We are live on ! Find out more
FEZ icon

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
RFA
176
Reilly Financial Advisors
California
$30K
CT
177
Clearstead Trust
Maine
$30K +$29.7K +775 New
VIA
178
Vantage Investment Advisors
Pennsylvania
$29K
BWP
179
Baldwin Wealth Partners
Massachusetts
$27K
PWM
180
Perigon Wealth Management
California
$26K
FHA
181
First Horizon Advisors
Tennessee
$25K
CS
182
Credential Securities
$24.1K
JCM
183
Jacobi Capital Management
Pennsylvania
$22K +$345 +9 +2%
SQA
184
Simon Quick Advisors
New Jersey
$20K
TRCT
185
Tower Research Capital (TRC)
New York
$19K -$12.7K -331 -40%
EDRH
186
Edmond de Rothschild Holding
Switzerland
$18K
AF
187
Allworth Financial
California
$12K
WC
188
Whitnell & Co
Illinois
$12K
PG
189
Patten Group
Tennessee
$10K
TSW
190
Thompson Siegel & Walmsley
Virginia
$10K
SBL
191
Sargent Bickham Lagudis
Colorado
$10K +$192 +5 +2%
SIM
192
Sonora Investment Management
Arizona
$8.66K +$8.63K +225 New
GI
193
Gradient Investments
Minnesota
$6K -$6.52K -170 -52%
PA
194
Parallel Advisors
California
$6K +$5.64K +147 New
MIFH
195
Migdal Insurance & Financial Holdings
Israel
$4K
WIM
196
Westside Investment Management
California
$3.87K
BlackRock
197
BlackRock
New York
$3K
JFA
198
JNBA Financial Advisors
Minnesota
$3K +$1.11K +29 +58%
CPA
199
Clear Perspective Advisors
Illinois
$3K +$2.76K +72 New
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$2K

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.