State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
1,156 hedge funds and large institutions have $12.6B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 299 increasing their positions, 401 reducing their positions, and 46 closing their positions.
109% more call options, than puts
Call options by funds: $994M | Put options by funds: $477M
41% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 46
6.49% more ownership
Funds ownership: 60.93% → 67.42% (+6.5%)
6% more capital invested
Capital invested by funds: $11.9B → $12.6B (+$691M)
0% more funds holding
Funds holding: 1,153 → 1,156 (+3)
11% less funds holding in top 10
Funds holding in top 10: 70 → 62 (-8)
25% less repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 401
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$1.2B |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$461M |
| 3 |
Goldman Sachs
New York
|
+$86.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$78M |
| 5 |
Squarepoint
New York
|
+$64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$100M |
| 2 |
Barclays
London,
United Kingdom
|
-$60.2M |
| 3 |
Morgan Stanley
New York
|
-$37.5M |
| 4 |
BlackRock
New York
|
-$37.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$35.4M |
MDY Hedge Fund Activity: Q3 2023 in Review
1,156 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q3 2023, worth a combined $12.6B — up 5.8% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new MDY positions and 46 closed out — a net gain of 19 holders — while 299 added to existing stakes and 401 trimmed.
The largest buyer was Granite Bay Wealth Management, adding an estimated $1.2B. The largest seller was Houlihan Financial Resource Group, cutting an estimated $100M.
- 1,156 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2023, up from 1,153 in Q2 2023.
- Funds reported $12.6B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2023, up 5.8% quarter-over-quarter.
- 65 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q3 2023 and 46 closed out, a net change of +19 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $1.2B added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $100M sold.
Based on aggregated 13F filings for Q3 2023.