State Street SPDR S&P MIDCAP 400 ETF Trust
1,136 hedge funds and large institutions have $11.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 305 increasing their positions, 416 reducing their positions, and 68 closing their positions.
25% more call options, than puts
Call options by funds: $517M | Put options by funds: $413M
15% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 68
1% less capital invested
Capital invested by funds: $11.3B → $11.3B (-$67.4M)
1% less funds holding
Funds holding: 1,145 → 1,136 (-9)
1.14% less ownership
Funds ownership: 61.52% → 60.38% (-1.1%)
5% less funds holding in top 10
Funds holding in top 10: 77 → 73 (-4)
27% less repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 416
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$70.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$69.7M |
| 3 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$62.1M |
| 4 |
Morgan Stanley
New York
|
+$60.2M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$53.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$130M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$63.9M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$58.3M |
| 4 |
Goldman Sachs
New York
|
-$42.8M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$37.3M |
MDY Hedge Fund Activity: Q1 2023 in Review
1,136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2023, worth a combined $11.3B — down 0.59% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new MDY positions and 68 closed out — a net gain of 10 holders — while 305 added to existing stakes and 416 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $70.7M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $130M.
- 1,136 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2023, down from 1,145 in Q4 2022.
- Funds reported $11.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2023, down 0.59% quarter-over-quarter.
- 78 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2023 and 68 closed out, a net change of +10 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2023 was JP Morgan Chase, an estimated $70.7M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2023 was Kayne Anderson Rudnick Investment Management, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2023.