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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
CRC
126
Curi RMB Capital
Illinois
$13.8M -$698K -1,930 -5%
OFS
127
Oldfather Financial Services
Nebraska
$13.5M +$13.1M +36,160 New
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$13.1M -$457K -1,265 -3%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$12.9M +$1.8M +4,967 +17%
TF
130
TIAA FSB
Florida
$12.7M -$26K -72 -0.2%
CWM
131
Confluence Wealth Management
Oregon
$12.4M -$205K -568 -2%
WAAG
132
Wealth Alliance Advisory Group
Kansas
$12.3M +$66.9K +185 +0.6%
ECM
133
ExodusPoint Capital Management
New York
$11.9M +$5.67M +15,686 +98%
OC
134
Oppenheimer & Co
New York
$11.8M +$545K +1,509 +5%
MA
135
MUFG Americas
New York
$11.7M -$179K -496 -2%
LW
136
Linscomb Wealth
Texas
$11.7M -$150K -414 -1%
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$11.6M +$11.2M +30,850 New
G
138
GenTrust
Florida
$11.6M -$771K -2,133 -7%
FFBTD
139
First Financial Bank - Trust Division
Ohio
$11.5M -$240K -664 -2%
KIA
140
KCM Investment Advisors
California
$11.5M -$260K -720 -2%
AG
141
Advisor Group
Arizona
$11.5M -$3.69M -10,201 -25%
ECM
142
Exchange Capital Management
Michigan
$11.4M -$268K -741 -2%
ONB
143
Old National Bancorp
Indiana
$11.4M -$104K -288 -0.9%
MBTD
144
Mechanics Bank - Trust Department
California
$11.2M -$155K -430 -1%
CCT
145
Country Club Trust
Missouri
$10.6M +$8.68K +24 +0.1%
FWM
146
Frontier Wealth Management
Missouri
$10.6M +$361 +1 +0%
EWM
147
Evercore Wealth Management
New York
$10.5M -$321K -889 -3%
IA
148
IFG Advisors
Missouri
$10.1M +$539K +1,490 +6%
KFP
149
KMG Fiduciary Partners
Ohio
$9.81M +$291K +805 +3%
FMC
150
First Merchants Corp
Indiana
$9.55M -$320K -885 -3%

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.