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State Street SPDR S&P MIDCAP 400 ETF Trust

1,027 hedge funds and large institutions have $12.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2021 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 249 increasing their positions, 382 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 55

21% more funds holding in top 10

Funds holding in top 10: 6680 (+14)

17% more capital invested

Capital invested by funds: $10.5B → $12.3B (+$1.74B)

7% more funds holding

Funds holding: 9631,027 (+64)

0.21% less ownership

Funds ownership: 60.57%60.37% (-0.21%)

35% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 382

61% less call options, than puts

Call options by funds: $181M | Put options by funds: $466M

Holders
1,027
Holders Change
+64
Holders Change %
+6.65%
% of All Funds
18.03%
Holding in Top 10
80
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.21%
% of All Funds
1.4%
New
127
Increased
249
Reduced
382
Closed
55
Calls
$181M
Puts
$466M
Net Calls
-$285M
Net Calls Change
+$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
51
Henshaw Capital
Massachusetts
$35.8M
Victory Capital Management
52
Victory Capital Management
Texas
$35.7M +$4.42M +9,700 +15%
FCI
53
Financial Counselors Inc
Kansas
$35.6M -$772K -1,693 -2%
CDH
54
Charles D. Hyman
$35.5M +$468K +1,027 +1%
PA
55
Pinnacle Associates
New York
$35.4M -$178K -391 -0.5%
Mariner
56
Mariner
Kansas
$33.4M -$2.35M -5,148 -7%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$33.4M -$88.9K -195 -0.3%
HIMC
58
Heritage Investors Management Corp
Maryland
$33.1M -$1.03M -2,265 -3%
CS
59
Credit Suisse
Switzerland
$32.2M +$159K +349 +0.5%
WTC
60
WhitTier Trust Company
Nevada
$31.7M +$4.78M +10,490 +19%
SG Americas Securities
61
SG Americas Securities
New York
$30.6M -$45.9M -100,711 -61%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$29.8M -$1.78M -3,911 -6%
PGCM
63
Prescott Group Capital Management
Oklahoma
$29.8M -$27.9M -61,150 -49%
BCM
64
Brookstone Capital Management
Illinois
$29.2M +$17M +37,287 +155%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$29M +$9.21M +20,193 +50%
PAI
66
Pittenger & Anderson Inc
Nebraska
$28.6M +$1.51M +3,320 +6%
GG
67
Gofen & Glossberg
Illinois
$28.6M +$756K +1,658 +3%
BlackRock
68
BlackRock
New York
$28.3M +$12M +26,371 +80%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$27.5M -$3.28M -7,183 -11%
CCP
70
Corient Capital Partners
California
$27.1M -$328K -719 -1%
SMC
71
Smith, Moore & Co
Missouri
$26.7M +$1.06M +2,330 +4%
William Blair & Company
72
William Blair & Company
Illinois
$26.6M +$404K +886 +2%
EVM
73
Evelyn V. Moreno
$26.1M -$807K -1,770 -3%
BCWM
74
Bartlett & Co Wealth Management
Ohio
$26M -$82.1K -180 -0.3%
BC
75
Bartlett & Co
Ohio
$25.9M -$82.1K -180 -0.3%