State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
216 hedge funds and large institutions have $968M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 106 reducing their positions, and 20 closing their positions.
2% less funds holding
Funds holding: 221 → 216 (-5)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
19.96% less ownership
Funds ownership: 88.13% → 68.17% (-20%)
44% less capital invested
Capital invested by funds: $1.72B → $968M (-$748M)
48% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$10.7M |
| 2 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$9.02M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.45M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$3.23M |
| 5 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$417M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$213M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$126M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$55.5M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$14.9M |
MDYG Hedge Fund Activity: Q3 2020 in Review
216 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2020, worth a combined $968M — down 44% from $1.72B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of MDYG and 18 opened new positions — a net loss of 2 holders — while 106 trimmed existing stakes and 55 added.
The largest buyer was IHT Wealth Management, adding an estimated $10.7M. The largest seller was Envestnet Asset Management, cutting an estimated $417M.
- 216 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2020, down from 221 in Q2 2020.
- Funds reported $968M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2020, down 44% quarter-over-quarter.
- 18 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2020 and 20 closed out, a net change of -2 holders.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2020 was IHT Wealth Management, an estimated $10.7M added.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2020 was Envestnet Asset Management, an estimated $417M sold.
Based on aggregated 13F filings for Q3 2020.