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State Street SPDR EURO STOXX 50 ETF

222 hedge funds and large institutions have $1.52B invested in State Street SPDR EURO STOXX 50 ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

8% more capital invested

Capital invested by funds: $1.41B → $1.52B (+$119M)

4% more funds holding

Funds holding: 213222 (+9)

6% less call options, than puts

Call options by funds: $101M | Put options by funds: $107M

2.49% less ownership

Funds ownership: 59.69%57.2% (-2.5%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

35% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 80

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.24%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
43
Increased
52
Reduced
80
Closed
31
Calls
$101M
Puts
$107M
Net Calls
-$6.12M
Net Calls Change
+$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$456K -$5.42M -122,701 -93%
AWM
127
Axxcess Wealth Management
California
$455K +$43K +975 +11%
Walleye Capital
128
Walleye Capital
New York
$440K +$406K +9,200 New
GAM
129
Griffin Asset Management
New York
$389K +$27.6K +625 +8%
SW
130
SVB Wealth
Massachusetts
$388K -$7.77K -176 -2%
VCM
131
Vivaldi Capital Management
Illinois
$374K -$70.6K -1,600 -17%
PNAA
132
Pictet North America Advisors
Switzerland
$371K
HSBC Holdings
133
HSBC Holdings
United Kingdom
$333K
APP
134
Avantax Planning Partners
Iowa
$332K
AT
135
Arlington Trust
Alabama
$329K +$304K +6,882 New
CFD
136
Creative Financial Designs
Indiana
$321K -$178K -4,026 -38%
Wolverine Trading
137
Wolverine Trading
Illinois
$320K -$201K -4,549 -40%
BRWA
138
B. Riley Wealth Advisors
Florida
$313K -$10.3K -234 -3%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$310K +$25.7K +582 +10%
BWM
140
Bulltick Wealth Management
Florida
$288K -$128K -2,900 -32%
TWC
141
TD Waterhouse Canada
Ontario, Canada
$275K +$4.59K +104 +2%
IAS
142
Insigneo Advisory Services
Florida
$272K +$19K +431 +8%
MCM
143
Mainstay Capital Management
Michigan
$252K -$1.72M -38,989 -88%
EWM
144
Evercore Wealth Management
New York
$250K
IFWM
145
Institute for Wealth Management
Colorado
$244K +$225K +5,100 New
Comerica Bank
146
Comerica Bank
Texas
$243K +$36.9K +835 +20%
HBW
147
Hazlett, Burt & Watson
West Virginia
$242K -$15.4K -349 -6%
HAM
148
Hedges Asset Management
Nevada
$239K
AP
149
Appleton Partners
Massachusetts
$239K
MFG
150
Merit Financial Group
Georgia
$237K -$1.13M -25,707 -84%

FEZ Hedge Fund Activity: Q4 2023 in Review

222 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR EURO STOXX 50 ETF (FEZ) for Q4 2023, worth a combined $1.52B — up 8.4% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FEZ positions and 31 closed out — a net gain of 12 holders — while 52 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $249M. The largest seller was Jane Street, cutting an estimated $260M.

  • 222 institutional investors held State Street SPDR EURO STOXX 50 ETF (FEZ) as of Q4 2023, up from 213 in Q3 2023.
  • Funds reported $1.52B of State Street SPDR EURO STOXX 50 ETF stock for Q4 2023, up 8.4% quarter-over-quarter.
  • 43 funds opened new State Street SPDR EURO STOXX 50 ETF positions in Q4 2023 and 31 closed out, a net change of +12 holders.
  • The largest State Street SPDR EURO STOXX 50 ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $249M added.
  • The largest State Street SPDR EURO STOXX 50 ETF seller in Q4 2023 was Jane Street, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2023.