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State Street SPDR S&P 400 Mid Cap Growth ETF

54 hedge funds and large institutions have $79.5M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

19.51% more ownership

Funds ownership: 77.89%97.4% (+20%)

10% more capital invested

Capital invested by funds: $72M → $79.5M (+$7.5M)

8% more funds holding

Funds holding: 5054 (+4)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
10
Increased
20
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$455K +$234K +5,691 +93%
ASN
27
Advisory Services Network
Georgia
$337K +$358K +8,703 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$304K -$42K -1,020 -11%
VFS
29
VSR Financial Services
Kansas
$247K +$33.3K +810 +15%
FAAS
30
First Allied Advisory Services
California
$230K -$170K -4,122 -41%
SIC
31
Salem Investment Counselors
North Carolina
$230K
SG Americas Securities
32
SG Americas Securities
New York
$226K -$761K -18,504 -76%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$219K -$192K -4,665 -45%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$174K -$1.23K -30 -0.7%
AF
35
Arrow Financial
New York
$145K
MFS
36
MSI Financial Services
Massachusetts
$137K +$38K +924 +35%
AIG
37
American International Group
New York
$122K +$21.7K +528 +20%
Creative Planning
38
Creative Planning
Kansas
$122K +$130K +3,153 New
FHA
39
First Horizon Advisors
Tennessee
$121K
FIM
40
Freedom Investment Management
Connecticut
$108K +$758K +18,420 +126%
BWA
41
Burt Wealth Advisors
Maryland
$102K +$5.43K +132 +5%
GT
42
Glenmede Trust
Pennsylvania
$69K
Citigroup
43
Citigroup
New York
$34K +$6.66K +162 +23%
NFG
44
Next Financial Group
Texas
$32K +$34.5K +840 New
AWM
45
Avior Wealth Management
Nebraska
$27K +$123 +3 +0.4%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$24K +$20.7K +504 +420%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$20K
MCM
48
Manchester Capital Management
Vermont
$19K
VIA
49
Vantage Investment Advisors
Pennsylvania
$18K +$15.1K +366 +421%
S
50
SignatureFD
Georgia
$17K +$18.5K +450 New

MDYG Hedge Fund Activity: Q3 2015 in Review

54 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2015, worth a combined $79.5M — up 10% from $72M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MDYG positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Noven Financial Group, opening a new position worth an estimated $13.6M. The largest seller was Chartist Inc, cutting an estimated $5.86M.

  • 54 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2015, up from 50 in Q2 2015.
  • Funds reported $79.5M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2015, up 10% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2015 and 5 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2015 was Noven Financial Group, an estimated $13.6M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2015 was Chartist Inc, an estimated $5.86M sold.

Based on aggregated 13F filings for Q3 2015.