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

59 hedge funds and large institutions have $108M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

179.83% more ownership

Funds ownership: 101.36%281.19% (+180%)

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

7% more funds holding

Funds holding: 5559 (+4)

5% less capital invested

Capital invested by funds: $114M → $108M (-$5.54M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
26
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$50.2M +$3.73M +169,608 +8%
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$16.7M -$53K -2,409 -0.3%
NC
3
Naman Capital
Brazil
$3.24M +$192M +8,700,000 +2,900%
PCIG
4
Partners Capital Investment Group
Massachusetts
$2.85M +$2.16M +98,220 +360%
Bank of America
5
Bank of America
North Carolina
$2.56M -$72K -3,270 -3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.92M +$349K +15,861 +23%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.82M +$961K +43,662 +120%
Citadel Advisors
8
Citadel Advisors
Florida
$1.58M +$1.53M +69,636 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.57M -$884K -40,140 -37%
UBS Group
10
UBS Group
Switzerland
$1.45M +$186K +8,445 +15%
Jane Street
11
Jane Street
New York
$1.42M +$1.37M +62,409 New
GAM
12
Gould Asset Management
California
$1.38M +$160K +7,290 +14%
LPL Financial
13
LPL Financial
California
$1.34M -$711K -32,295 -35%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$1.28M +$19.8K +900 +2%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$637K +28,944 +1,720%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.04M -$5.35M -242,829 -84%
HDIM
17
Hanson & Doremus Investment Management
Vermont
$1.02M +$66 +3 +0%
ACP
18
Ashfield Capital Partners
California
$966K +$129K +5,850 +16%
SCM
19
Stonehearth Capital Management
Massachusetts
$933K +$213K +9,657 +31%
GAM
20
Gemmer Asset Management
California
$933K +$279K +12,663 +45%
B
21
Bailard
California
$859K +$220K +10,005 +36%
PFA
22
Pathway Financial Advisors
Vermont
$786K -$89.2K -4,050 -10%
TCOV
23
Trust Company of Vermont
Vermont
$715K -$167K -7,575 -19%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$683K +$12.5K +567 +2%
AA
25
Alesco Advisors
New York
$664K

SPYX Hedge Fund Activity: Q1 2019 in Review

59 of the 4,620 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 2019, worth a combined $108M — down 4.9% from $114M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPYX positions and 5 closed out — a net gain of 5 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Naman Capital, adding an estimated $192M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.35M.

  • 59 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2019, up from 55 in Q4 2018.
  • Funds reported $108M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2019, down 4.9% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2019 and 5 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2019 was Naman Capital, an estimated $192M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2019 was Cambridge Investment Research Advisors, an estimated $5.35M sold.

Based on aggregated 13F filings for Q1 2019.