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

47 hedge funds and large institutions have $71.4M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $63.5M → $71.4M (+$7.83M)

5.16% more ownership

Funds ownership: 72.19%77.35% (+5.2%)

4% more funds holding

Funds holding: 4547 (+2)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
24
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$27.4M +$6.4M +292,920 +31%
UBS Group
2
UBS Group
Switzerland
$10.2M +$23.2K +1,062 +0.2%
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$6.98M +$884K +40,482 +15%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.21M +$374K +17,103 +6%
Bank of America
5
Bank of America
North Carolina
$3.95M +$593K +27,174 +18%
LPL Financial
6
LPL Financial
California
$1.56M +$66K +3,024 +4%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$1.22M
GAM
8
Gould Asset Management
California
$1.01M -$9.5K -435 -0.9%
HDIM
9
Hanson & Doremus Investment Management
Vermont
$967K +$35.7K +1,635 +4%
TCOV
10
Trust Company of Vermont
Vermont
$915K -$26.2K -1,200 -3%
B
11
Bailard
California
$902K
ACP
12
Ashfield Capital Partners
California
$787K +$3.28K +150 +0.4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$718K +$347K +15,894 +94%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$658K -$14.5K -663 -2%
SCM
15
Stonehearth Capital Management
Massachusetts
$651K +$23.7K +1,086 +4%
AA
16
Alesco Advisors
New York
$637K +$58K +2,655 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$589K -$15.2K -696 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$519K +$7.73K +354 +2%
BOS
19
Bingham Osborn & Scarborough
California
$497K +$103K +4,695 +26%
AG
20
Advisor Group
Arizona
$471K +$131 +6 +0%
LSAG
21
Lake Street Advisors Group
New Hampshire
$404K +$36.2K +1,659 +10%
HighTower Advisors
22
HighTower Advisors
Illinois
$383K
CIBC World Market
23
CIBC World Market
Ontario, Canada
$377K +$44.7K +2,046 +14%
AF
24
Advisornet Financial
Minnesota
$335K +$52K +2,379 +18%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$320K

SPYX Hedge Fund Activity: Q2 2018 in Review

47 of the 4,368 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 2018, worth a combined $71.4M — up 12% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPYX positions and 4 closed out — a net gain of 2 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Choate Investment Advisors, adding an estimated $6.4M. The largest seller was Jane Street, exiting entirely with an estimated $1.82M sold.

  • 47 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2018, up from 45 in Q1 2018.
  • Funds reported $71.4M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2018, up 12% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2018 and 4 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2018 was Choate Investment Advisors, an estimated $6.4M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2018 was Jane Street, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2018.