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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
BlackRock
76
BlackRock
New York
$23.9M +$671K +1,994 +3%
Victory Capital Management
77
Victory Capital Management
Texas
$23.8M -$24.8M -73,734 -52%
AssetMark Inc
78
AssetMark Inc
California
$23.8M -$692K -2,058 -3%
FCI
79
Financial Counselors Inc
Kansas
$23.6M +$1.78M +5,302 +8%
PI
80
Pachira Investments
California
$23M +$22.1M +65,600 +6,573%
CFA
81
Capstone Financial Advisors
Illinois
$22.4M -$1M -2,982 -4%
HNB
82
Huntington National Bank
Ohio
$22.4M
CA
83
Clearstead Advisors
Ohio
$22.4M -$911K -2,708 -4%
Comerica Bank
84
Comerica Bank
Texas
$22.3M +$5.03M +14,951 +31%
RIS
85
Retirement Income Solutions
Michigan
$21.4M -$229K -682 -1%
EVM
86
Evelyn V. Moreno
$21.3M -$1.68K -5 -0%
KWMG
87
King Wealth Management Group
Florida
$21M -$340K -1,011 -2%
GG
88
Gofen & Glossberg
Illinois
$20.8M +$1.62M +4,818 +9%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$20.1M -$42.4K -126 -0.2%
EC
90
Estate Counselors
Wisconsin
$19.9M -$698K -2,075 -3%
HBT
91
Hills Bank & Trust
Iowa
$19.9M -$78K -232 -0.4%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$19.2M +$5.34M +15,869 +40%
DWM
93
Dakota Wealth Management
Florida
$19M +$155K +462 +0.8%
HighTower Advisors
94
HighTower Advisors
Illinois
$18.7M -$237K -706 -1%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$18.6M
AG
96
Advisor Group
Arizona
$18.6M -$2.16M -6,407 -11%
William Blair & Company
97
William Blair & Company
Illinois
$18.6M +$5.05M +15,010 +39%
BC
98
Bartlett & Co
Ohio
$18.6M
PAI
99
Pittenger & Anderson Inc
Nebraska
$18.5M +$568K +1,688 +3%
MSL
100
Mackay Shields LLC
New York
$18.4M -$7.37M -21,916 -29%

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.