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

77 hedge funds and large institutions have $259M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

131% more capital invested

Capital invested by funds: $112M → $259M (+$147M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19.97% more ownership

Funds ownership: 87.19%107.16% (+20%)

10% more funds holding

Funds holding: 7077 (+7)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $256M

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
12
Increased
31
Reduced
11
Closed
5
Calls
Puts
$256M
Net Calls
-$256M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cunning Capital Partners
North Carolina
$124M +$29.2M +1,160,400 New
CIA
2
Choate Investment Advisors
Massachusetts
$63.5M +$2.19M +87,123 +4%
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$14.7M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.6M +$324K +12,891 +10%
LPL Financial
5
LPL Financial
California
$3.4M +$1.96M +77,757 +150%
PCIG
6
Partners Capital Investment Group
Massachusetts
$3.3M
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$2.99M +$493K +19,581 +21%
Bank of America
8
Bank of America
North Carolina
$2.66M -$266K -10,581 -9%
SFPM
9
Sensible Financial Planning & Management
Massachusetts
$2.23M +$1.61M +64,086 +312%
GAM
10
Gemmer Asset Management
California
$1.92M +$234K +9,300 +15%
GAM
11
Gould Asset Management
California
$1.66M +$26.4K +1,050 +2%
ACP
12
Ashfield Capital Partners
California
$1.65M +$219K +8,700 +16%
UBS Group
13
UBS Group
Switzerland
$1.55M +$180K +7,134 +14%
LSAG
14
Lake Street Advisors Group
New Hampshire
$1.47M +$979K +38,898 +229%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$1.45M
Jane Street
16
Jane Street
New York
$1.41M +$837K +33,267 +164%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.36M +$713K +28,320 +122%
B
18
Bailard
California
$1.29M -$40.4K -1,605 -3%
BOS
19
Bingham Osborn & Scarborough
California
$1.21M +$507K +20,145 +78%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.21M +$69.2K +2,751 +6%
HDIM
21
Hanson & Doremus Investment Management
Vermont
$1.17M -$4.38K -174 -0.4%
SCM
22
Stonehearth Capital Management
Massachusetts
$1.16M -$242K -9,621 -18%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1.08M
PFA
24
Pathway Financial Advisors
Vermont
$936K
ACA
25
Affinity Capital Advisors
California
$931K +$891K +35,400 New

SPYX Hedge Fund Activity: Q4 2019 in Review

77 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q4 2019, worth a combined $259M — up 131% from $112M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SPYX positions and 5 closed out — a net gain of 7 holders — while 31 added to existing stakes and 11 trimmed.

The largest buyer was Choate Investment Advisors, adding an estimated $2.19M. The largest seller was IMC Chicago, exiting entirely with an estimated $1.58M sold.

  • 77 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2019, up from 70 in Q3 2019.
  • Funds reported $259M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2019, up 131% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2019 and 5 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2019 was Choate Investment Advisors, an estimated $2.19M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2019 was IMC Chicago, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2019.