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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $637M → $1.12B (+$486M)

44% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 57

28.82% more ownership

Funds ownership: 36.99%65.81% (+29%)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 188190 (+2)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
4.17%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.29%
New
17
Increased
82
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Windsor Wealth Management
Indiana
$617K -$91.2K -1,691 -13%
FI
102
FormulaFolio Investments
Michigan
$608K +$611K +11,326 New
PP
103
Prudential plc
United Kingdom
$564K +$237K +4,400 +72%
GJIC
104
Gamble Jones Investment Counsel
California
$561K +$116K +2,152 +26%
KM
105
Kalos Management
Georgia
$560K +$46K +853 +9%
NFG
106
Next Financial Group
Texas
$498K +$157K +2,909 +46%
GWM
107
Geneos Wealth Management
Colorado
$491K -$7.82K -145 -2%
FVWA
108
Foster Victor Wealth Advisors
South Carolina
$489K -$3.29K -61 -0.7%
PA
109
PFG Advisors
Arizona
$486K +$100K +1,857 +25%
SCA
110
Snowden Capital Advisors
New York
$477K +$37.3K +691 +8%
OAM
111
Occidental Asset Management
California
$473K +$37.1K +688 +8%
FHC
112
First Heartland Consultants
Missouri
$450K +$41.2K +763 +10%
APA
113
American Portfolios Advisors
New York
$415K +$22.4K +415 +6%
OCM
114
One Capital Management
California
$408K +$8.36K +155 +2%
DADC
115
D.A. Davidson & Co
Montana
$383K -$4.53K -84 -1%
PCS
116
Personal CFO Solutions
New Jersey
$370K +$371K +6,880 New
Creative Planning
117
Creative Planning
Kansas
$354K +$58K +1,075 +20%
AF
118
Advisornet Financial
Minnesota
$335K -$34.9K -647 -9%
SIC
119
Salem Investment Counselors
North Carolina
$322K
MWPCG
120
Measured Wealth Private Client Group
New Hampshire
$319K +$321K +5,944 New
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$308K +$180K +3,340 +140%
IA
122
IFG Advisors
Missouri
$296K +$297K +5,508 New
CAN
123
Cetera Advisor Networks
California
$286K +$13.8K +256 +5%
PGAM
124
Princeton Global Asset Management
New Jersey
$270K
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$266K +$222K +4,122 +497%

MDYG Hedge Fund Activity: Q3 2019 in Review

190 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2019, worth a combined $1.12B — up 76% from $637M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MDYG positions and 15 closed out — a net gain of 2 holders — while 82 added to existing stakes and 57 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $555M. The largest seller was Financial Engines Advisors, cutting an estimated $32.5M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2019, up from 188 in Q2 2019.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2019, up 76% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2019 and 15 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $555M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $32.5M sold.

Based on aggregated 13F filings for Q3 2019.