State Street SPDR S&P MIDCAP 400 ETF Trust
1,157 hedge funds and large institutions have $11.3B 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, 297 increasing their positions, 403 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
0% more funds holding
Funds holding: 1,155 → 1,157 (+2)
0.1% more ownership
Funds ownership: 60.97% → 61.06% (+0.1%)
5% less capital invested
Capital invested by funds: $11.9B → $11.3B (-$549M)
13% less funds holding in top 10
Funds holding in top 10: 70 → 61 (-9)
26% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 403
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$461M |
| 2 |
Goldman Sachs
New York
|
+$86.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$78M |
| 4 |
Squarepoint
New York
|
+$64M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$32.3M |
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
1,157 of the 6,310 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 $11.3B — down 4.6% 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 297 added to existing stakes and 403 trimmed.
The largest buyer was Pathstone Family Office, adding an estimated $461M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $100M.
- 1,157 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2023, up from 1,155 in Q2 2023.
- Funds reported $11.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2023, down 4.6% 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 Pathstone Family Office, an estimated $461M 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.