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

35 hedge funds and large institutions have $30M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

35% more funds holding

Funds holding: 26 → 35 (+9)

0.61% more ownership

Funds ownership: 62.25% → 62.86% (+0.61%)

5% less capital invested

Capital invested by funds: $31.7M → $30M (-$1.73M)

Holders
35
Holders Change
+9
Holders Change %
+34.62%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.05M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$1.5M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.11M
4
HDIM
Hanson & Doremus Investment Management
Vermont
+$802K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$696K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$8.53M
2
Bank of America
Bank of America
North Carolina
-$703K
3
Stifel Financial
Stifel Financial
Missouri
-$259K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$47.7K
5
PG
Patten Group
Tennessee
-$1.98K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.09M -$8.53M -427,086 -49%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.14M +$5.05M +252,915 New
Bank of America
3
Bank of America
North Carolina
$3.13M -$703K -35,169 -19%
B
4
Bailard
California
$1.27M – – –
JMPWA
5
JP Morgan Private Wealth Advisors
California
$1.13M +$1.11M +55,500 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.01M +$696K +34,815 +231%
HDIM
7
Hanson & Doremus Investment Management
Vermont
$815K +$802K +40,140 New
GAM
8
Gould Asset Management
California
$807K +$36K +1,800 +5%
LPL Financial
9
LPL Financial
California
$773K +$101K +5,046 +15%
ACP
10
Ashfield Capital Partners
California
$716K +$468K +23,400 +197%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$619K -$47.7K -2,388 -7%
PMG
12
ProVise Management Group
Florida
$601K +$1.5K +75 +0.3%
AA
13
Alesco Advisors
New York
$538K +$530K +26,505 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$498K +$245K +12,285 +100%
Jane Street
15
Jane Street
New York
$457K +$224K +11,229 +100%
FAAS
16
First Allied Advisory Services
California
$448K +$440K +22,029 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$432K +$6.05K +303 +1%
SCM
18
Stonehearth Capital Management
Massachusetts
$412K +$189K +9,480 +88%
HighTower Advisors
19
HighTower Advisors
Illinois
$355K +$24K +1,200 +7%
VF
20
Virtu Financial
New York
$353K +$347K +17,361 New
BOS
21
Bingham Osborn & Scarborough
California
$314K +$1.26K +63 +0.4%
AP
22
Appleton Partners
Massachusetts
$313K +$308K +15,420 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$230K – – –
AG
24
Advisor Group
Arizona
$148K +$125K +6,279 +640%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$142K +$97.5K +4,878 +227%
1
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SPYX Hedge Fund Activity: Q3 2017 in Review

35 of the 4,011 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 2017, worth a combined $30M — down 5.4% from $31.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPYX positions and 1 closed out — a net gain of 9 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $5.05M. The largest seller was UBS Group, cutting an estimated $8.53M.

  • 35 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2017, up from 26 in Q2 2017.
  • Funds reported $30M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2017, down 5.4% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2017 and 1 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2017 was Cambridge Investment Research Advisors, an estimated $5.05M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2017 was UBS Group, an estimated $8.53M sold.

Based on aggregated 13F filings for Q3 2017.