State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
82 hedge funds and large institutions have $257M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
70% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 23
6% more capital invested
Capital invested by funds: $241M → $257M (+$15.5M)
4% more funds holding
Funds holding: 79 → 82 (+3)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
15.37% less ownership
Funds ownership: 144.86% → 129.49% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.76M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.41M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.15M |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$1.5M |
| 5 |
SA
Strategic Advisors
New York
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.04M |
| 2 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$4.24M |
| 3 |
Jane Street
New York
|
-$1.09M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$1.07M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$814K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
76
Arcadia Investment Management
Kalamazoo,
Michigan
| $24K | +$23.5K | +513 | New |
|
|
NFG
77
Next Financial Group
Houston,
Texas
| $23K | -$27.5K | -600 | -55% |
|
|
CP
78
Corbenic Partners
Bethlehem,
Pennsylvania
| $16K | – | – | – |
|
79
JP Morgan Chase
New York
| $13K | – | – | – |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6K | +$138 | +3 | +2% |
|
|
IWM
81
IHT Wealth Management
Chicago,
Illinois
| $4K | +$7.57K | +165 | +122% |
|
|
SEIA
82
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$1.07M | -24,054 | Closed |
|
|
MCM
83
Manchester Capital Management
Manchester,
Vermont
| – | -$22K | -492 | Closed |
|
|
IF
84
Ironwood Financial
Tucson,
Arizona
| – | -$3K | -75 | Closed |
|
MDYG Hedge Fund Activity: Q1 2017 in Review
82 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2017, worth a combined $257M — up 6.4% from $241M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MDYG positions and 3 closed out — a net gain of 5 holders — while 39 added to existing stakes and 23 trimmed.
The largest buyer was UBS Group, adding an estimated $4.76M. The largest seller was Citadel Advisors, cutting an estimated $6.04M.
- 82 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2017, up from 79 in Q4 2016.
- Funds reported $257M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2017, up 6.4% quarter-over-quarter.
- 8 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2017 and 3 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2017 was UBS Group, an estimated $4.76M added.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2017 was Citadel Advisors, an estimated $6.04M sold.
Based on aggregated 13F filings for Q1 2017.