State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
200 hedge funds and large institutions have $908M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
26% more capital invested
Capital invested by funds: $722M → $908M (+$186M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3% more funds holding
Funds holding: 194 → 200 (+6)
2.13% more ownership
Funds ownership: 49.06% → 51.19% (+2.1%)
13% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHAM
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
+$96.3M |
| 2 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
+$5.08M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.6M |
| 4 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
+$2.7M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.6M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$7.87M |
| 3 |
Rockefeller Capital Management
New York
|
-$2.85M |
| 4 |
Bank of New York Mellon
New York
|
-$2.49M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$2.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
201
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$1.16M | -29,920 | Closed |
|
202
Citadel Advisors
Miami,
Florida
| – | -$388K | -10,008 | Closed |
|
|
OMC
203
Old Mission Capital
Chicago,
Illinois
| – | -$299K | -7,700 | Closed |
|
|
GCP
204
GSA Capital Partners
London,
United Kingdom
| – | -$227K | -5,852 | Closed |
|
|
TAM
205
Townsend Asset Management
Raleigh,
North Carolina
| – | -$192K | -4,942 | Closed |
|
|
MSWM
206
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$69.4K | -1,788 | Closed |
|
|
ASN
207
Advisory Services Network
Atlanta,
Georgia
| – | -$35.6K | -918 | Closed |
|
|
RIM
208
Rockbridge Investment Management
Syracuse,
New York
| – | -$32.6K | -840 | Closed |
|
|
TRCT
209
Tower Research Capital (TRC)
New York
| – | -$3.26K | -84 | Closed |
|
SPYX Hedge Fund Activity: Q1 2024 in Review
200 of the 6,942 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 2024, worth a combined $908M — up 26% from $722M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SPYX positions and 9 closed out — a net gain of 9 holders — while 58 added to existing stakes and 67 trimmed.
The largest buyer was Windmill Hill Asset Management, adding an estimated $96.3M. The largest seller was Morgan Stanley, cutting an estimated $11.6M.
- 200 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2024, up from 194 in Q4 2023.
- Funds reported $908M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2024, up 26% quarter-over-quarter.
- 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2024 and 9 closed out, a net change of +9 holders.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2024 was Windmill Hill Asset Management, an estimated $96.3M added.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2024 was Morgan Stanley, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2024.