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State Street SPDR S&P 400 Mid Cap Growth ETF

221 hedge funds and large institutions have $1.72B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more capital invested

Capital invested by funds: $507M → $1.72B (+$1.21B)

48.54% more ownership

Funds ownership: 39.59%88.13% (+49%)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 224221 (-3)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.29%
New
24
Increased
80
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$505K +$5.88K +118 +1%
GJIC
127
Gamble Jones Investment Counsel
California
$488K -$648 -13 -0.1%
IAN
128
Integrated Advisors Network
Texas
$458K -$1.5K -30 -0.4%
LSA
129
Lion Street Advisors
Texas
$441K +$408K +8,195 New
BWM
130
BerganKDV Wealth Management
Minnesota
$440K -$357K -7,166 -47%
AF
131
Advisornet Financial
Minnesota
$417K -$42.5K -853 -10%
SPC
132
Sigma Planning Corp
Michigan
$414K +$383K +7,687 New
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$405K +$91.9K +1,845 +33%
IWM
134
IHT Wealth Management
Illinois
$394K +$365K +7,327 New
PP
135
Prudential plc
United Kingdom
$377K +$39.9K +800 +13%
IWC
136
Integrated Wealth Concepts
Massachusetts
$359K +$58.9K +1,183 +22%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$343K +$5.78K +116 +2%
PCIA
138
Prime Capital Investment Advisors
Kansas
$335K -$828K -16,627 -73%
SIC
139
Salem Investment Counselors
North Carolina
$323K
UCFA
140
United Capital Financial Advisors
Texas
$307K +$284K +5,705 New
IAIM
141
International Assets Investment Management
Florida
$306K +$38.2K +766 +16%
MWM
142
Meridian Wealth Management
Kentucky
$299K -$20.1K -403 -7%
LA
143
LexAurum Advisors
Kansas
$290K -$169K -3,385 -39%
Creative Planning
144
Creative Planning
Kansas
$278K -$59.9K -1,202 -19%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$277K +$164K +3,285 +176%
JWBC
146
John W. Brooker & Co
California
$276K +$399 +8 +0.2%
Bank of New York Mellon
147
Bank of New York Mellon
New York
$275K +$1.54K +31 +0.6%
ACM
148
AlphaStar Capital Management
North Carolina
$274K -$124K -2,498 -34%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$264K -$997 -20 -0.4%
SIA
150
Starfire Investment Advisers
Michigan
$260K +$199 +4 +0.1%

MDYG Hedge Fund Activity: Q2 2020 in Review

221 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2020, worth a combined $1.72B — up 238% from $507M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MDYG and 24 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 80 added.

The largest buyer was Envestnet Asset Management, adding an estimated $365M. The largest seller was Centerpoint Advisors, cutting an estimated $5.55M.

  • 221 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2020, down from 224 in Q1 2020.
  • Funds reported $1.72B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2020, up 238% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2020 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $365M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2020 was Centerpoint Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q2 2020.