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State Street SPDR S&P MIDCAP 400 ETF Trust

695 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 222 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

26% more call options, than puts

Call options by funds: $570M | Put options by funds: $452M

2% more funds holding

Funds holding: 684695 (+11)

0% more capital invested

Capital invested by funds: $10.9B → $10.9B (+$16.6M)

2.94% less ownership

Funds ownership: 57.93%54.98% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 269

Holders
695
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.3%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
2.59%
New
59
Increased
222
Reduced
269
Closed
43
Calls
$570M
Puts
$452M
Net Calls
+$117M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
Cambridge Trust
Massachusetts
$4.51M -$295K -952 -6%
DBIA
227
Dumont & Blake Investment Advisors
New Jersey
$4.5M -$17.1K -55 -0.4%
B
228
Bridgeworth
Alabama
$4.48M -$19.6K -63 -0.4%
Legal & General Group
229
Legal & General Group
United Kingdom
$4.44M
NGA
230
Naples Global Advisors
Florida
$4.35M +$1.55K +5 +0%
FFSOTS
231
Fiduciary Financial Services of The Southwest
Texas
$4.31M -$256K -826 -6%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$4.24M +$4.22M +13,586 New
BP
233
Ballentine Partners
Massachusetts
$4.18M +$4.34K +14 +0.1%
SCA
234
STALEY CAPITAL ADVISERS
Pennsylvania
$4.16M
BWFA
235
Baltimore-Washington Financial Advisors
Maryland
$4.05M +$2.61M +8,423 +185%
Barclays
236
Barclays
United Kingdom
$4M +$1.81M +5,829 +84%
FIG
237
FundX Investment Group
California
$3.9M +$3.88M +12,500 New
WJA
238
Williams Jones & Associates
New York
$3.9M +$110K +355 +3%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$3.85M +$290K +936 +8%
BWAM
240
Boyd Watterson Asset Management
Ohio
$3.85M
TBA
241
Train Babcock Advisors
New York
$3.84M -$83.2K -268 -2%
AIM
242
Advantage Investment Management
Iowa
$3.82M +$211K +680 +6%
NAMP
243
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.76M -$101K -325 -3%
FHA
244
First Horizon Advisors
Tennessee
$3.73M -$35.1K -113 -0.9%
ZIC
245
ZWJ Investment Counsel
Georgia
$3.73M +$3.7M +11,934 New
PFPT
246
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.65M -$164K -528 -4%
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$3.64M -$220K -710 -6%
GBT
248
Grove Bank & Trust
Florida
$3.62M -$410K -1,320 -10%
SF
249
Synovus Financial
Georgia
$3.6M -$166K -534 -4%
FPCM
250
Financial Partners Capital Management
New York
$3.59M -$57.4K -185 -2%

MDY Hedge Fund Activity: Q1 2017 in Review

695 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2017, worth a combined $10.9B — up 0.15% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDY positions and 43 closed out — a net gain of 16 holders — while 222 added to existing stakes and 269 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Citigroup, cutting an estimated $407M.

  • 695 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2017, up from 684 in Q4 2016.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2017, up 0.15% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2017 and 43 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2017 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2017 was Citigroup, an estimated $407M sold.

Based on aggregated 13F filings for Q1 2017.