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State Street SPDR S&P 400 Mid Cap Growth ETF

43 hedge funds and large institutions have $56.7M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

3.03% more ownership

Funds ownership: 77.29%80.32% (+3%)

2% more funds holding

Funds holding: 4243 (+1)

3% more capital invested

Capital invested by funds: $55M → $56.7M (+$1.65M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
15
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$196K -$1.27K -33 -0.6%
OCM
27
One Capital Management
California
$163K +$167K +4,335 New
EIM
28
Emerson Investment Management
Massachusetts
$152K +$156K +4,053 New
AF
29
Arrow Financial
New York
$141K
Creative Planning
30
Creative Planning
Kansas
$119K
NES
31
New England Securities
New York
$97K +$230 +6 +0.2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$91K +$2.88K +75 +3%
OIA
33
Optimum Investment Advisors
Illinois
$79K
GT
34
Glenmede Trust
Pennsylvania
$67K
AIG
35
American International Group
New York
$43.6K +$807 +21 +2%
PTC
36
Private Trust Company
Ohio
$43K
AWM
37
Avior Wealth Management
Nebraska
$41K +$115 +3 +0.3%
PAG
38
Private Advisor Group
New Jersey
$31K +$31.7K +825 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$19K +$19.6K +510 New
Citigroup
40
Citigroup
New York
$14K
CP
41
Corbenic Partners
Pennsylvania
$13K
BRWM
42
B. Riley Wealth Management
Tennessee
$6K +$346 +9 +6%
VIA
43
Vantage Investment Advisors
Pennsylvania
$3K
VKH
44
Virtu KCG Holdings
New York
-$2.81M -72,120 Closed
Ameriprise
45
Ameriprise
Minnesota
-$32K -834 Closed
M&T Bank
46
M&T Bank
New York
-$22K -564 Closed
PAS
47
Partnervest Advisory Services
California
-$17K -450 Closed

MDYG Hedge Fund Activity: Q3 2014 in Review

43 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2014, worth a combined $56.7M — up 3% from $55M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MDYG positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.34M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $2.81M sold.

  • 43 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2014, up from 42 in Q2 2014.
  • Funds reported $56.7M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2014, up 3% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2014 and 4 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $3.34M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2014 was Virtu KCG Holdings, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2014.