We are live on ! Find out more
FEZ icon

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
Simplex Trading
151
Simplex Trading
Illinois
-$3.27M -92,046 Closed
Twin Tree Management
152
Twin Tree Management
Texas
-$2.4M -67,502 Closed
TI
153
Trexquant Investment
Connecticut
-$305K -8,597 Closed
BAS
154
Brown Advisory Securities
Maryland
-$304K -8,168 Closed
DWT
155
Dorsey & Whitney Trust
South Dakota
-$226K -6,375 Closed
State of Wisconsin Investment Board
156
State of Wisconsin Investment Board
Wisconsin
-$224K -6,300 Closed
WOSD
157
WFA of San Diego
California
-$255K -6,272 Closed
SCA
158
Snowden Capital Advisors
New York
-$201K -5,660 Closed
FAM
159
Formidable Asset Management
Ohio
-$208K -5,524 Closed
Walleye Trading
160
Walleye Trading
New York
-$152K -4,058 Closed
CAN
161
Cetera Advisor Networks
California
-$81K -2,266 Closed
PCS
162
Personal CFO Solutions
New Jersey
-$45.1K -1,200 -9%
OPS
163
Orion Portfolio Solutions
Nebraska
-$25K -700 Closed
BBPWM
164
Blue Bell Private Wealth Management
Pennsylvania
-$20K -662 Closed
OFG
165
Oxford Financial Group
Indiana
-$19K -522 Closed
LDFR
166
Lehman & Derafelo Financial Resources
Pennsylvania
-$18K -500 Closed
JFA
167
JNBA Financial Advisors
Minnesota
-$13K -370 Closed
BC
168
Bartlett & Co
Ohio
-$9K -250 Closed
BCWM
169
Bartlett & Co Wealth Management
Ohio
-$8.88K -250 Closed
BCMIO
170
Beacon Capital Management Inc (Ohio)
Ohio
-$7K -200 Closed
PA
171
Procyon Advisors
Connecticut
-$3K -80 Closed
SF
172
Synovus Financial
Georgia
-$2K -47 Closed
RCA
173
Ranch Capital Advisors
Florida
-$1K -38 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.