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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
Baird Financial Group
101
Baird Financial Group
Wisconsin
$223K +$231K +6,146 New
FWM
102
Focused Wealth Management
New York
$221K -$26K -692 -10%
CIAS
103
Capital Investment Advisory Services
North Carolina
$220K -$31.8K -846 -12%
FHA
104
Flagship Harbor Advisors
Massachusetts
$204K +$18.6K +495 +10%
AP
105
Arlington Partners
Alabama
$200K
RMSCM
106
R.M. Sincerbeaux Capital Management
New York
$200K +$207K +5,500 New
PA
107
Parallel Advisors
California
$174K -$110K -2,920 -38%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$161K +$15.7K +418 +10%
CFD
109
Creative Financial Designs
Indiana
$158K +$163K +4,337 New
EWA
110
Evolution Wealth Advisors
Florida
$118K +$122K +3,250 New
JSC
111
Jackson Square Capital
California
$112K +$99.5K +2,649 +617%
BAM
112
Belpointe Asset Management
Nevada
$109K +$113K +3,000 New
MLFP
113
MPS Loria Financial Planners
Illinois
$104K
TPWA
114
TRUE Private Wealth Advisors
Oregon
$93K +$225 +6 +0.2%
US Bancorp
115
US Bancorp
Minnesota
$81K
QCG
116
Quadrant Capital Group
Ohio
$70K +$1.99K +53 +3%
ASN
117
Advisory Services Network
Georgia
$62K +$63.7K +1,695 New
First Manhattan
118
First Manhattan
New York
$54K
CCA
119
Column Capital Advisors
Indiana
$54K +$25.3K +675 +84%
DI
120
Disciplined Investments
Oklahoma
$53K -$13.2K -352 -19%
RFA
121
Reilly Financial Advisors
California
$43K -$70.6K -1,880 -62%
BCM
122
Bourgeon Capital Management
Connecticut
$40K
NIC
123
Northwest Investment Counselors
Oregon
$38K +$38.8K +1,034 New
AWM
124
Avondale Wealth Management
Texas
$36K -$97.6K -2,600 -72%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$30K -$11.2K -297 -27%

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.