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State Street SPDR EURO STOXX 50 ETF

222 hedge funds and large institutions have $1.52B invested in State Street SPDR EURO STOXX 50 ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

8% more capital invested

Capital invested by funds: $1.41B → $1.52B (+$119M)

4% more funds holding

Funds holding: 213222 (+9)

6% less call options, than puts

Call options by funds: $101M | Put options by funds: $107M

2.49% less ownership

Funds ownership: 59.69%57.2% (-2.5%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

35% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 80

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.24%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
43
Increased
52
Reduced
80
Closed
31
Calls
$101M
Puts
$107M
Net Calls
-$6.12M
Net Calls Change
+$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$7.84M +$228K +5,171 +3%
HIIFS
27
Harel Insurance Investments & Financial Services
Israel
$7.83M -$839 -19 -0%
PWAC
28
Private Wealth Advisors (California)
California
$7.17M -$193K -4,373 -3%
DSCM
29
Del-Sette Capital Management
New York
$7.11M +$197K +4,459 +3%
GA
30
GFS Advisors
Texas
$7.06M
BS
31
Banco Santander
Spain
$6.71M -$1.28M -28,888 -17%
Vontobel Holding
32
Vontobel Holding
Switzerland
$6.34M -$418K -9,464 -7%
Citigroup
33
Citigroup
New York
$6.19M -$9.83M -222,651 -63%
GLA
34
Good Life Advisors
Pennsylvania
$6.13M +$15.1K +343 +0.3%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$6.03M -$123K -2,786 -2%
Brown Advisory
36
Brown Advisory
Maryland
$5.62M -$84.9K -1,923 -2%
AFO
37
Allie Family Office
Florida
$5.02M +$258K +5,850 +6%
GWM
38
Geneos Wealth Management
Colorado
$4.75M +$50.4K +1,142 +1%
ACM
39
Ashford Capital Management
Delaware
$4.49M -$11.3K -255 -0.3%
RGF
40
Retirement Guys Formula
Ohio
$4.32M +$3.99M +90,331 New
MML Investors Services
41
MML Investors Services
Massachusetts
$4.25M +$280K +6,345 +8%
DWM
42
Dorchester Wealth Management
Quebec, Canada
$4.01M -$128K -2,905 -3%
Ameriprise
43
Ameriprise
Minnesota
$3.99M -$1.04M -23,507 -22%
PAG
44
Private Advisor Group
New Jersey
$3.98M -$1.41M -31,864 -28%
Osaic Holdings
45
Osaic Holdings
Arizona
$3.51M -$2.18M -49,322 -40%
State Street
46
State Street
Massachusetts
$3.33M -$44.1K -1,000 -1%
Barclays
47
Barclays
United Kingdom
$3.31M +$544K +12,325 +22%
CWM
48
Concentrum Wealth Management
California
$3.15M -$172K -3,886 -6%
Lazard Asset Management
49
Lazard Asset Management
New York
$3.11M +$2.87M +65,081 New
MIA
50
MMBG Investment Advisors
Florida
$2.97M -$22.3K -505 -0.8%

FEZ Hedge Fund Activity: Q4 2023 in Review

222 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR EURO STOXX 50 ETF (FEZ) for Q4 2023, worth a combined $1.52B — up 8.4% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FEZ positions and 31 closed out — a net gain of 12 holders — while 52 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $249M. The largest seller was Jane Street, cutting an estimated $260M.

  • 222 institutional investors held State Street SPDR EURO STOXX 50 ETF (FEZ) as of Q4 2023, up from 213 in Q3 2023.
  • Funds reported $1.52B of State Street SPDR EURO STOXX 50 ETF stock for Q4 2023, up 8.4% quarter-over-quarter.
  • 43 funds opened new State Street SPDR EURO STOXX 50 ETF positions in Q4 2023 and 31 closed out, a net change of +12 holders.
  • The largest State Street SPDR EURO STOXX 50 ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $249M added.
  • The largest State Street SPDR EURO STOXX 50 ETF seller in Q4 2023 was Jane Street, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2023.