State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
1,145 hedge funds and large institutions have $11.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 315 increasing their positions, 358 reducing their positions, and 38 closing their positions.
305% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 38
33% more call options, than puts
Call options by funds: $618M | Put options by funds: $466M
18% more capital invested
Capital invested by funds: $9.58B → $11.3B (+$1.75B)
15% more funds holding in top 10
Funds holding in top 10: 67 → 77 (+10)
9% more funds holding
Funds holding: 1,050 → 1,145 (+95)
3.43% more ownership
Funds ownership: 58.09% → 61.52% (+3.4%)
12% less repeat investments, than reductions
Existing positions increased: 315 | Existing positions reduced: 358
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWCS
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
+$226M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$138M |
| 3 |
CCA
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
+$109M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$82.1M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$51.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$49.1M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$28.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$25M |
| 4 |
Squarepoint
New York
|
-$22.7M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$14.5M |
MDY Hedge Fund Activity: Q4 2022 in Review
1,145 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2022, worth a combined $11.3B — up 18% from $9.58B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new MDY positions and 38 closed out — a net gain of 116 holders — while 315 added to existing stakes and 358 trimmed.
The largest buyer was Beirne Wealth Consulting Services, opening a new position worth an estimated $226M. The largest seller was JP Morgan Chase, cutting an estimated $49.1M.
- 1,145 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2022, up from 1,050 in Q3 2022.
- Funds reported $11.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2022, up 18% quarter-over-quarter.
- 154 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2022 and 38 closed out, a net change of +116 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2022 was Beirne Wealth Consulting Services, an estimated $226M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2022 was JP Morgan Chase, an estimated $49.1M sold.
Based on aggregated 13F filings for Q4 2022.