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

97 hedge funds and large institutions have $208M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

44% more capital invested

Capital invested by funds: $145M → $208M (+$63.7M)

13% more funds holding

Funds holding: 8697 (+11)

1.98% more ownership

Funds ownership: 107.29%109.27% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
40
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$97.4M +$13.9M +575,901 +18%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$10.3M +$1.24M +51,501 +15%
ST
3
Spinnaker Trust
Maine
$9.78M +$9.27M +384,465 New
V
4
Veritable
Delaware
$6.34M +$4.31M +178,800 +253%
LSAG
5
Lake Street Advisors Group
New Hampshire
$6.22M +$575K +23,829 +11%
LPL Financial
6
LPL Financial
California
$6.04M +$368K +15,267 +7%
LFAS
7
Level Four Advisory Services
Texas
$4.41M +$4.18M +173,358 New
SFPM
8
Sensible Financial Planning & Management
Massachusetts
$4.33M +$1.18M +48,852 +40%
RIS
9
Retirement Income Solutions
Michigan
$3.96M +$3.04M +126,249 +432%
Bank of America
10
Bank of America
North Carolina
$3M +$460K +19,068 +19%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.81M -$114K -4,710 -4%
UBS Group
12
UBS Group
Switzerland
$2.71M +$11.6K +480 +0.5%
ACA
13
Affinity Capital Advisors
California
$2.54M +$57.9K +2,403 +2%
GAM
14
Gemmer Asset Management
California
$2.29M +$50.4K +2,091 +2%
PCIG
15
Partners Capital Investment Group
Massachusetts
$2.21M -$468K -19,422 -18%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.8M
BOS
17
Bingham Osborn & Scarborough
California
$1.76M +$1.81K +75 +0.1%
SCM
18
Stonehearth Capital Management
Massachusetts
$1.72M +$712K +29,520 +86%
IRAG
19
Investment Research & Advisory Group
Georgia
$1.7M -$1.01M -41,886 -72%
GAM
20
Gould Asset Management
California
$1.53M -$6.51K -270 -0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.46M +$60.2K +2,496 +5%
WMG
22
WESCAP Management Group
California
$1.43M -$24.5K -1,014 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.24M +$80.9K +3,354 +7%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.19M -$10.6M -439,206 -90%
HDIM
25
Hanson & Doremus Investment Management
Vermont
$1.17M +$217 +9 +0%

SPYX Hedge Fund Activity: Q2 2020 in Review

97 of the 4,877 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 2020, worth a combined $208M — up 44% from $145M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPYX positions and 5 closed out — a net gain of 11 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Choate Investment Advisors, adding an estimated $13.9M. The largest seller was Osaic Holdings, cutting an estimated $10.6M.

  • 97 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2020, up from 86 in Q1 2020.
  • Funds reported $208M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2020, up 44% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2020 and 5 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2020 was Choate Investment Advisors, an estimated $13.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2020 was Osaic Holdings, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2020.