 | Closed |
|
SPYX Hedge Fund Activity: Q2 2023 in Review
174 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q2 2023, worth a combined $699M — up 8.4% from $645M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SPYX and 9 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 68 added.
The largest buyer was Windmill Hill Asset Management, adding an estimated $64.4M. The largest seller was Franklin Resources, exiting entirely with an estimated $70.9M sold.
- 174 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2023, down from 178 in Q1 2023.
- Funds reported $699M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2023, up 8.4% quarter-over-quarter.
- 9 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2023 and 12 closed out, a net change of -3 holders.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2023 was Windmill Hill Asset Management, an estimated $64.4M added.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2023 was Franklin Resources, an estimated $70.9M sold.
Based on aggregated 13F filings for Q2 2023.