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State Street SPDR S&P 400 Mid Cap Growth ETF

221 hedge funds and large institutions have $1.72B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more capital invested

Capital invested by funds: $507M → $1.72B (+$1.21B)

48.54% more ownership

Funds ownership: 39.59%88.13% (+49%)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 224221 (-3)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.29%
New
24
Increased
80
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
Surevest
California
-$281K -6,557 Closed
ACG
227
Allen Capital Group
Nebraska
-$218K -5,100 Closed
PCS
228
Personal CFO Solutions
New Jersey
-$218K -5,093 Closed
CG
229
Colony Group
Massachusetts
-$210K -4,894 Closed
5L
230
55I LLC
Massachusetts
-$200K -4,296 Closed
WAP
231
Wealthcare Advisory Partners
Pennsylvania
-$175K -4,097 Closed
SMFS
232
Squar Milner Financial Services
California
-$115K -2,699 Closed
SL
233
Salomon & Ludwin
Virginia
-$98K -2,300 Closed
EWP
234
Engrave Wealth Partners
Texas
-$46K -1,093 Closed
MWM
235
MBE Wealth Management
Wisconsin
-$46K -1,090 Closed
SF
236
Synovus Financial
Georgia
-$44K -1,040 Closed
FGAM
237
Financial Gravity Asset Management
Texas
-$38.1K -891 Closed
CFB
238
Cullen/Frost Bankers
Texas
-$26K -602 Closed
EWM
239
EPG Wealth Management
Georgia
-$17K -385 Closed
CAC
240
Certified Advisory Corp
Florida
-$7K -175 Closed
FEG
241
Financial Enhancement Group
Indiana
-$5K -121 Closed
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
-$5.48K -110 -92%
AF
243
Allworth Financial
California
-$4K -91 Closed
WP
244
WealthShield Partners
North Carolina
-$2K -48 Closed
RDWM
245
Red Door Wealth Management
Tennessee
-$1K -33 Closed
AA
246
Advisory Alpha
Michigan
-$825 -18 Closed

MDYG Hedge Fund Activity: Q2 2020 in Review

221 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2020, worth a combined $1.72B — up 238% from $507M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MDYG and 24 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 80 added.

The largest buyer was Envestnet Asset Management, adding an estimated $365M. The largest seller was Centerpoint Advisors, cutting an estimated $5.55M.

  • 221 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2020, down from 224 in Q1 2020.
  • Funds reported $1.72B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2020, up 238% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2020 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $365M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2020 was Centerpoint Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q2 2020.