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State Street SPDR EURO STOXX 50 ETF

148 hedge funds and large institutions have $893M invested in State Street SPDR EURO STOXX 50 ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

2% more funds holding

Funds holding: 145148 (+3)

4% more capital invested

Capital invested by funds: $861M → $893M (+$31.8M)

2.4% less ownership

Funds ownership: 53.56%51.16% (-2.4%)

22% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 51

62% less call options, than puts

Call options by funds: $47.5M | Put options by funds: $124M

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
2.99%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
28
Increased
40
Reduced
51
Closed
24
Calls
$47.5M
Puts
$124M
Net Calls
-$76.4M
Net Calls Change
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$518K
CI
77
Clal Insurance
Israel
$508K +$6.57K +175 +1%
GPA
78
Garrison Point Advisors
California
$503K
MHS
79
M Holdings Securities
Oregon
$498K -$43.2K -1,151 -8%
IR
80
Invictus RG
Bermuda
$473K +$488K +13,000 New
IFWM
81
Institute for Wealth Management
Colorado
$445K +$460K +12,250 New
B
82
Bailard
California
$427K
DC
83
Davenport & Co
Virginia
$412K -$72.2K -1,923 -15%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$385K +$713 +19 +0.2%
MIH
85
Meitav Investment House
Israel
$367K
AP
86
Appleton Partners
Massachusetts
$316K -$9.84K -262 -3%
VF
87
Virtu Financial
New York
$312K +$322K +8,576 New
SW
88
SVB Wealth
Massachusetts
$295K -$99.2K -2,642 -25%
William Blair & Company
89
William Blair & Company
Illinois
$295K -$30K -800 -9%
WAM
90
Wealthspire Advisors (Maryland)
Maryland
$286K +$295K +7,861 New
WANY
91
Wealthspire Advisors (New York)
New York
$286K +$295K +7,861 New
EWM
92
Evercore Wealth Management
New York
$285K +$26.3K +700 +10%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$269K +$278K +7,396 New
Osaic Holdings
94
Osaic Holdings
Arizona
$249K +$10K +267 +4%
SPC
95
Sigma Planning Corp
Michigan
$244K -$172K -4,582 -41%
B
96
Bellecapital
Switzerland
$234K
CAM
97
CenterStar Asset Management
Illinois
$234K
IA
98
IFP Advisors
Florida
$232K -$60.5K -1,612 -20%
BS
99
Boenning & Scattergood
Pennsylvania
$231K +$239K +6,360 New
Bank of New York Mellon
100
Bank of New York Mellon
New York
$228K +$235K +6,261 New

FEZ Hedge Fund Activity: Q3 2020 in Review

148 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR EURO STOXX 50 ETF (FEZ) for Q3 2020, worth a combined $893M — up 3.7% from $861M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FEZ positions and 24 closed out — a net gain of 4 holders — while 40 added to existing stakes and 51 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $39.8M. The largest seller was Bank of America, cutting an estimated $28.3M.

  • 148 institutional investors held State Street SPDR EURO STOXX 50 ETF (FEZ) as of Q3 2020, up from 145 in Q2 2020.
  • Funds reported $893M of State Street SPDR EURO STOXX 50 ETF stock for Q3 2020, up 3.7% quarter-over-quarter.
  • 28 funds opened new State Street SPDR EURO STOXX 50 ETF positions in Q3 2020 and 24 closed out, a net change of +4 holders.
  • The largest State Street SPDR EURO STOXX 50 ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $39.8M added.
  • The largest State Street SPDR EURO STOXX 50 ETF seller in Q3 2020 was Bank of America, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2020.