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

62 hedge funds and large institutions have $123M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $108M → $123M (+$15M)

5% more funds holding

Funds holding: 5962 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

178.11% less ownership

Funds ownership: 281.19%103.08% (-178%)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$53.6M +$979K +41,880 +2%
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$26.2M +$9.06M +387,357 +49%
Jane Street
3
Jane Street
New York
$3.74M +$2.21M +94,503 +151%
PCIG
4
Partners Capital Investment Group
Massachusetts
$2.99M
Bank of America
5
Bank of America
North Carolina
$2.7M +$13K +555 +0.5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.58M +$662K +28,335 +35%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$2.09M +$75K +3,210 +4%
B
8
Bailard
California
$1.6M +$689K +29,490 +78%
GAM
9
Gould Asset Management
California
$1.49M +$39.6K +1,695 +3%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$1.34M
Citadel Advisors
11
Citadel Advisors
Florida
$1.34M -$315K -13,494 -19%
GAM
12
Gemmer Asset Management
California
$1.27M +$290K +12,399 +30%
ACP
13
Ashfield Capital Partners
California
$1.24M -$992K -42,450 Closed
UBS Group
14
UBS Group
Switzerland
$1.22M -$296K -12,648 -20%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.08M
HDIM
16
Hanson & Doremus Investment Management
Vermont
$1.06M +$70 +3 +0%
LPL Financial
17
LPL Financial
California
$1M -$391K -16,740 -28%
SCM
18
Stonehearth Capital Management
Massachusetts
$997K +$18.7K +801 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$965K -$126K -5,376 -12%
PFA
20
Pathway Financial Advisors
Vermont
$824K
SEI Investments
21
SEI Investments
Pennsylvania
$807K +$299K +12,795 +61%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$769K +$52.3K +2,235 +7%
TCOV
23
Trust Company of Vermont
Vermont
$749K
PMG
24
ProVise Management Group
Florida
$690K +$9.82K +420 +1%
AA
25
Alesco Advisors
New York
$686K -$10.5K -450 -2%

SPYX Hedge Fund Activity: Q2 2019 in Review

62 of the 4,604 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 2019, worth a combined $123M — up 14% from $108M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPYX positions and 4 closed out — a net gain of 3 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $9.06M. The largest seller was Naman Capital, exiting entirely with an estimated $3.24M sold.

  • 62 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2019, up from 59 in Q1 2019.
  • Funds reported $123M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2019 and 4 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2019 was Perella Weinberg Partners Capital Management, an estimated $9.06M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2019 was Naman Capital, an estimated $3.24M sold.

Based on aggregated 13F filings for Q2 2019.