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State Street SPDR S&P 400 Mid Cap Growth ETF

102 hedge funds and large institutions have $295M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

10% more funds holding

Funds holding: 93102 (+9)

9% more capital invested

Capital invested by funds: $272M → $295M (+$23.9M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

50.09% less ownership

Funds ownership: 131.72%81.62% (-50%)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
14
Increased
45
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
$55.2M +$2.01M +41,925 +4%
CI
2
Chartist Inc
California
$37.5M -$138K -2,883 -0.8%
FWP
3
FAS Wealth Partners
Kansas
$23.9M +$322K +6,714 +1%
LPL Financial
4
LPL Financial
California
$17.9M -$3.2M -66,714 -15%
KFA
5
Kays Financial Advisory
Georgia
$15.7M +$447K +9,327 +3%
Ameriprise
6
Ameriprise
Minnesota
$14.6M +$683K +14,262 +5%
KF
7
Krilogy Financial
Missouri
$14.5M -$2.16K -45 -0%
UBS Group
8
UBS Group
Switzerland
$11.5M -$193K -4,026 -2%
ML
9
McAdam LLC
Pennsylvania
$6.8M +$858K +17,907 +15%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$6.12M +$2.92M +60,945 +96%
Bank of America
11
Bank of America
North Carolina
$6.11M +$666K +13,899 +13%
RJA
12
Raymond James & Associates
Florida
$5.88M -$1.09M -22,800 -16%
Morgan Stanley
13
Morgan Stanley
New York
$5.73M +$474K +9,906 +9%
Stifel Financial
14
Stifel Financial
Missouri
$4.84M -$266K -5,550 -5%
TSS
15
Two Sigma Securities
New York
$4.61M +$4.5M +93,846 New
VFA
16
Voya Financial Advisors
Connecticut
$4.59M +$2.08M +43,344 +86%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.34M -$658K -13,743 -13%
Wells Fargo
18
Wells Fargo
California
$3.71M +$547K +11,430 +18%
SA
19
Strategic Advisors
New York
$3.71M +$171K +3,561 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.37M +$293K +6,126 +10%
SEIA
21
Signature Estate & Investment Advisors
California
$3.09M +$2.9M +60,612 +2,745%
MWM
22
Marietta Wealth Management
Georgia
$2.98M +$1.19M +24,927 +70%
GIA
23
GHP Investment Advisors
Colorado
$2.77M +$144K +3,012 +6%
HIM
24
Harbour Investment Management
Washington
$2.27M
ACM
25
AlphaStar Capital Management
North Carolina
$2.21M +$2.14M +44,778 +10,738%

MDYG Hedge Fund Activity: Q3 2017 in Review

102 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 Q3 2017, worth a combined $295M — up 8.8% from $272M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MDYG positions and 5 closed out — a net gain of 9 holders — while 45 added to existing stakes and 20 trimmed.

The largest buyer was Two Sigma Securities, opening a new position worth an estimated $4.5M. The largest seller was Jane Street, cutting an estimated $4.78M.

  • 102 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2017, up from 93 in Q2 2017.
  • Funds reported $295M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2017, up 8.8% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2017 and 5 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2017 was Two Sigma Securities, an estimated $4.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2017 was Jane Street, an estimated $4.78M sold.

Based on aggregated 13F filings for Q3 2017.