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State Street SPDR EURO STOXX 50 ETF

236 hedge funds and large institutions have $1.81B invested in State Street SPDR EURO STOXX 50 ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

19% more capital invested

Capital invested by funds: $1.52B → $1.81B (+$284M)

6% more funds holding

Funds holding: 222236 (+14)

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

2.6% less ownership

Funds ownership: 57.2%54.6% (-2.6%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

81% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $99M

Holders
236
Holders Change
+14
Holders Change %
+6.31%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
36
Increased
67
Reduced
74
Closed
21
Calls
$19.3M
Puts
$99M
Net Calls
-$79.8M
Net Calls Change
-$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.34M -$1.6M -32,437 -17%
GA
27
GFS Advisors
Texas
$7.85M +$86.6K +1,754 +1%
Vontobel Holding
28
Vontobel Holding
Switzerland
$7.58M +$578K +11,700 +9%
PWAC
29
Private Wealth Advisors (California)
California
$7.42M -$427K -8,649 -6%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$7.11M +$448K +9,071 +7%
GLA
31
Good Life Advisors
Pennsylvania
$6.83M +$86.1K +1,745 +1%
Optiver Holding
32
Optiver Holding
Netherlands
$6.75M -$14.8M -300,000 -70%
Brown Advisory
33
Brown Advisory
Maryland
$6.63M +$418K +8,464 +7%
AFO
34
Allie Family Office
Florida
$6.04M +$491K +9,949 +9%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$5.52M +$5.19M +105,105 New
ACM
36
Ashford Capital Management
Delaware
$5.49M +$517K +10,466 +11%
MML Investors Services
37
MML Investors Services
Massachusetts
$5.22M +$517K +10,481 +12%
RGF
38
Retirement Guys Formula
Ohio
$4.71M -$34.3K -695 -0.8%
PAG
39
Private Advisor Group
New Jersey
$4.39M +$17.4K +352 +0.4%
DWM
40
Dorchester Wealth Management
Quebec, Canada
$4.38M -$16.5K -335 -0.4%
SPC
41
Sigma Planning Corp
Michigan
$4.33M +$1.5M +30,319 +58%
Osaic Holdings
42
Osaic Holdings
Arizona
$3.87M +$15.6K +316 +0.4%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$3.79M +$1.03M +20,830 +41%
Ameriprise
44
Ameriprise
Minnesota
$3.68M -$657K -13,303 -16%
CWM
45
Concentrum Wealth Management
California
$3.67M +$196K +3,973 +6%
Citigroup
46
Citigroup
New York
$3.57M -$3.03M -61,446 -47%
DSCM
47
Del-Sette Capital Management
New York
$3.43M -$4.12M -83,424 -56%
Lazard Asset Management
48
Lazard Asset Management
New York
$3.38M -$38K -770 -1%
Corient Private Wealth
49
Corient Private Wealth
Florida
$3.34M +$304K +6,168 +11%
MIA
50
MMBG Investment Advisors
Florida
$3.26M

FEZ Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR EURO STOXX 50 ETF (FEZ) for Q1 2024, worth a combined $1.81B — up 19% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FEZ positions and 21 closed out — a net gain of 15 holders — while 67 added to existing stakes and 74 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $240M. The largest seller was Morgan Stanley, cutting an estimated $115M.

  • 236 institutional investors held State Street SPDR EURO STOXX 50 ETF (FEZ) as of Q1 2024, up from 222 in Q4 2023.
  • Funds reported $1.81B of State Street SPDR EURO STOXX 50 ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 36 funds opened new State Street SPDR EURO STOXX 50 ETF positions in Q1 2024 and 21 closed out, a net change of +15 holders.
  • The largest State Street SPDR EURO STOXX 50 ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $240M added.
  • The largest State Street SPDR EURO STOXX 50 ETF seller in Q1 2024 was Morgan Stanley, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.