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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
AIM
476
Advantage Investment Management
Iowa
$463K +$114K +359 +34%
IIC
477
Integrated Investment Consultants
Michigan
$457K
SI
478
Shaker Investments
Ohio
$455K +$636 +2 +0.1%
HIIFS
479
Harel Insurance Investments & Financial Services
Israel
$453K +$445K +1,400 New
JWA
480
JFS Wealth Advisors
Pennsylvania
$452K
UB
481
UMB Bank
Missouri
$452K +$441K +1,386 New
FTUS
482
Flow Traders U.S.
New York
$448K +$437K +1,374 New
GWS
483
Glassman Wealth Services
Virginia
$447K -$57.2K -180 -12%
First Manhattan
484
First Manhattan
New York
$443K
OPCM
485
Osborne Partners Capital Management
California
$439K -$22.9K -72 -5%
WP
486
WealthPLAN Partners
Nebraska
$435K -$148K -466 -26%
WA1
487
Wimmer Associates 1
California
$434K
DT
488
Diversified Trust
Tennessee
$426K
FNT
489
First National Trust
Pennsylvania
$424K
EWM
490
Evermay Wealth Management
Virginia
$416K
BW
491
Bison Wealth
Georgia
$415K -$13.7K -43 -3%
CL
492
CPWM LLC
Washington
$415K
BP
493
BBR Partners
New York
$413K
CFD
494
Creative Financial Designs
Indiana
$412K -$2.23K -7 -0.6%
HIC
495
Hartline Investment Corp
Illinois
$411K -$13.7K -43 -3%
NSAM
496
North Star Asset Management
Wisconsin
$406K
PV
497
Private Vista
Illinois
$404K +$4.45K +14 +1%
1832 Asset Management
498
1832 Asset Management
Ontario, Canada
$401K +$15.6K +49 +4%
SCM
499
SOL Capital Management
Maryland
$401K +$44.5K +140 +13%
BPCE
500
Bank Pictet & Cie (Europe)
Germany
$399K -$9.54K -30 -2%

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.