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State Street SPDR S&P 400 Mid Cap Growth ETF

158 hedge funds and large institutions have $434M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 33

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

27.75% more ownership

Funds ownership: 87.2%114.96% (+28%)

22% more capital invested

Capital invested by funds: $356M → $434M (+$78.3M)

9% more funds holding

Funds holding: 145158 (+13)

Holders
158
Holders Change
+13
Holders Change %
+8.97%
% of All Funds
3.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
27
Increased
75
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
101
MFA Wealth Advisors
Pennsylvania
$205K -$5.31M -100,026 -96%
AF
102
Arrow Financial
New York
$197K -$5.58K -105 -3%
IWM
103
IHT Wealth Management
Illinois
$185K -$319 -6 -0.2%
IA
104
IFP Advisors
Florida
$182K
BWA
105
Burt Wealth Advisors
Maryland
$182K +$5.42K +102 +3%
APA
106
American Portfolios Advisors
New York
$169K +$59.6K +1,122 +53%
FHA
107
First Horizon Advisors
Tennessee
$150K
AIM
108
Arcadia Investment Management
Michigan
$142K
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$124K -$12.4K -234 -9%
Citigroup
110
Citigroup
New York
$111K +$27.4K +516 +32%
RCAG
111
Rehmann Capital Advisory Group
Michigan
$104K +$105K +1,980 New
VIA
112
Vantage Investment Advisors
Pennsylvania
$102K -$9.08K -171 -8%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$98K -$3.18M -59,877 -97%
GT
114
Glenmede Trust
Pennsylvania
$93K
AWM
115
Avior Wealth Management
Nebraska
$86K +$22.8K +429 +36%
CFD
116
Creative Financial Designs
Indiana
$84K -$21K -396 -20%
DWM
117
Destination Wealth Management
California
$78K +$79.2K +1,491 New
OIA
118
Optimum Investment Advisors
Illinois
$75K +$76.1K +1,434 New
CT
119
CPF Texas
Texas
$73K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$50K -$2.55K -48 -5%
NWM
121
Northwest Wealth Management
Iowa
$50K +$50.3K +948 New
AWA
122
Acorn Wealth Advisors
Michigan
$47K +$10.8K +204 +30%
William Blair & Company
123
William Blair & Company
Illinois
$47K +$47.8K +900 New
LFG
124
LifePlan Financial Group
Ohio
$45K +$45.4K +855 New
PFBT
125
Parkside Financial Bank & Trust
Missouri
$44K -$4.14K -78 -9%

MDYG Hedge Fund Activity: Q1 2018 in Review

158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2018, worth a combined $434M — up 22% from $356M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MDYG positions and 13 closed out — a net gain of 14 holders — while 75 added to existing stakes and 33 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.9M. The largest seller was MFA Wealth Advisors, cutting an estimated $5.31M.

  • 158 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2018, up from 145 in Q4 2017.
  • Funds reported $434M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2018, up 22% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2018 and 13 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2018 was JP Morgan Chase, an estimated $15.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2018 was MFA Wealth Advisors, an estimated $5.31M sold.

Based on aggregated 13F filings for Q1 2018.