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State Street SPDR S&P MIDCAP 400 ETF Trust

697 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 187 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $728M | Put options by funds: $460M

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

2% more funds holding

Funds holding: 686697 (+11)

1.38% more ownership

Funds ownership: 54.94%56.33% (+1.4%)

0% less capital invested

Capital invested by funds: $10.5B → $10.5B (-$10.4M)

3% less funds holding in top 10

Funds holding in top 10: 9693 (-3)

31% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 270

Holders
697
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
17.38%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
2.32%
New
55
Increased
187
Reduced
270
Closed
39
Calls
$728M
Puts
$460M
Net Calls
+$269M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
326
BigSur Wealth Management
Florida
$1.41M
Comerica Bank
327
Comerica Bank
Texas
$1.4M -$7.95K -25 -0.6%
TPSF
328
Texas Permanent School Fund
Texas
$1.37M +$191K +600 +17%
NEPWA
329
New England Private Wealth Advisors
Massachusetts
$1.37M
CA
330
Cumberland Advisors
Florida
$1.35M -$172K -540 -12%
BUB
331
BBVA USA Bancshares
Texas
$1.34M -$6.04K -19 -0.5%
SIC
332
Shoker Investment Counsel
Ohio
$1.33M -$48K -151 -4%
ST
333
Spinnaker Trust
Maine
$1.33M -$954 -3 -0.1%
JFGIW
334
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.33M +$14.9K +47 +1%
CAS
335
Cue Advisory Services
Arizona
$1.31M -$143K -450 -10%
KPCM
336
Kings Point Capital Management
New York
$1.3M -$180K -566 -12%
TC
337
Telemus Capital
Michigan
$1.29M -$431K -1,356 -26%
KeyBank National Association
338
KeyBank National Association
Ohio
$1.28M +$255K +803 +26%
SBH
339
Segall Bryant & Hamill
Illinois
$1.28M
EDRH
340
Edmond de Rothschild Holding
Switzerland
$1.27M +$282K +887 +29%
BFM
341
Boston Financial Management
Massachusetts
$1.27M -$7.95K -25 -0.6%
LPT
342
Legacy Private Trust
Wisconsin
$1.26M +$79.8K +251 +7%
DIA
343
Dana Investment Advisors
Wisconsin
$1.25M -$313K -985 -20%
CA
344
Cetera Advisors
Colorado
$1.24M -$6.99K -22 -0.6%
PAS
345
Partnervest Advisory Services
California
$1.22M -$18.8K -59 -2%
BG
346
Bahl & Gaynor
Ohio
$1.22M -$19.1K -60 -2%
AFP
347
Ausdal Financial Partners
Iowa
$1.22M +$6.99K +22 +0.6%
UBWV
348
United Bank (West Virginia)
West Virginia
$1.2M
FHC
349
First Heartland Consultants
Missouri
$1.19M -$4.45K -14 -0.4%
DY
350
Dowling & Yahnke
California
$1.17M -$40.7K -128 -3%

MDY Hedge Fund Activity: Q3 2017 in Review

697 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q3 2017, worth a combined $10.5B — down 0.1% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MDY positions and 39 closed out — a net gain of 16 holders — while 187 added to existing stakes and 270 trimmed.

The largest buyer was Credit Suisse, adding an estimated $71.4M. The largest seller was Morgan Stanley, cutting an estimated $198M.

  • 697 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2017, up from 686 in Q2 2017.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2017, down 0.1% quarter-over-quarter.
  • 55 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q3 2017 and 39 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q3 2017 was Credit Suisse, an estimated $71.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q3 2017 was Morgan Stanley, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2017.