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State Street SPDR S&P 400 Mid Cap Growth ETF

93 hedge funds and large institutions have $272M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

115% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 20

13% more funds holding

Funds holding: 8293 (+11)

6% more capital invested

Capital invested by funds: $257M → $272M (+$14.6M)

2.22% more ownership

Funds ownership: 129.49%131.72% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
93
Holders Change
+11
Holders Change %
+13.41%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
16
Increased
43
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1
Avantax Planning Partners
Iowa
$51.6M -$5.71M -120,873 -10%
CI
2
Chartist Inc
California
$36.8M -$203K -4,299 -1%
FWP
3
FAS Wealth Partners
Kansas
$22.9M +$481K +10,170 +2%
LPL Financial
4
LPL Financial
California
$20.6M +$1.95M +41,307 +11%
KFA
5
Kays Financial Advisory
Georgia
$14.8M +$624K +13,197 +4%
KF
6
Krilogy Financial
Missouri
$14M +$598K +12,660 +4%
Ameriprise
7
Ameriprise
Minnesota
$13.5M +$1.71M +36,210 +15%
UBS Group
8
UBS Group
Switzerland
$11.3M +$845K +17,886 +8%
RJA
9
Raymond James & Associates
Florida
$6.79M +$16K +339 +0.2%
ML
10
McAdam LLC
Pennsylvania
$5.75M +$731K +15,468 +15%
Bank of America
11
Bank of America
North Carolina
$5.27M +$584K +12,351 +13%
Jane Street
12
Jane Street
New York
$5.21M +$1.13M +23,910 +28%
Morgan Stanley
13
Morgan Stanley
New York
$5.09M -$849K -17,955 -14%
Stifel Financial
14
Stifel Financial
Missouri
$4.96M -$111K -2,346 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.87M +$844K +17,850 +21%
SA
16
Strategic Advisors
New York
$3.43M +$177K +3,735 +5%
Wells Fargo
17
Wells Fargo
California
$3.06M +$257K +5,430 +9%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.04M +$3.01M +63,600 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.98M +$620K +13,125 +27%
GIA
20
GHP Investment Advisors
Colorado
$2.54M +$461K +9,759 +22%
VFA
21
Voya Financial Advisors
Connecticut
$2.4M -$76.8K -1,626 -3%
HIM
22
Harbour Investment Management
Washington
$2.2M -$14.2K -300 -0.6%
CA
23
Cetera Advisors
Colorado
$1.99M -$74.4K -1,575 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.9M +$1.88M +39,753 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.8M +$408K +8,634 +30%

MDYG Hedge Fund Activity: Q2 2017 in Review

93 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2017, worth a combined $272M — up 5.7% from $257M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MDYG positions and 5 closed out — a net gain of 11 holders — while 43 added to existing stakes and 20 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.01M. The largest seller was Avantax Planning Partners, cutting an estimated $5.71M.

  • 93 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2017, up from 82 in Q1 2017.
  • Funds reported $272M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2017, up 5.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2017 and 5 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2017 was Susquehanna International Group, an estimated $3.01M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2017 was Avantax Planning Partners, an estimated $5.71M sold.

Based on aggregated 13F filings for Q2 2017.