State Street SPDR S&P MIDCAP 400 ETF Trust
1,025 hedge funds and large institutions have $12.4B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 258 increasing their positions, 360 reducing their positions, and 56 closing their positions.
1.11% more ownership
Funds ownership: 60.17% → 61.28% (+1.1%)
5% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 56
4% less capital invested
Capital invested by funds: $12.9B → $12.4B (-$458M)
1% less funds holding
Funds holding: 1,040 → 1,025 (-15)
6% less funds holding in top 10
Funds holding in top 10: 71 → 67 (-4)
28% less repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 360
89% less call options, than puts
Call options by funds: $181M | Put options by funds: $1.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$150M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$78.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$56.4M |
| 4 |
HF
HRT Financial
New York
|
+$54.6M |
| 5 |
Morgan Stanley
New York
|
+$50.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$396M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$74.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$62.2M |
| 4 |
SG Americas Securities
New York
|
-$35.9M |
| 5 |
JP Morgan Chase
New York
|
-$32M |
MDY Hedge Fund Activity: Q3 2021 in Review
1,025 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q3 2021, worth a combined $12.4B — down 3.6% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new MDY positions and 56 closed out — a net gain of 3 holders — while 258 added to existing stakes and 360 trimmed.
The largest buyer was UBS Group, adding an estimated $150M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $396M.
- 1,025 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2021, down from 1,040 in Q2 2021.
- Funds reported $12.4B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2021, down 3.6% quarter-over-quarter.
- 59 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q3 2021 and 56 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q3 2021 was UBS Group, an estimated $150M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $396M sold.
Based on aggregated 13F filings for Q3 2021.