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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
FIBT
76
First International Bank & Trust
North Dakota
$1.41M -$8.02M -162,497 -86%
CWM
77
Congress Wealth Management
Massachusetts
$1.41M +$1.32M +26,741 New
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$1.38M -$144K -2,916 -10%
HCM
79
Hollencrest Capital Management
California
$1.37M
FAM
80
Family Asset Management
South Carolina
$1.29M -$27.7K -562 -2%
WA
81
WBH Advisory
Maryland
$1.28M -$12K -243 -1%
RG
82
Rathbones Group
United Kingdom
$1.26M -$234K -4,750 -17%
ICG
83
InterOcean Capital Group
Tennessee
$1.26M -$18.5K -375 -2%
CAN
84
Cetera Advisor Networks
California
$1.25M +$17.9K +363 +2%
HighTower Advisors
85
HighTower Advisors
Illinois
$1.23M -$158K -3,196 -12%
RJA
86
Raymond James & Associates
Florida
$1.19M -$24.1K -488 -2%
CA
87
Calton & Associates
Florida
$1.18M -$105K -2,132 -9%
3AM
88
3EDGE Asset Management
Florida
$1.18M +$1.1M +22,362 New
MS
89
Maven Securities
Jersey
$1.16M -$1.25M -25,312 -53%
MCM
90
MAI Capital Management
Ohio
$1.11M -$15K -304 -1%
GIM
91
Gold Investment Management
Alberta, Canada
$1.11M
FHA
92
Flagship Harbor Advisors
Massachusetts
$1.1M -$54.5K -1,105 -5%
GAG
93
GM Advisory Group
New York
$1.1M +$1.03M +20,903 New
SP
94
Stablepoint Partners
Massachusetts
$1.05M +$234K +4,746 +31%
Prudential Financial
95
Prudential Financial
New Jersey
$1.03M +$346K +7,000 +56%
LP
96
LMR Partners
United Kingdom
$995K +$935K +18,942 New
OMC
97
Old Mission Capital
Illinois
$983K -$108K -2,186 -10%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$971K +$887K +17,979 +3,662%
Pictet Asset Management
99
Pictet Asset Management
Switzerland
$963K +$905K +18,335 New
CCFM
100
Clear Creek Financial Management
Washington
$956K +$898K +18,189 New

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.