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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
LFASL
51
Lugano Financial Advisors SA (LFA)
Switzerland
$3.23M -$17.4K -352 -0.6%
State Street
52
State Street
Massachusetts
$3.19M -$440K -8,910 -13%
WC
53
Wexford Capital
Florida
$3.1M +$2.92M +59,067 New
VAM
54
Vontobel Asset Management
New York
$3.09M +$503K +10,200 +21%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$3.09M +$835K +16,916 +40%
Barclays
56
Barclays
United Kingdom
$3.02M -$583K -11,805 -17%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$2.96M -$55.6K -1,126 -2%
Bank of Nova Scotia
58
Bank of Nova Scotia
Ontario, Canada
$2.84M +$839K +16,995 +46%
PCMM
59
Piedmont Capital Management (Montana)
Montana
$2.76M +$72.3K +1,465 +3%
CWM
60
Circle Wealth Management
New Jersey
$2.69M +$750K +15,189 +42%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$2.52M +$186K +3,761 +9%
RWM
62
Ritholtz Wealth Management
New York
$2.44M -$250K -5,056 -10%
Kayne Anderson Rudnick Investment Management
63
Kayne Anderson Rudnick Investment Management
California
$2.32M +$851K +17,246 +64%
Stifel Financial
64
Stifel Financial
Missouri
$2.27M +$71.8K +1,455 +3%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$2.16M +$2.03M +41,039 New
PFS
66
Prospera Financial Services
Texas
$2.11M +$302K +6,127 +18%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$1.75M +$160K +3,232 +11%
MFA
68
Millington Financial Advisors
Illinois
$1.72M +$84.3K +1,707 +6%
RPGK
69
Retirement Planning Group (Kansas)
Kansas
$1.68M
KAS
70
Kestra Advisory Services
Texas
$1.68M +$297K +6,018 +23%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$1.67M -$209K -4,241 -12%
ULWM
72
Upper Left Wealth Management
Florida
$1.67M -$392K -7,936 -20%
BMCM
73
Black Maple Capital Management
Wisconsin
$1.67M
CS
74
Credit Suisse
Switzerland
$1.53M -$563K -11,412 -28%
Creative Planning
75
Creative Planning
Kansas
$1.41M +$1.09M +22,124 +462%

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.