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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
RJA
151
Raymond James & Associates
Florida
$247K -$121K -2,426 -35%
EWA
152
EP Wealth Advisors
California
$240K -$162K -3,258 -42%
BF
153
BOK Financial
Oklahoma
$238K +$220K +4,424 New
IA
154
IFG Advisors
Missouri
$234K -$43.9K -882 -17%
AIC
155
Ameritas Investment Company
Nebraska
$233K +$91.1K +1,829 +73%
PGAM
156
Princeton Global Asset Management
New Jersey
$231K
JMPWA
157
JP Morgan Private Wealth Advisors
California
$230K +$213K +4,280 New
RIA
158
Regal Investment Advisors
Michigan
$227K +$210K +4,220 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$212K +$141K +2,825 +255%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$209K -$92.9K -1,864 -32%
HAS
161
HBW Advisory Services
California
$203K +$188K +3,776 New
AF
162
Arrow Financial
New York
$202K
BWA
163
Burt Wealth Advisors
Maryland
$185K -$1.79K -36 -1%
TAM
164
Townsend Asset Management
North Carolina
$173K -$24.3K -488 -13%
CHA
165
Carmichael Hill & Associates
Maryland
$169K
JP Morgan Chase
166
JP Morgan Chase
New York
$165K -$6.33K -127 -4%
CAN
167
Cetera Advisor Networks
California
$159K -$118K -2,361 -44%
AIM
168
Arcadia Investment Management
Michigan
$145K
GT
169
Glenmede Trust
Pennsylvania
$145K
Fidelity Investments
170
Fidelity Investments
Massachusetts
$145K +$3.69K +74 +3%
FHA
171
Flagship Harbor Advisors
Massachusetts
$142K
AP
172
Atwood & Palmer
Missouri
$140K
Citigroup
173
Citigroup
New York
$98K +$399 +8 +0.4%
LAS
174
Lloyd Advisory Services
Georgia
$94K +$2.44K +49 +3%
MWA
175
MFA Wealth Advisors
Pennsylvania
$79.9K +$74K +1,486 New

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.