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State Street SPDR S&P MIDCAP 400 ETF Trust

695 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 222 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

26% more call options, than puts

Call options by funds: $570M | Put options by funds: $452M

2% more funds holding

Funds holding: 684695 (+11)

0% more capital invested

Capital invested by funds: $10.9B → $10.9B (+$16.6M)

2.94% less ownership

Funds ownership: 57.93%54.98% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 269

Holders
695
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.3%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
2.59%
New
59
Increased
222
Reduced
269
Closed
43
Calls
$570M
Puts
$452M
Net Calls
+$117M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PSW
551
Portfolio Strategies (Washington)
Washington
$296K -$5.01M -16,144 -94%
UR
552
USCA RIA
Texas
$291K -$55.9K -180 -16%
RW
553
REDW Wealth
New Mexico
$291K -$9.31K -30 -3%
GT
554
Greenleaf Trust
Michigan
$290K +$22K +71 +8%
PAM
555
Premier Asset Management
Illinois
$288K
FNBOO
556
First National Bank of Omaha
Nebraska
$284K
SFG
557
SevenBridge Financial Group
Pennsylvania
$284K
OCM
558
One Capital Management
California
$280K +$14K +45 +5%
BCM
559
Brookmont Capital Management
Texas
$278K
TTWM
560
TCV Trust & Wealth Management
Virginia
$277K +$6.83K +22 +3%
EFSCE
561
Enterprise Financial Services Corp (EFSC)
Missouri
$275K
FHB
562
First Hawaiian Bank
Hawaii
$271K
Fiera Capital (Canada)
563
Fiera Capital (Canada)
Quebec, Canada
$266K
SFG
564
SNS Financial Group
Minnesota
$262K -$3.01M -9,690 -92%
MWAC
565
Mariner Wealth Advisors (Cincinnati)
Ohio
$262K +$14K +45 +6%
CCA
566
Clearwater Capital Advisors
Illinois
$262K +$264K +850 New
RCAG
567
Rehmann Capital Advisory Group
Michigan
$261K +$32.6K +105 +14%
CIM
568
Contravisory Investment Management
Massachusetts
$259K +$223K +718 +647%
SI
569
SII Investments
Wisconsin
$258K +$7.14K +23 +3%
ZB
570
Zions Bancorporation
Utah
$257K
PCTC
571
Perkins Coie Trust Company
Washington
$255K -$44.1K -142 -15%
CA
572
Cullinan Associates
Kentucky
$252K -$12.4K -40 -5%
RG
573
Rikoon Group
New Mexico
$250K -$15.5K -50 -6%
CK
574
Cohen Klingenstein
New York
$250K
FSCM
575
Front Street Capital Management
Montana
$248K

MDY Hedge Fund Activity: Q1 2017 in Review

695 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2017, worth a combined $10.9B — up 0.15% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDY positions and 43 closed out — a net gain of 16 holders — while 222 added to existing stakes and 269 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Citigroup, cutting an estimated $407M.

  • 695 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2017, up from 684 in Q4 2016.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2017, up 0.15% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2017 and 43 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2017 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2017 was Citigroup, an estimated $407M sold.

Based on aggregated 13F filings for Q1 2017.