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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
SWM
176
Selective Wealth Management
Virginia
$79K +$73.1K +1,468 New
CI
177
CX Institutional
Indiana
$75K
SPIA
178
Steward Partners Investment Advisory
New York
$67K -$38.8K -779 -38%
GRP
179
Global Retirement Partners
California
$65K +$26.3K +527 +77%
PA
180
Parallel Advisors
California
$64K
OIA
181
Optimum Investment Advisors
Illinois
$59K +$149 +3 +0.3%
BA
182
Ballast Advisors
Minnesota
$58K -$807K -16,187 -94%
LFG
183
LifePlan Financial Group
Ohio
$53K
DSC
184
Duncker Streett & Co
Missouri
$47K
BWP
185
Baldwin Wealth Partners
Massachusetts
$45K
CFA
186
Carroll Financial Associates
North Carolina
$43K -$885K -17,753 -96%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$43K
CAAS
188
Capital Asset Advisory Services
Michigan
$41K -$10.4K -209 -23%
AAP
189
Arax Advisory Partners
Colorado
$41K +$36.8K +739 +3,213%
QCG
190
Quadrant Capital Group
Ohio
$37K
BW
191
Bison Wealth
Georgia
$34K -$5.03K -101 -14%
CL
192
Cabana LLC
Arkansas
$30K +$28K +561 New
RFWA
193
RPg Family Wealth Advisory
Massachusetts
$29.4K
CAL
194
Capital Advisors Ltd
Ohio
$28K -$5.08K -102 -16%
SA
195
SRH Advisors
Kansas
$28K +$50 +1 +0.2%
JAWM
196
J. Arnold Wealth Management
Ohio
$26K +$23.8K +478 New
FRA
197
Front Row Advisors
California
$24K
PB
198
Pinnacle Bancorp
Nebraska
$24K +$8.57K +172 +63%
AIM
199
Anchor Investment Management
South Carolina
$22.9K
TFGT
200
TS Financial Group (TSFG)
Illinois
$21K -$1.2K -24 -6%

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.