We are live on ! Find out more
SPYX icon

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

45 hedge funds and large institutions have $63.5M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

41% more capital invested

Capital invested by funds: $45.1M → $63.5M (+$18.5M)

13% more funds holding

Funds holding: 4045 (+5)

4.91% more ownership

Funds ownership: 67.28%72.19% (+4.9%)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$20.5M +$16.2M +732,621 +328%
UBS Group
2
UBS Group
Switzerland
$9.94M -$157K -7,068 -2%
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$5.97M -$109K -4,929 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.71M +$92K +4,155 +2%
Bank of America
5
Bank of America
North Carolina
$3.28M +$434K +19,620 +15%
Jane Street
6
Jane Street
New York
$1.82M +$1.88M +85,041 New
LPL Financial
7
LPL Financial
California
$1.46M +$281K +12,702 +23%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$1.19M
GAM
9
Gould Asset Management
California
$999K -$167K -7,560 -14%
TCOV
10
Trust Company of Vermont
Vermont
$921K
HDIM
11
Hanson & Doremus Investment Management
Vermont
$911K +$23.9K +1,080 +3%
B
12
Bailard
California
$884K -$620K -27,990 -40%
ACP
13
Ashfield Capital Partners
California
$766K +$9.96K +450 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$658K +$17.1K +771 +3%
PMG
15
ProVise Management Group
Florida
$642K +$4.98K +225 +0.8%
SCM
16
Stonehearth Capital Management
Massachusetts
$614K +$88.2K +3,981 +16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$591K +$126K +5,688 +26%
AA
18
Alesco Advisors
New York
$567K +$6.64K +300 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$500K -$12.6K -570 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$482K +$226K +10,206 +83%
FAAS
21
First Allied Advisory Services
California
$466K -$2.33K -105 -0.5%
AG
22
Advisor Group
Arizona
$462K +$16.7K +753 +4%
BOS
23
Bingham Osborn & Scarborough
California
$385K +$53.3K +2,409 +15%
HighTower Advisors
24
HighTower Advisors
Illinois
$375K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$363K +$107K +4,824 +40%

SPYX Hedge Fund Activity: Q1 2018 in Review

45 of the 4,363 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 2018, worth a combined $63.5M — up 41% from $45.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPYX positions and 1 closed out — a net gain of 5 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Choate Investment Advisors, adding an estimated $16.2M. The largest seller was Bailard, cutting an estimated $620K.

  • 45 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2018, up from 40 in Q4 2017.
  • Funds reported $63.5M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2018, up 41% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2018 and 1 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2018 was Choate Investment Advisors, an estimated $16.2M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2018 was Bailard, an estimated $620K sold.

Based on aggregated 13F filings for Q1 2018.