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State Street SPDR EURO STOXX 50 ETF

202 hedge funds and large institutions have $1.97B invested in State Street SPDR EURO STOXX 50 ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 78 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 22

90% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 41

64% more capital invested

Capital invested by funds: $1.2B → $1.97B (+$765M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more funds holding

Funds holding: 183202 (+19)

2.85% more ownership

Funds ownership: 45.21%48.06% (+2.8%)

8% more call options, than puts

Call options by funds: $466M | Put options by funds: $431M

Holders
202
Holders Change
+19
Holders Change %
+10.38%
% of All Funds
5.04%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.25%
New
44
Increased
78
Reduced
41
Closed
22
Calls
$466M
Puts
$431M
Net Calls
+$34.2M
Net Calls Change
+$1.1B
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$205K -$335K -8,736 -62%
CFA
152
Carroll Financial Associates
North Carolina
$153K
SAS
153
Stelac Advisory Services
New York
$142K
Simplex Trading
154
Simplex Trading
Illinois
$126K -$209K -5,452 -62%
MLFP
155
MPS Loria Financial Planners
Illinois
$119K +$115K +3,005 New
BFEC
156
Benjamin F. Edwards & Company
Missouri
$118K +$91.6K +2,387 +351%
DADC
157
D.A. Davidson & Co
Montana
$106K -$26.9K -700 -20%
GWM
158
Geneos Wealth Management
Colorado
$82K +$19.2K +500 +30%
SFG
159
SevenBridge Financial Group
Pennsylvania
$78K
ClearBridge Investments
160
ClearBridge Investments
New York
$77K
BBPWM
161
Blue Bell Private Wealth Management
Pennsylvania
$61K
AIM
162
Advantage Investment Management
Iowa
$61K +$34.4K +896 +132%
OFW
163
Omnia Family Wealth
Florida
$58K
CFN
164
Cordasco Financial Network
Florida
$58K +$57.5K +1,500 New
First Manhattan
165
First Manhattan
New York
$57K
JGIA
166
Jackson Grant Investment Advisers
Connecticut
$54K +$54K +1,407 New
SA
167
SpiderRock Advisors
Delaware
$53K
SPIA
168
Steward Partners Investment Advisory
New York
$53K +$49.1K +1,280 +1,280%
GRP
169
Global Retirement Partners
California
$50K +$37.4K +975 +292%
ASN
170
Advisory Services Network
Georgia
$46K -$628K -16,382 -93%
KPCM
171
Kings Point Capital Management
New York
$44K +$345 +9 +0.8%
OAM
172
Oppenheimer Asset Management
New York
$43K +$43.1K +1,123 New
OTC
173
Opera Trading Capital
France
$38K +$38.3K +999 New
NIC
174
Northwest Investment Counselors
Oregon
$37K +$36.8K +960 New
HCM
175
Highlander Capital Management
New Jersey
$32K

FEZ Hedge Fund Activity: Q2 2017 in Review

202 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR EURO STOXX 50 ETF (FEZ) for Q2 2017, worth a combined $1.97B — up 64% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FEZ positions and 22 closed out — a net gain of 22 holders — while 78 added to existing stakes and 41 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $157M. The largest seller was AllianceBernstein, cutting an estimated $35.1M.

  • 202 institutional investors held State Street SPDR EURO STOXX 50 ETF (FEZ) as of Q2 2017, up from 183 in Q1 2017.
  • Funds reported $1.97B of State Street SPDR EURO STOXX 50 ETF stock for Q2 2017, up 64% quarter-over-quarter.
  • 44 funds opened new State Street SPDR EURO STOXX 50 ETF positions in Q2 2017 and 22 closed out, a net change of +22 holders.
  • The largest State Street SPDR EURO STOXX 50 ETF buyer in Q2 2017 was Charles Schwab Investment Advisory, an estimated $157M added.
  • The largest State Street SPDR EURO STOXX 50 ETF seller in Q2 2017 was AllianceBernstein, an estimated $35.1M sold.

Based on aggregated 13F filings for Q2 2017.