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State Street SPDR EURO STOXX 50 ETF

180 hedge funds and large institutions have $1.01B invested in State Street SPDR EURO STOXX 50 ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

18% more capital invested

Capital invested by funds: $848M → $1.01B (+$157M)

7% more funds holding

Funds holding: 168180 (+12)

2.72% more ownership

Funds ownership: 41.48%44.2% (+2.7%)

23% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 56

48% less call options, than puts

Call options by funds: $115M | Put options by funds: $219M

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
3.55%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
38
Increased
43
Reduced
56
Closed
25
Calls
$115M
Puts
$219M
Net Calls
-$104M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
76
Quantitative Investment Management
Virginia
$815K -$512K -13,027 -39%
JMPWA
77
JP Morgan Private Wealth Advisors
California
$813K -$407K -10,362 -34%
PCS
78
Personal CFO Solutions
New Jersey
$779K -$66.3K -1,685 -8%
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$725K -$176K -4,470 -20%
MHS
80
M Holdings Securities
Oregon
$677K +$5.62K +143 +0.9%
HFM
81
Harvest Fund Management
China
$666K
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$651K -$5.9K -150 -0.9%
GPA
83
Garrison Point Advisors
California
$604K +$3.93K +100 +0.7%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$593K -$291K -7,402 -34%
William Blair & Company
85
William Blair & Company
Illinois
$574K -$315 -8 -0.1%
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$568K +$551K +13,999 New
CS
87
Credit Suisse
Switzerland
$530K -$4.9M -124,503 -91%
5L
88
55I LLC
Massachusetts
$525K
Marshall Wace
89
Marshall Wace
United Kingdom
$515K +$496K +12,618 New
BAS
90
Brown Advisory Securities
Maryland
$496K +$479K +12,171 New
Bank of Nova Scotia
91
Bank of Nova Scotia
Ontario, Canada
$487K +$472K +12,000 New
B
92
Bailard
California
$479K
SPC
93
Sigma Planning Corp
Michigan
$476K -$3.85K -98 -0.8%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$462K -$79.6K -2,024 -15%
AP
95
Appleton Partners
Massachusetts
$445K
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$437K +$246K +6,246 +135%
Parallax Volatility Advisers
97
Parallax Volatility Advisers
California
$423K +$395K +10,041 +2,945%
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$398K
VC
99
Veracity Capital
Georgia
$389K +$375K +9,529 New
UBS AM
100
UBS AM
Illinois
$387K -$10.7K -271 -3%

FEZ Hedge Fund Activity: Q4 2019 in Review

180 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR EURO STOXX 50 ETF (FEZ) for Q4 2019, worth a combined $1.01B — up 18% from $848M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FEZ positions and 25 closed out — a net gain of 13 holders — while 43 added to existing stakes and 56 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $36.5M. The largest seller was Barclays, cutting an estimated $44.5M.

  • 180 institutional investors held State Street SPDR EURO STOXX 50 ETF (FEZ) as of Q4 2019, up from 168 in Q3 2019.
  • Funds reported $1.01B of State Street SPDR EURO STOXX 50 ETF stock for Q4 2019, up 18% quarter-over-quarter.
  • 38 funds opened new State Street SPDR EURO STOXX 50 ETF positions in Q4 2019 and 25 closed out, a net change of +13 holders.
  • The largest State Street SPDR EURO STOXX 50 ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $36.5M added.
  • The largest State Street SPDR EURO STOXX 50 ETF seller in Q4 2019 was Barclays, an estimated $44.5M sold.

Based on aggregated 13F filings for Q4 2019.