State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
194 hedge funds and large institutions have $722M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 11 closing their positions.
164% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 11
37% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 51
9% more capital invested
Capital invested by funds: $663M → $722M (+$58.6M)
8% more funds holding
Funds holding: 180 → 194 (+14)
0.18% less ownership
Funds ownership: 49.25% → 49.06% (-0.18%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.7M |
| 2 |
Rockefeller Capital Management
New York
|
+$10.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.04M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$6.29M |
| 5 |
Goldman Sachs
New York
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHAM
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
-$46.3M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$4.91M |
| 3 |
Bank of New York Mellon
New York
|
-$4.3M |
| 4 |
EH
Equitable Holdings
New York
|
-$1.91M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.51M |
SPYX Hedge Fund Activity: Q4 2023 in Review
194 of the 6,859 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 2023, worth a combined $722M — up 8.8% from $663M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SPYX positions and 11 closed out — a net gain of 18 holders — while 70 added to existing stakes and 51 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.7M. The largest seller was Windmill Hill Asset Management, cutting an estimated $46.3M.
- 194 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2023, up from 180 in Q3 2023.
- Funds reported $722M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2023, up 8.8% quarter-over-quarter.
- 29 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2023 and 11 closed out, a net change of +18 holders.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2023 was Morgan Stanley, an estimated $11.7M added.
- The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2023 was Windmill Hill Asset Management, an estimated $46.3M sold.
Based on aggregated 13F filings for Q4 2023.