State Street SPDR S&P MIDCAP 400 ETF Trust
1,233 hedge funds and large institutions have $12.7B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 329 increasing their positions, 392 reducing their positions, and 60 closing their positions.
160% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 60
79% more call options, than puts
Call options by funds: $932M | Put options by funds: $521M
12% more capital invested
Capital invested by funds: $11.3B → $12.7B (+$1.34B)
11% more funds holding in top 10
Funds holding in top 10: 61 → 68 (+7)
7% more funds holding
Funds holding: 1,157 → 1,233 (+76)
0.32% more ownership
Funds ownership: 61.06% → 61.39% (+0.32%)
16% less repeat investments, than reductions
Existing positions increased: 329 | Existing positions reduced: 392
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$139M |
| 2 |
Morgan Stanley
New York
|
+$131M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$102M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$84.3M |
| 5 |
JP Morgan Chase
New York
|
+$63.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$107M |
| 2 |
Squarepoint
New York
|
-$97.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$87.9M |
| 4 |
Goldman Sachs
New York
|
-$67.5M |
| 5 |
HF
HRT Financial
New York
|
-$25.7M |
MDY Hedge Fund Activity: Q4 2023 in Review
1,233 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2023, worth a combined $12.7B — up 12% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new MDY positions and 60 closed out — a net gain of 96 holders — while 329 added to existing stakes and 392 trimmed.
The largest buyer was IMC Chicago, opening a new position worth an estimated $139M. The largest seller was Bank of America, cutting an estimated $107M.
- 1,233 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2023, up from 1,157 in Q3 2023.
- Funds reported $12.7B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2023, up 12% quarter-over-quarter.
- 156 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2023 and 60 closed out, a net change of +96 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2023 was IMC Chicago, an estimated $139M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2023 was Bank of America, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2023.