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State Street SPDR S&P MIDCAP 400 ETF Trust

857 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $357M | Put options by funds: $218M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $9.84B → $10.9B (+$1.07B)

1% more funds holding

Funds holding: 846857 (+11)

3.82% less ownership

Funds ownership: 59.39%55.57% (-3.8%)

5% less funds holding in top 10

Funds holding in top 10: 10398 (-5)

25% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 338

Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.55%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
576
JFS Wealth Advisors
Pennsylvania
$449K +$336 +1 +0.1%
ECM
577
ExodusPoint Capital Management
New York
$449K +$437K +1,300 New
QCM
578
Quest Capital Management
Texas
$448K
CIA
579
Capital Investment Advisors
Georgia
$444K -$27.6K -82 -6%
UB
580
UMB Bank
Missouri
$441K
EWM
581
Evermay Wealth Management
Virginia
$440K
IFWM
582
Institute for Wealth Management
Colorado
$439K -$5.38K -16 -1%
SNT
583
Security National Trust
West Virginia
$438K
CM
584
Columbus Macro
Pennsylvania
$431K
BAM
585
Belpointe Asset Management
Nevada
$431K +$54.8K +163 +15%
CAL
586
Capital Advisors Ltd
Ohio
$430K
NSAM
587
North Star Asset Management
Wisconsin
$429K
EWF
588
Epstein & White Financial
California
$424K -$236K -703 -37%
SCM
589
SOL Capital Management
Maryland
$423K +$16.8K +50 +4%
BFM
590
Broadview Financial Management
Wisconsin
$421K +$1.35K +4 +0.3%
Walleye Trading
591
Walleye Trading
New York
$420K +$135K +400 +49%
BW
592
Bison Wealth
Georgia
$419K -$14.1K -42 -3%
SBIA
593
Sheaff Brock Investment Advisors
Indiana
$417K
PVH
594
Psagot Value Holdings
Israel
$414K +$279K +830 +226%
VWM
595
Venturi Wealth Management
Texas
$413K +$27.2K +81 +7%
PCIA
596
Prime Capital Investment Advisors
Kansas
$413K +$402K +1,195 New
AIM
597
Arcadia Investment Management
Michigan
$410K +$11.8K +35 +3%
NB
598
Nicolet Bankshares
Wisconsin
$408K -$16.1K -48 -4%
BPCE
599
Bank Pictet & Cie (Europe)
Germany
$405K
MMPW
600
Mitchell McLeod Pugh & Williams
Alabama
$405K

MDY Hedge Fund Activity: Q1 2019 in Review

857 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2019, worth a combined $10.9B — up 11% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MDY positions and 59 closed out — a net gain of 23 holders — while 253 added to existing stakes and 338 trimmed.

The largest buyer was Citigroup, adding an estimated $133M. The largest seller was Susquehanna International Group, cutting an estimated $89.8M.

  • 857 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2019, up from 846 in Q4 2018.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2019 and 59 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2019 was Citigroup, an estimated $133M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2019 was Susquehanna International Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q1 2019.