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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $600M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

22% more capital invested

Capital invested by funds: $493M → $600M (+$108M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 179190 (+11)

7.28% less ownership

Funds ownership: 43.28%36% (-7.3%)

Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
4.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
32
Increased
73
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$6.1M +$3.63M +71,647 +161%
WFPG
27
Waller Financial Planning Group
Ohio
$6.01M +$399K +7,884 +8%
CWA
28
Clarus Wealth Advisors
Arizona
$5.75M +$5.54M +109,456 New
JFA
29
JNBA Financial Advisors
Minnesota
$5.46M +$771K +15,226 +17%
SA
30
Strategic Advisors
New York
$5.15M +$373K +7,359 +8%
GIA
31
GHP Investment Advisors
Colorado
$4.88M +$548K +10,822 +13%
SFM
32
Signet Financial Management
New Jersey
$4.67M +$1M +19,777 +30%
TWP
33
Total Wealth Planning
Ohio
$4.6M +$259K +5,109 +6%
FAAS
34
First Allied Advisory Services
California
$4.32M +$531K +10,478 +15%
GIA
35
Gladstone Institutional Advisory
Florida
$4.3M +$4.15M +81,927 New
AG
36
Advisor Group
Arizona
$4.17M +$1.26M +24,932 +46%
HA
37
Harborview Advisors
Maine
$4.16M +$17.7K +349 +0.4%
CCP
38
Cardan Capital Partners
Colorado
$4.01M +$86.4K +1,707 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.88M +$2.7M +53,270 +260%
EFL
40
ERn Financial LLC
Wisconsin
$3.74M +$221K +4,357 +7%
AWM
41
AE Wealth Management
Kansas
$3.69M +$3.56M +70,228 New
SS
42
Simplicity Solutions
Minnesota
$3.6M +$3.47M +68,464 New
SEIA
43
Signature Estate & Investment Advisors
California
$3.58M +$9.77K +193 +0.3%
SWM
44
Shakespeare Wealth Management
Wisconsin
$3.52M +$110K +2,163 +3%
RJA
45
Raymond James & Associates
Florida
$3.22M +$111K +2,190 +4%
MWM
46
Marietta Wealth Management
Georgia
$3.06M -$112K -2,216 -4%
VFA
47
Voya Financial Advisors
Connecticut
$2.64M -$434K -8,575 -15%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.62M +$69.6K +1,375 +3%
FWM
49
Foresight Wealth Management
Utah
$2.6M +$290K +5,732 +13%
Stifel Financial
50
Stifel Financial
Missouri
$2.54M -$534K -10,548 -18%

MDYG Hedge Fund Activity: Q1 2019 in Review

190 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2019, worth a combined $600M — up 22% from $493M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYG positions and 19 closed out — a net gain of 13 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $21.7M. The largest seller was Financial Engines Advisors, cutting an estimated $54M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2019, up from 179 in Q4 2018.
  • Funds reported $600M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2019 and 19 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2019 was Carroll Financial Associates, an estimated $21.7M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2019 was Financial Engines Advisors, an estimated $54M sold.

Based on aggregated 13F filings for Q1 2019.