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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
GFP
876
Gryphon Financial Partners
Ohio
-$1.76M -5,084 Closed
Verition Fund Management
877
Verition Fund Management
Connecticut
-$1.12M -3,690 Closed
TFA
878
Transamerica Financial Advisors
Florida
-$1.08M -3,554 Closed
Renaissance Technologies
879
Renaissance Technologies
New York
-$938K -3,100 Closed
OAM
880
Oppenheimer Asset Management
New York
-$797K -2,632 Closed
LSAG
881
Lake Street Advisors Group
New Hampshire
-$723K -2,388 Closed
AA
882
Ancora Advisors
Ohio
-$690K -2,278 Closed
Capital Fund Management (CFM)
883
Capital Fund Management (CFM)
France
-$761K -2,262 Closed
PWS
884
Peloton Wealth Strategists
Indiana
-$646K -2,135 Closed
SI
885
Shaker Investments
Ohio
-$429K -1,417 Closed
FC
886
Fairpointe Capital
Illinois
-$411K -1,356 Closed
AF
887
AMG Funds
Connecticut
-$393K -1,297 Closed
TP
888
Truvvo Partners
New York
-$377K -1,238 Closed
FF
889
Fluent Financial
Texas
-$369K -1,218 Closed
Qube Research & Technologies (QRT)
890
Qube Research & Technologies (QRT)
United Kingdom
-$361K -1,192 Closed
WAM
891
World Asset Management
Michigan
-$354K -1,169 Closed
PFM
892
Probabilities Fund Management
New York
-$325K -1,075 Closed
FWM
893
FFT Wealth Management
Pennsylvania
-$318K -1,050 Closed
SC
894
SouthState Corp
Florida
-$286K -944 Closed
HIC
895
Hartline Investment Corp
Illinois
-$254K -838 Closed
TTWM
896
TCV Trust & Wealth Management
Virginia
-$248K -817 Closed
FHC
897
First Heartland Consultants
Missouri
-$218K -722 Closed
WP
898
WealthSource Partners
California
-$218K -721 Closed
SSW
899
Smith Shellnut Wilson
Mississippi
-$214K -708 Closed
CC
900
Cypress Capital
Tennessee
-$204K -675 Closed

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.