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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
CFFP
126
Center for Financial Planning
Michigan
$26K
TRCT
127
Tower Research Capital (TRC)
New York
$25K -$66.2K -1,763 -72%
AA
128
Ancora Advisors
Ohio
$22K
MA
129
MUFG Americas
New York
$22K
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$18K
CFB
131
Cullen/Frost Bankers
Texas
$18K
BlackRock
132
BlackRock
New York
$18K +$18.2K +485 New
APA
133
American Portfolios Advisors
New York
$16.4K
RE
134
RBC Europe
United Kingdom
$14.9K
AF
135
Allworth Financial
California
$12K +$38 +1 +0.3%
ABC
136
Associated Banc-Corp
Wisconsin
$11K
IRC
137
Investors Research Corp
Georgia
$11K
GI
138
Gradient Investments
Minnesota
$10K
PFO
139
Pathstone Family Office
New Jersey
$7K
PB
140
Pinnacle Bancorp
Nebraska
$7K
PFS
141
Prospera Financial Services
Texas
$7K +$7.29K +194 New
GRP
142
Global Retirement Partners
California
$4K +$3.75K +100 New
AP
143
Atwood & Palmer
Missouri
$4K +$4.21K +112 New
MIFH
144
Migdal Insurance & Financial Holdings
Israel
$2K
HCP
145
Hexagon Capital Partners
Arkansas
$2K +$2.82K +75 New
Millennium Management
146
Millennium Management
New York
$1.14K +$1.17M +31,242 New
S
147
SignatureFD
Georgia
$1K
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$482 -$42.4K -1,129 -8%
SMM
149
Stadion Money Management
Georgia
-$23.8M -668,540 Closed
DS
150
DRW Securities
Illinois
-$3.48M -98,086 Closed

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.