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

53 hedge funds and large institutions have $96M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

34% more capital invested

Capital invested by funds: $71.4M → $96M (+$24.6M)

16.45% more ownership

Funds ownership: 77.35%93.8% (+16%)

13% more funds holding

Funds holding: 4753 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
22
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$32.9M +$3.48M +150,726 +12%
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$15M +$7.35M +318,573 +100%
UBS Group
3
UBS Group
Switzerland
$11.1M +$161K +6,969 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.82M +$159K +6,906 +2%
Bank of America
5
Bank of America
North Carolina
$4.29M +$50.4K +2,187 +1%
Jane Street
6
Jane Street
New York
$3.77M +$3.69M +159,969 New
LPL Financial
7
LPL Financial
California
$2.07M +$384K +16,659 +23%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$1.31M
Wells Fargo
9
Wells Fargo
California
$1.22M +$1.14M +49,485 +2,199%
GAM
10
Gould Asset Management
California
$1.18M +$95.1K +4,125 +9%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.09M +$311K +13,497 +41%
HDIM
12
Hanson & Doremus Investment Management
Vermont
$1.02M -$14.2K -615 -1%
B
13
Bailard
California
$938K -$31.1K -1,350 -3%
TCOV
14
Trust Company of Vermont
Vermont
$918K -$62.3K -2,700 -6%
ACP
15
Ashfield Capital Partners
California
$862K +$17.3K +750 +2%
PFA
16
Pathway Financial Advisors
Vermont
$802K +$890K +38,601 New
SCM
17
Stonehearth Capital Management
Massachusetts
$747K +$47.8K +2,073 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$689K -$15.9K -690 -2%
AA
19
Alesco Advisors
New York
$684K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$676K +$117K +5,064 +21%
PMG
21
ProVise Management Group
Florida
$668K -$33.5K -1,452 -5%
BOS
22
Bingham Osborn & Scarborough
California
$585K +$50.9K +2,208 +10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$547K -$83.1K -3,603 -13%
AG
24
Advisor Group
Arizona
$545K +$39K +1,692 +8%
GAM
25
Gemmer Asset Management
California
$462K +$273K +11,841 +152%

SPYX Hedge Fund Activity: Q3 2018 in Review

53 of the 4,374 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 2018, worth a combined $96M — up 34% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SPYX positions and 3 closed out — a net gain of 6 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $7.35M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $280K sold.

  • 53 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2018, up from 47 in Q2 2018.
  • Funds reported $96M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2018, up 34% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2018 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2018 was Perella Weinberg Partners Capital Management, an estimated $7.35M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $280K sold.

Based on aggregated 13F filings for Q3 2018.