State Street SPDR S&P MIDCAP 400 ETF Trust
1,125 hedge funds and large institutions have $13.6B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2021 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 292 increasing their positions, 347 reducing their positions, and 60 closing their positions.
198% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 60
10% more capital invested
Capital invested by funds: $12.4B → $13.6B (+$1.24B)
10% more funds holding
Funds holding: 1,023 → 1,125 (+102)
9% more funds holding in top 10
Funds holding in top 10: 66 → 72 (+6)
0.61% more ownership
Funds ownership: 61.24% → 61.85% (+0.61%)
16% less repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 347
55% less call options, than puts
Call options by funds: $144M | Put options by funds: $321M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$260M |
| 2 |
CM
Churchill Management
Los Angeles,
California
|
+$237M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$230M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$150M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$138M |
| 2 |
Citigroup
New York
|
-$97.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$81.5M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$80.1M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$75M |
MDY Hedge Fund Activity: Q4 2021 in Review
1,125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2021, worth a combined $13.6B — up 10% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 179 funds opened new MDY positions and 60 closed out — a net gain of 119 holders — while 292 added to existing stakes and 347 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $260M. The largest seller was UBS Group, cutting an estimated $138M.
- 1,125 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2021, up from 1,023 in Q3 2021.
- Funds reported $13.6B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2021, up 10% quarter-over-quarter.
- 179 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2021 and 60 closed out, a net change of +119 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2021 was Goldman Sachs, an estimated $260M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2021 was UBS Group, an estimated $138M sold.
Based on aggregated 13F filings for Q4 2021.