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State Street SPDR S&P MIDCAP 400 ETF Trust

932 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

21% more call options, than puts

Call options by funds: $291M | Put options by funds: $241M

10% more funds holding

Funds holding: 847932 (+85)

9% more funds holding in top 10

Funds holding in top 10: 8289 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$700M)

3.45% more ownership

Funds ownership: 55.36%58.8% (+3.4%)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 349

Holders
932
Holders Change
+85
Holders Change %
+10.04%
% of All Funds
18.36%
Holding in Top 10
89
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.54%
% of All Funds
1.75%
New
134
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
876
Semmax Financial Advisors
North Carolina
$61K -$12.7K -35 -18%
NPP
877
New Potomac Partners
Maryland
$60K
1832 Asset Management
878
1832 Asset Management
Ontario, Canada
$59K
BFEC
879
Benjamin F. Edwards & Company
Missouri
$59K
Parallax Volatility Advisers
880
Parallax Volatility Advisers
California
$58K -$10.1M -27,891 -99%
LWM
881
Lenox Wealth Management
Ohio
$57K
TJHA
882
Thomas J. Herzfeld Advisors
Florida
$56K
ONST
883
Old North State Trust
North Carolina
$55K
AAP
884
Arax Advisory Partners
Colorado
$53K
ACA
885
Atlas Capital Advisors
Wyoming
$52.4K +$36.1K +100 +256%
TIM
886
Tortoise Investment Management
New York
$51K
PFGIA
887
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$38.3K +106 +353%
OAM
888
Oppenheimer Asset Management
New York
$51K +$48.4K +134 New
1NWS
889
1 North Wealth Services
Maryland
$45K +$43K +119 New
TWP
890
TFO Wealth Partners
Ohio
$45K +$44.1K +122 New
CH
891
Canton Hathaway
Rhode Island
$43K
PW
892
Price Wealth
Texas
$43K
GTAM
893
Global Trust Asset Management
Florida
$42K
AFIA
894
America First Investment Advisors
Nebraska
$41K
WWM
895
Willingdon Wealth Management
North Carolina
$41K
WCG
896
Weaver Consulting Group
California
$39K +$11.9K +33 +43%
WQ
897
Wealth Quarterback
New Jersey
$38.3K +$36.9K +102 New
AIM
898
Anchor Investment Management
South Carolina
$37.5K
VCP
899
Verus Capital Partners
Arizona
$35K +$34K +94 New
AF
900
Arrow Financial
New York
$33K

MDY Hedge Fund Activity: Q4 2019 in Review

932 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2019, worth a combined $11.2B — up 6.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MDY positions and 40 closed out — a net gain of 94 holders — while 224 added to existing stakes and 349 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $64.4M. The largest seller was Citigroup, cutting an estimated $94.1M.

  • 932 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2019, up from 847 in Q3 2019.
  • Funds reported $11.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 134 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2019 and 40 closed out, a net change of +94 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2019 was SG Americas Securities, an estimated $64.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2019 was Citigroup, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2019.