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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
CCM
951
Crabel Capital Management
California
-$358K -1,017 Closed
SFWA
952
Summit Financial Wealth Advisors
Louisiana
-$336K -964 Closed
RMCM
953
Reynders McVeigh Capital Management
Massachusetts
-$256K -727 Closed
CG
954
Caprock Group
Idaho
-$256K -723 Closed
Renaissance Technologies
955
Renaissance Technologies
New York
-$247K -700 Closed
EWF
956
Epstein & White Financial
California
-$226K -643 Closed
DAS
957
Dynamic Advisor Solutions
Arizona
-$220K -625 Closed
LB
958
Landmark Bank
Missouri
-$200K -568 Closed
KWA
959
KCS Wealth Advisory
California
-$183K -519 Closed
FM
960
Family Management
New York
-$157K -446 Closed
Walleye Trading
961
Walleye Trading
New York
-$93.3K -258 Closed
QCIG
962
Quad-Cities Investment Group
Iowa
-$91K -257 Closed
FA
963
Financial Advantage
Maryland
-$70K -200 Closed
LGWM
964
Litman Gregory Wealth Management
California
-$56K -158 Closed
TL
965
TrueWealth LLC
Georgia
-$54K -154 Closed
HS
966
Horan Securities
United States
-$44K -125 Closed
AIS
967
Accurate Investment Solutions
Pennsylvania
-$23K -64 Closed
FGAM
968
Financial Gravity Asset Management
Texas
-$20K -58 Closed
SB
969
Strategic Blueprint
Georgia
-$17K -48 Closed
EWM
970
Elmwood Wealth Management
California
-$13K -36 Closed
AIM
971
Astor Investment Management
Illinois
-$10K -31 Closed
SWP
972
Strategic Wealth Partners
Ohio
-$9 -28 Closed
CT
973
Clearstead Trust
Maine
-$6K -18 Closed
CAN
974
Claraphi Advisory Network
United States
-$1K -2 Closed

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.