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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
BMM
451
Buffington Mohr McNeal
Idaho
$506K
WCM
452
Wealthcare Capital Management
Virginia
$503K -$6.67K -21 -1%
NDSI
453
Newman Dignan & Sheerar Inc
Rhode Island
$500K
WS
454
Wedbush Securities
California
$496K +$14.9K +47 +3%
CCMG
455
Clark Capital Management Group
Pennsylvania
$494K -$36.9K -116 -7%
SCM
456
Southport Capital Management
Tennessee
$493K
FIM
457
Freedom Investment Management
Connecticut
$489K -$108K -339 -18%
BIM
458
Bridgecreek Investment Management
Oklahoma
$489K
JIR
459
James Investment Research
Ohio
$489K
FNBSF
460
First National Bank Sioux Falls
South Dakota
$487K -$1.59K -5 -0.3%
CIA
461
Capital Investment Advisors
Georgia
$486K -$46.4K -146 -9%
JIC
462
Joel Isaacson & Co
New York
$485K
B
463
Bridgeworth
Alabama
$484K -$3.82M -12,024 -89%
FWP
464
FAS Wealth Partners
Kansas
$483K +$79.5K +250 +20%
BOH
465
Bank of Hawaii
Hawaii
$481K
BHWM
466
Bar Harbor Wealth Management
New Hampshire
$481K
WA
467
Wealth Architects
California
$481K
FCH
468
Freestone Capital Holdings
Washington
$480K +$197K +620 +73%
GA
469
GFS Advisors
Texas
$473K
KCM
470
Kanawha Capital Management
Virginia
$470K -$15.9K -50 -3%
MC
471
Moors & Cabot
Massachusetts
$469K +$636 +2 +0.1%
NB
472
Nicolet Bankshares
Wisconsin
$469K +$6.36K +20 +1%
NFG
473
NewFocus Financial Group
Washington
$468K
FC
474
FCA Corp
Texas
$464K
TP
475
Truvvo Partners
New York
$463K

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.