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State Street SPDR EURO STOXX 50 ETF

189 hedge funds and large institutions have $1.44B invested in State Street SPDR EURO STOXX 50 ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 51

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

2% more funds holding

Funds holding: 186189 (+3)

4.38% less ownership

Funds ownership: 57.61%53.23% (-4.4%)

10% less capital invested

Capital invested by funds: $1.6B → $1.44B (-$156M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

29% less call options, than puts

Call options by funds: $62M | Put options by funds: $87.8M

Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
26
Increased
62
Reduced
51
Closed
22
Calls
$62M
Puts
$87.8M
Net Calls
-$25.8M
Net Calls Change
+$47.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$52K +$49K +1,040 +945%
BCM
152
Bourgeon Capital Management
Connecticut
$50K
Simplex Trading
153
Simplex Trading
Illinois
$47K -$4.72K -100 -9%
AWM
154
Avondale Wealth Management
Texas
$45K
SWM
155
Spire Wealth Management
Virginia
$45K
SWA
156
SOA Wealth Advisors
New York
$41K -$17.7K -376 -29%
MIM
157
Macroview Investment Management
Maryland
$36K +$14.9K +317 +65%
CFFP
158
Center for Financial Planning
Michigan
$33K
Fidelity Investments
159
Fidelity Investments
Massachusetts
$28K +$11.7K +248 +66%
AA
160
Ancora Advisors
Ohio
$27K
MA
161
MUFG Americas
New York
$27K
GPA
162
Guidance Point Advisors
Massachusetts
$25K +$26.6K +564 New
APA
163
American Portfolios Advisors
New York
$23.4K +$3.11K +66 +15%
CFB
164
Cullen/Frost Bankers
Texas
$23K
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$21K
RE
166
RBC Europe
United Kingdom
$18.6K
EIP
167
Ellis Investment Partners
Pennsylvania
$18K +$18.9K +400 New
HI
168
Harbour Investments
Wisconsin
$17K +$47 +1 +0.3%
TWA
169
TCI Wealth Advisors
Arizona
$16K +$16.7K +354 New
AF
170
Allworth Financial
California
$15K
BWL
171
Bogart Wealth LLC
Virginia
$15K
OC
172
Oakworth Capital
Alabama
$15K
IRC
173
Investors Research Corp
Georgia
$14K
US Bancorp
174
US Bancorp
Minnesota
$13K -$29.4K -623 -68%
BlackRock
175
BlackRock
New York
$12K -$13.4M -284,632 -100%

FEZ Hedge Fund Activity: Q3 2021 in Review

189 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR EURO STOXX 50 ETF (FEZ) for Q3 2021, worth a combined $1.44B — down 9.8% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FEZ positions and 22 closed out — a net gain of 4 holders — while 62 added to existing stakes and 51 trimmed.

The largest buyer was Gradient Investments, adding an estimated $93.4M. The largest seller was JP Morgan Chase, cutting an estimated $155M.

  • 189 institutional investors held State Street SPDR EURO STOXX 50 ETF (FEZ) as of Q3 2021, up from 186 in Q2 2021.
  • Funds reported $1.44B of State Street SPDR EURO STOXX 50 ETF stock for Q3 2021, down 9.8% quarter-over-quarter.
  • 26 funds opened new State Street SPDR EURO STOXX 50 ETF positions in Q3 2021 and 22 closed out, a net change of +4 holders.
  • The largest State Street SPDR EURO STOXX 50 ETF buyer in Q3 2021 was Gradient Investments, an estimated $93.4M added.
  • The largest State Street SPDR EURO STOXX 50 ETF seller in Q3 2021 was JP Morgan Chase, an estimated $155M sold.

Based on aggregated 13F filings for Q3 2021.