State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
245 hedge funds and large institutions have $1.7B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.
243% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 14
76% more capital invested
Capital invested by funds: $968M → $1.7B (+$735M)
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+4)
14.55% more ownership
Funds ownership: 68.17% → 82.72% (+15%)
13% more funds holding
Funds holding: 216 → 245 (+29)
15% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$277M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$157M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$82.7M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$34.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$56.9M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$33.7M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$14.1M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$10.1M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$8.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
251
Arrow Financial
Glens Falls,
New York
| – | -$215K | -3,750 | Closed |
|
252
Mercer Global Advisors
Denver,
Colorado
| – | -$211K | -3,678 | Closed |
|
|
DI
253
DFPG Investments
Sandy,
Utah
| – | -$202K | -3,338 | Closed |
|
|
FHA
254
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$165K | -2,878 | Closed |
|
|
NNP
255
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$25K | -435 | Closed |
|
|
PFS
256
Prospera Financial Services
Dallas,
Texas
| – | -$9K | -165 | Closed |
|
|
DI
257
Disciplined Investments
Tulsa,
Oklahoma
| – | -$7K | -119 | Closed |
|
|
LWM
258
Liberty Wealth Management
Oakland,
California
| – | -$2K | -43 | Closed |
|
|
JCM
259
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$1K | -12 | Closed |
|
MDYG Hedge Fund Activity: Q4 2020 in Review
245 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2020, worth a combined $1.7B — up 76% from $968M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new MDYG positions and 14 closed out — a net gain of 34 holders — while 74 added to existing stakes and 87 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $277M. The largest seller was Financial Engines Advisors, cutting an estimated $56.9M.
- 245 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2020, up from 216 in Q3 2020.
- Funds reported $1.7B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2020, up 76% quarter-over-quarter.
- 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2020 and 14 closed out, a net change of +34 holders.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $277M added.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $56.9M sold.
Based on aggregated 13F filings for Q4 2020.