State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
141 hedge funds and large institutions have $493M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 11 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 25
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
10% more capital invested
Capital invested by funds: $446M → $493M (+$46.7M)
6% more funds holding
Funds holding: 133 → 141 (+8)
6.03% less ownership
Funds ownership: 149.04% → 143% (-6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$16.3M |
| 2 |
WHAM
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
+$13.2M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$1.55M |
| 4 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
+$1.36M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$7.54M |
| 2 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$3.97M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$3.57M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.68M |
| 5 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
-$1.31M |
SPYX Hedge Fund Activity: Q1 2021 in Review
141 of the 5,695 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 2021, worth a combined $493M — up 10% from $446M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SPYX positions and 11 closed out — a net gain of 9 holders — while 60 added to existing stakes and 25 trimmed.
The largest buyer was Betterment LLC, adding an estimated $16.3M. The largest seller was Level Four Advisory Services, cutting an estimated $7.54M.
- 141 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2021, up from 133 in Q4 2020.
- Funds reported $493M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2021, up 10% quarter-over-quarter.
- 20 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2021 and 11 closed out, a net change of +9 holders.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2021 was Betterment LLC, an estimated $16.3M added.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2021 was Level Four Advisory Services, an estimated $7.54M sold.
Based on aggregated 13F filings for Q1 2021.