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State Street SPDR S&P 400 Mid Cap Growth ETF

79 hedge funds and large institutions have $241M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

62% more capital invested

Capital invested by funds: $149M → $241M (+$92.7M)

54.53% more ownership

Funds ownership: 90.33%144.86% (+55%)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8% more funds holding

Funds holding: 7379 (+6)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.98%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
11
Increased
36
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1
Avantax Planning Partners
Iowa
$51.8M +$50.1M +1,169,295 New
CI
2
Chartist Inc
California
$35.5M -$366K -8,550 -2%
FWP
3
FAS Wealth Partners
Kansas
$19.8M +$9.2M +214,905 +93%
LPL Financial
4
LPL Financial
California
$16M +$1.38M +32,223 +10%
KFA
5
Kays Financial Advisory
Georgia
$12.8M +$466K +10,881 +4%
KF
6
Krilogy Financial
Missouri
$12.5M +$215K +5,016 +2%
Ameriprise
7
Ameriprise
Minnesota
$8.6M +$838K +19,569 +11%
Citadel Advisors
8
Citadel Advisors
Florida
$7.84M +$7.57M +176,730 New
RJA
9
Raymond James & Associates
Florida
$6.33M +$683K +15,942 +13%
Bank of America
10
Bank of America
North Carolina
$5.14M -$233K -5,436 -4%
UBS Group
11
UBS Group
Switzerland
$5.12M +$2.74M +64,098 +125%
Jane Street
12
Jane Street
New York
$4.84M +$2.05M +47,949 +78%
Stifel Financial
13
Stifel Financial
Missouri
$4.71M +$1.27M +29,577 +39%
BWM
14
BerganKDV Wealth Management
Minnesota
$4.69M +$219K +5,124 +5%
ML
15
McAdam LLC
Pennsylvania
$4.36M +$4.21M +98,427 New
Morgan Stanley
16
Morgan Stanley
New York
$4.23M +$891K +20,805 +28%
VFA
17
Voya Financial Advisors
Connecticut
$2.55M +$1.09M +25,548 +80%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.5M +$995K +23,232 +70%
MFS
19
MSI Financial Services
Massachusetts
$2.28M +$336K +7,848 +18%
Wells Fargo
20
Wells Fargo
California
$2.08M -$439K -10,257 -18%
TCM
21
Tradewinds Capital Management
Washington
$2.06M -$1.09M -25,482 -35%
HIM
22
Harbour Investment Management
Washington
$2.04M +$305K +7,125 +18%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.04M +$32.6K +762 +2%
GIA
24
GHP Investment Advisors
Colorado
$1.73M +$314K +7,332 +23%
SA
25
Strategic Advisors
New York
$1.71M +$1.65M +38,586 New

MDYG Hedge Fund Activity: Q4 2016 in Review

79 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2016, worth a combined $241M — up 62% from $149M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MDYG positions and 4 closed out — a net gain of 7 holders — while 36 added to existing stakes and 14 trimmed.

The largest buyer was FAS Wealth Partners, adding an estimated $9.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.69M sold.

  • 79 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2016, up from 73 in Q3 2016.
  • Funds reported $241M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2016, up 62% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2016 and 4 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2016 was FAS Wealth Partners, an estimated $9.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2016 was Susquehanna International Group, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2016.