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State Street SPDR S&P 400 Mid Cap Growth ETF

33 hedge funds and large institutions have $45.9M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

43% more funds holding

Funds holding: 2333 (+10)

14% more capital invested

Capital invested by funds: $40.2M → $45.9M (+$5.73M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12.55% less ownership

Funds ownership: 107.39%94.84% (-13%)

Holders
33
Holders Change
+10
Holders Change %
+43.48%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
13
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Chartist Inc
California
$14.4M -$11K -327 -0.2%
LPL Financial
2
LPL Financial
California
$9.66M +$3.03K +90 +0%
Wells Fargo
3
Wells Fargo
California
$3.57M +$12.5K +372 +0.4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.11M +$3.03M +90,009 +300,030%
BTS
5
BB&T Securities
Virginia
$2.09M +$204K +6,063 New
Morgan Stanley
6
Morgan Stanley
New York
$1.97M -$1.32M -39,090 -41%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.82M -$2.63M -77,907 -60%
U
8
UBS
Switzerland
$1.8M -$19.2K -570 -1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.33M +$158K +4,686 +14%
CWM
10
Cabot Wealth Management
Massachusetts
$1.27M -$135K -4,011 -10%
CCM
11
Condor Capital Management
New Jersey
$597K +$76.2K +2,262 +15%
VKH
12
Virtu KCG Holdings
New York
$590K +$578K +17,151 New
FIM
13
Freedom Investment Management
Connecticut
$503K +$37.4K +1,110 +8%
Ameriprise
14
Ameriprise
Minnesota
$466K +$16.5K +489 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$427K +$45.2K +1,341 +12%
CMP
16
Courage Miller Partners
Virginia
$301K +$294K +8,727 New
Bank of America
17
Bank of America
North Carolina
$286K +$13.8K +408 +5%
SG Americas Securities
18
SG Americas Securities
New York
$270K +$264K +7,830 New
AL
19
Aspiriant LLC
California
$268K +$262K +7,767 New
BRWA
20
B. Riley Wealth Advisors
Florida
$241K +$236K +6,990 New
TAIM
21
TD Ameritrade Investment Management
Nebraska
$234K +$4.04K +120 +2%
SIC
22
Salem Investment Counselors
North Carolina
$207K +$202K +6,000 New
NES
23
New England Securities
New York
$146K +$143K +4,233 New
Creative Planning
24
Creative Planning
Kansas
$109K
OIA
25
Optimum Investment Advisors
Illinois
$73K +$70.8K +2,100 New

MDYG Hedge Fund Activity: Q3 2013 in Review

33 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2013, worth a combined $45.9M — up 14% from $40.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MDYG positions and 1 closed out — a net gain of 10 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.03M. The largest seller was Susquehanna International Group, cutting an estimated $2.63M.

  • 33 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2013, up from 23 in Q2 2013.
  • Funds reported $45.9M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2013, up 14% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2013 and 1 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2013 was Royal Bank of Canada, an estimated $3.03M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2013 was Susquehanna International Group, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2013.