State Street SPDR S&P MIDCAP 400 ETF Trust
1,297 hedge funds and large institutions have $14B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 350 increasing their positions, 439 reducing their positions, and 50 closing their positions.
146% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 50
10% more capital invested
Capital invested by funds: $12.7B → $14B (+$1.3B)
5% more funds holding
Funds holding: 1,233 → 1,297 (+64)
0.84% more ownership
Funds ownership: 61.39% → 62.23% (+0.84%)
3% less funds holding in top 10
Funds holding in top 10: 68 → 66 (-2)
20% less repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 439
36% less call options, than puts
Call options by funds: $182M | Put options by funds: $287M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$202M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$151M |
| 3 |
Goldman Sachs
New York
|
+$95.8M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$74M |
| 5 |
Morgan Stanley
New York
|
+$46.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$144M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$104M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$59.1M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$56.5M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$36.5M |
MDY Hedge Fund Activity: Q1 2024 in Review
1,297 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2024, worth a combined $14B — up 10% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new MDY positions and 50 closed out — a net gain of 73 holders — while 350 added to existing stakes and 439 trimmed.
The largest buyer was Bank of America, adding an estimated $202M. The largest seller was IMC Chicago, cutting an estimated $144M.
- 1,297 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2024, up from 1,233 in Q4 2023.
- Funds reported $14B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2024, up 10% quarter-over-quarter.
- 123 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2024 and 50 closed out, a net change of +73 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2024 was Bank of America, an estimated $202M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2024 was IMC Chicago, an estimated $144M sold.
Based on aggregated 13F filings for Q1 2024.