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

178 hedge funds and large institutions have $840M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

42.9% more ownership

Funds ownership: 137.41%180.31% (+43%)

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

31% more capital invested

Capital invested by funds: $641M → $840M (+$199M)

3% more funds holding

Funds holding: 172178 (+6)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.52M

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
18
Increased
65
Reduced
47
Closed
10
Calls
Puts
$4.52M
Net Calls
-$4.52M
Net Calls Change
-$4.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$227M +$224M +6,133,275 New
CIA
2
Choate Investment Advisors
Massachusetts
$105M +$202K +5,541 +0.2%
Betterment LLC
3
Betterment LLC
New York
$75.3M +$1.73M +47,430 +2%
WHAM
4
Windmill Hill Asset Management
United Kingdom
$65.1M -$8.82M -241,650 -12%
LPL Financial
5
LPL Financial
California
$35.8M +$13M +357,255 +59%
AIA
6
Angeles Investment Advisors
California
$31.4M +$29.8M +816,750 +2,593%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$22.7M +$9.31K +255 +0%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$18.6M -$257K -7,041 -1%
V
9
Veritable
Delaware
$14M +$3.65M +99,834 +36%
MIAN
10
Mariner Independent Advisor Network
Kansas
$13.3M +$4.64M +127,173 +55%
LSAG
11
Lake Street Advisors Group
New Hampshire
$13.1M +$2.08M +57,009 +19%
SFPM
12
Sensible Financial Planning & Management
Massachusetts
$12.6M +$351K +9,612 +3%
RIS
13
Retirement Income Solutions
Michigan
$12.5M +$1.28M +34,926 +12%
ST
14
Spinnaker Trust
Maine
$10.8M -$48.9K -1,338 -0.5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.07M +$2.11M +57,771 +31%
Truist Financial
16
Truist Financial
North Carolina
$8.34M +$1.99M +54,510 +32%
SEI Investments
17
SEI Investments
Pennsylvania
$8.2M -$131K -3,588 -2%
RG
18
Rathbones Group
United Kingdom
$8.12M
PS
19
Portfolio Strategies
New York
$6.71M +$7.12K +195 +0.1%
UBS Group
20
UBS Group
Switzerland
$5.79M +$265K +7,257 +5%
GAM
21
Gemmer Asset Management
California
$5.36M +$768K +21,039 +17%
PCIG
22
Partners Capital Investment Group
Massachusetts
$4.99M +$4.18M +114,582 +563%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.79M +$1.28M +35,124 +37%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$4.55M +$103K +2,820 +2%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$4.2M +$229K +6,285 +6%

SPYX Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 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 2022, worth a combined $840M — up 31% from $641M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 10 closed out — a net gain of 8 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $224M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $33.8M.

  • 178 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2022, up from 172 in Q4 2021.
  • Funds reported $840M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2022, up 31% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2022 and 10 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2022 was Franklin Resources, an estimated $224M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2022.