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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $600M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

22% more capital invested

Capital invested by funds: $493M → $600M (+$108M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 179190 (+11)

7.28% less ownership

Funds ownership: 43.28%36% (-7.3%)

Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
4.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
32
Increased
73
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$44K -$131K -2,583 -76%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$43K +$15.9K +313 +129%
US Bancorp
153
US Bancorp
Minnesota
$38K
DWM
154
Destination Wealth Management
California
$35K
BWM
155
Baystate Wealth Management
Massachusetts
$33K -$1.52K -30 -5%
AIM
156
Anchor Investment Management
South Carolina
$31.5K
CFB
157
Cullen/Frost Bankers
Texas
$31K +$30.1K +594 New
PCA
158
Peddock Capital Advisors
Massachusetts
$30K
RFWA
159
RPg Family Wealth Advisory
Massachusetts
$28.7K
MFW
160
Mosaic Family Wealth
Missouri
$27K -$237K -4,688 -90%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$27K
SA
162
SRH Advisors
Kansas
$27K +$51 +1 +0.2%
MIM
163
Macroview Investment Management
Maryland
$25K +$24K +473 New
FRA
164
Front Row Advisors
California
$24K
BEI
165
Benjamin Edwards Inc
Missouri
$23K +$22K +435 New
TFGT
166
TS Financial Group (TSFG)
Illinois
$22K +$21.4K +423 New
TWA
167
TCI Wealth Advisors
Arizona
$21K
WEC
168
Winslow Evans & Crocker
Massachusetts
$18K
GRP
169
Global Retirement Partners
California
$17K +$2.94K +58 +22%
PMFA
170
Plante Moran Financial Advisors
Michigan
$16K
WP
171
WealthShield Partners
North Carolina
$16K
VRM
172
Vectors Research Management
New York
$15K +$14.4K +285 New
JP Morgan Chase
173
JP Morgan Chase
New York
$14K
PO
174
Private Ocean
California
$12K
VFA
175
Valeo Financial Advisors
Indiana
$11K +$506 +10 +5%

MDYG Hedge Fund Activity: Q1 2019 in Review

190 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2019, worth a combined $600M — up 22% from $493M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYG positions and 19 closed out — a net gain of 13 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $21.7M. The largest seller was Financial Engines Advisors, cutting an estimated $54M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2019, up from 179 in Q4 2018.
  • Funds reported $600M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2019 and 19 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2019 was Carroll Financial Associates, an estimated $21.7M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2019 was Financial Engines Advisors, an estimated $54M sold.

Based on aggregated 13F filings for Q1 2019.