State Street SPDR S&P MIDCAP 400 ETF Trust
686 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 47 closing their positions.
32% more call options, than puts
Call options by funds: $752M | Put options by funds: $570M
0.04% less ownership
Funds ownership: 54.98% → 54.94% (-0.04%)
4% less capital invested
Capital invested by funds: $10.9B → $10.5B (-$412M)
4% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 47
1% less funds holding
Funds holding: 695 → 686 (-9)
8% less funds holding in top 10
Funds holding in top 10: 104 → 96 (-8)
25% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 272
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$267M |
| 2 |
SG Americas Securities
New York
|
+$75.9M |
| 3 |
Goldman Sachs
New York
|
+$67.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$63.9M |
| 5 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$238M |
| 2 |
State Street
Boston,
Massachusetts
|
-$119M |
| 3 |
JP Morgan Chase
New York
|
-$89.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$86.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$74.5M |
MDY Hedge Fund Activity: Q2 2017 in Review
686 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 Q2 2017, worth a combined $10.5B — down 3.8% from $10.9B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of MDY and 45 opened new positions — a net loss of 2 holders — while 272 trimmed existing stakes and 205 added.
The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was Freedom Investment Management, cutting an estimated $238M.
- 686 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2017, down from 695 in Q1 2017.
- Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2017, down 3.8% quarter-over-quarter.
- 45 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2017 and 47 closed out, a net change of -2 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2017 was Morgan Stanley, an estimated $267M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2017 was Freedom Investment Management, an estimated $238M sold.
Based on aggregated 13F filings for Q2 2017.