State Street SPDR S&P MIDCAP 400 ETF Trust
1,155 hedge funds and large institutions have $11.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 284 increasing their positions, 407 reducing their positions, and 50 closing their positions.
80% more call options, than puts
Call options by funds: $882M | Put options by funds: $490M
44% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 50
5% more capital invested
Capital invested by funds: $11.3B → $11.9B (+$575M)
1% more funds holding
Funds holding: 1,138 → 1,155 (+17)
0.88% more ownership
Funds ownership: 60.08% → 60.97% (+0.88%)
4% less funds holding in top 10
Funds holding in top 10: 73 → 70 (-3)
30% less repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 407
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$95.1M |
| 2 |
Barclays
London,
United Kingdom
|
+$60.3M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$49.9M |
| 4 |
BlackRock
New York
|
+$40.5M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$81.9M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$51.7M |
| 3 |
Goldman Sachs
New York
|
-$49.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$35.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$33.1M |
MDY Hedge Fund Activity: Q2 2023 in Review
1,155 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2023, worth a combined $11.9B — up 5.1% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new MDY positions and 50 closed out — a net gain of 22 holders — while 284 added to existing stakes and 407 trimmed.
The largest buyer was Houlihan Financial Resource Group, adding an estimated $95.1M. The largest seller was Royal Bank of Canada, cutting an estimated $81.9M.
- 1,155 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2023, up from 1,138 in Q1 2023.
- Funds reported $11.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2023, up 5.1% quarter-over-quarter.
- 72 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2023 and 50 closed out, a net change of +22 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $95.1M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2023 was Royal Bank of Canada, an estimated $81.9M sold.
Based on aggregated 13F filings for Q2 2023.