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State Street SPDR EURO STOXX 50 ETF

155 hedge funds and large institutions have $893M invested in State Street SPDR EURO STOXX 50 ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 38 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

5% more funds holding

Funds holding: 148155 (+7)

0% less capital invested

Capital invested by funds: $893M → $893M (-$321K)

3.54% less ownership

Funds ownership: 51.16%47.62% (-3.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

33% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 57

88% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $241M

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.74%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
28
Increased
38
Reduced
57
Closed
20
Calls
$29.9M
Puts
$241M
Net Calls
-$211M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
126
DCM Advisors
New York
$72K +$67.2K +1,725 New
DI
127
Disciplined Investments
Oklahoma
$61K
SWA
128
SOA Wealth Advisors
New York
$54K +$50K +1,282 New
RFA
129
Reilly Financial Advisors
California
$49K
BCM
130
Bourgeon Capital Management
Connecticut
$46K
AWM
131
Avondale Wealth Management
Texas
$42K
Fidelity Investments
132
Fidelity Investments
Massachusetts
$31K -$3.35K -86 -10%
CFFP
133
Center for Financial Planning
Michigan
$30K
ASN
134
Advisory Services Network
Georgia
$27K -$40.5K -1,039 -61%
AA
135
Ancora Advisors
Ohio
$25K
MA
136
MUFG Americas
New York
$25K
CFB
137
Cullen/Frost Bankers
Texas
$21K
PWM
138
Perigon Wealth Management
California
$20K +$18.9K +485 New
APA
139
American Portfolios Advisors
New York
$18.1K -$585 -15 -3%
RE
140
RBC Europe
United Kingdom
$17.1K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$16K -$4.87K -125 -25%
HIA
142
Harbor Investment Advisory
Maryland
$15K +$14.4K +370 New
AF
143
Allworth Financial
California
$13K
ABC
144
Associated Banc-Corp
Wisconsin
$13K
IRC
145
Investors Research Corp
Georgia
$13K
GI
146
Gradient Investments
Minnesota
$10K
PFO
147
Pathstone Family Office
New Jersey
$8K
PB
148
Pinnacle Bancorp
Nebraska
$8K
SIAG
149
Safeguard Investment Advisory Group
California
$7K +$6.63K +170 New
GRP
150
Global Retirement Partners
California
$4K