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State Street SPDR S&P MIDCAP 400 ETF Trust

440 hedge funds and large institutions have $9.01B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 156 increasing their positions, 146 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $7.88B → $9.01B (+$1.13B)

12% more funds holding in top 10

Funds holding in top 10: 5865 (+7)

4% more funds holding

Funds holding: 423440 (+17)

7% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 146

0.87% less ownership

Funds ownership: 63.71%62.84% (-0.87%)

7% less call options, than puts

Call options by funds: $483M | Put options by funds: $521M

Holders
440
Holders Change
+17
Holders Change %
+4.02%
% of All Funds
14.27%
Holding in Top 10
65
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.07%
% of All Funds
2.11%
New
46
Increased
156
Reduced
146
Closed
22
Calls
$483M
Puts
$521M
Net Calls
-$38.1M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$26.4M +$936K +4,211 +4%
CI
52
Conning Inc
Connecticut
$25.3M
HIMC
53
Heritage Investors Management Corp
Maryland
$23.8M +$26K +117 +0.1%
BMM
54
Berkshire Money Management
Massachusetts
$22.9M +$14.4M +64,767 +178%
B
55
Baird
Wisconsin
$22.5M +$8.62M +38,787 +64%
SMA
56
Simply Money Advisors
Ohio
$22.3M +$3.23M +14,528 +17%
FCI
57
Financial Counselors Inc
Kansas
$22M +$183K +824 +0.9%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$21.5M +$1.96M +8,814 +10%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$21.4M +$1.85M +8,341 +10%
BIT
60
BlackRock Institutional Trust
California
$21.3M -$19.1M -85,833 -48%
HBT
61
Hills Bank & Trust
Iowa
$20.8M +$408K +1,834 +2%
Deutsche Bank
62
Deutsche Bank
Germany
$20.4M -$74.9M -336,880 -79%
PGFC
63
Peapack-Gladstone Financial Corp
New Jersey
$20.4M +$2.78M +12,492 +16%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$19.8M +$5.53M +24,849 +40%
EVM
65
Eaton Vance Management
Massachusetts
$18.3M +$943K +4,243 +6%
GC
66
Guggenheim Capital
Illinois
$17.4M -$160K -720 -0.9%
BTS
67
BB&T Securities
Virginia
$16.9M +$1.33M +5,962 +392%
WF
68
Welch & Forbes
Massachusetts
$16.9M +$51.1K +230 +0.3%
MCM
69
Munder Capital Management
Michigan
$16.7M +$11.3M +50,968 +222%
PA
70
Pinnacle Associates
New York
$16.6M +$267K +1,200 +2%
OC
71
Oppenheimer & Co
New York
$16.4M +$472K +2,123 +3%
NB
72
NBT Bank
New York
$16.2M -$1.86M -8,350 -10%
LC
73
Lilley & Co
Michigan
$15.7M -$124K -556 -0.8%
FAG
74
Financial Advisory Group
Texas
$15.5M +$345K +1,550 +2%
CONA
75
Capital One National Association
New York
$14.9M +$1.46M +6,582 +11%