State Street SPDR S&P MIDCAP 400 ETF Trust
812 hedge funds and large institutions have $11.6B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 209 increasing their positions, 280 reducing their positions, and 24 closing their positions.
508% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 24
16% more funds holding
Funds holding: 698 → 812 (+114)
16% more funds holding in top 10
Funds holding in top 10: 93 → 108 (+15)
11% more capital invested
Capital invested by funds: $10.5B → $11.6B (+$1.15B)
5% more call options, than puts
Call options by funds: $710M | Put options by funds: $677M
0.78% more ownership
Funds ownership: 56.34% → 57.12% (+0.78%)
25% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 280
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$341M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$202M |
| 3 |
Barclays
London,
United Kingdom
|
+$113M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$85.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$149M |
| 2 |
SG Americas Securities
New York
|
-$138M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$101M |
| 4 |
V
Veritable
Wilmington,
Delaware
|
-$64.6M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$37.1M |
MDY Hedge Fund Activity: Q4 2017 in Review
812 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2017, worth a combined $11.6B — up 11% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new MDY positions and 24 closed out — a net gain of 122 holders — while 209 added to existing stakes and 280 trimmed.
The largest buyer was Citigroup, adding an estimated $341M. The largest seller was Morgan Stanley, cutting an estimated $149M.
- 812 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2017, up from 698 in Q3 2017.
- Funds reported $11.6B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2017, up 11% quarter-over-quarter.
- 146 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2017 and 24 closed out, a net change of +122 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2017 was Citigroup, an estimated $341M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2017 was Morgan Stanley, an estimated $149M sold.
Based on aggregated 13F filings for Q4 2017.