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

119 hedge funds and large institutions have $273M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,236% more call options, than puts

Call options by funds: $5.02M | Put options by funds: $215K

1,100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 2

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

31% more capital invested

Capital invested by funds: $208M → $273M (+$64.2M)

23% more funds holding

Funds holding: 97119 (+22)

8.03% more ownership

Funds ownership: 109.27%117.31% (+8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
119
Holders Change
+22
Holders Change %
+22.68%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
47
Reduced
24
Closed
2
Calls
$5.02M
Puts
$215K
Net Calls
+$4.81M
Net Calls Change
+$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$110M +$3.66M +133,680 +3%
LPL Financial
2
LPL Financial
California
$12.4M +$5.68M +207,423 +87%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$11.5M +$209K +7,626 +2%
ST
4
Spinnaker Trust
Maine
$11.2M +$439K +16,020 +4%
TI
5
Tidal Investments
Wisconsin
$10.4M +$1.02M +37,200 New
MIAN
6
Mariner Independent Advisor Network
Kansas
$10.3M +$10.1M +368,181 New
V
7
Veritable
Delaware
$7.84M +$879K +32,100 +13%
SFPM
8
Sensible Financial Planning & Management
Massachusetts
$6.85M +$2.07M +75,603 +44%
LSAG
9
Lake Street Advisors Group
New Hampshire
$6.65M -$163K -5,955 -2%
LFAS
10
Level Four Advisory Services
Texas
$5.01M +$180K +6,585 +4%
RIS
11
Retirement Income Solutions
Michigan
$4.64M +$303K +11,070 +7%
ACA
12
Affinity Capital Advisors
California
$3.41M +$620K +22,614 +23%
Bank of America
13
Bank of America
North Carolina
$3.32M +$41.4K +1,512 +1%
GAM
14
Gemmer Asset Management
California
$2.98M +$456K +16,656 +18%
UBS Group
15
UBS Group
Switzerland
$2.93M -$42.7K -1,557 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.9M -$178K -6,486 -6%
PCIG
17
Partners Capital Investment Group
Massachusetts
$2.62M +$195K +7,110 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.25M +$928K +33,861 +72%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.97M -$82 -3 -0%
BOS
20
Bingham Osborn & Scarborough
California
$1.94M +$10.6K +387 +0.6%
SCM
21
Stonehearth Capital Management
Massachusetts
$1.88M +$106K +3,876 +6%
IRAG
22
Investment Research & Advisory Group
Georgia
$1.75M -$25.4K -927 -6%
GAM
23
Gould Asset Management
California
$1.7M +$21K +765 +1%
SEI Investments
24
SEI Investments
Pennsylvania
$1.67M +$755K +27,576 +85%
IFWM
25
Institute for Wealth Management
Colorado
$1.56M +$918K +33,525 +148%

SPYX Hedge Fund Activity: Q3 2020 in Review

119 of the 4,956 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 2020, worth a combined $273M — up 31% from $208M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPYX positions and 2 closed out — a net gain of 22 holders — while 47 added to existing stakes and 24 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $10.1M. The largest seller was Susquehanna International Group, cutting an estimated $738K.

  • 119 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2020, up from 97 in Q2 2020.
  • Funds reported $273M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2020, up 31% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2020 and 2 closed out, a net change of +22 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2020 was Mariner Independent Advisor Network, an estimated $10.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2020 was Susquehanna International Group, an estimated $738K sold.

Based on aggregated 13F filings for Q3 2020.