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State Street SPDR S&P 400 Mid Cap Growth ETF

158 hedge funds and large institutions have $434M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 33

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

27.75% more ownership

Funds ownership: 87.2%114.96% (+28%)

22% more capital invested

Capital invested by funds: $356M → $434M (+$78.3M)

9% more funds holding

Funds holding: 145158 (+13)

Holders
158
Holders Change
+13
Holders Change %
+8.97%
% of All Funds
3.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
27
Increased
75
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1
Avantax Planning Partners
Iowa
$51.3M +$2.61M +49,218 +5%
CI
2
Chartist Inc
California
$36.8M -$692K -13,029 -4%
FWP
3
FAS Wealth Partners
Kansas
$24.5M -$1.26M -23,715 -5%
Ameriprise
4
Ameriprise
Minnesota
$19.9M +$1.87M +35,151 +10%
LPL Financial
5
LPL Financial
California
$19.6M -$1.55M -29,124 -7%
KFA
6
Kays Financial Advisory
Georgia
$17.4M +$67.5K +1,272 +0.4%
JP Morgan Chase
7
JP Morgan Chase
New York
$15.8M +$15.9M +300,000 +111,111%
KF
8
Krilogy Financial
Missouri
$15.7M +$148K +2,796 +0.9%
BFG
9
Barber Financial Group
Kansas
$14.8M +$14.9M +281,496 New
Mariner
10
Mariner
Kansas
$12.7M +$920K +17,319 +8%
UBS Group
11
UBS Group
Switzerland
$12.7M +$491K +9,252 +4%
ML
12
McAdam LLC
Pennsylvania
$10.1M +$2.85M +53,625 +39%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$8.73M +$4.54M +85,473 +105%
AA
14
Advisory Alpha
Michigan
$8.24M +$53K +999 +0.7%
Wells Fargo
15
Wells Fargo
California
$7.93M +$2.18M +40,986 +37%
Morgan Stanley
16
Morgan Stanley
New York
$7.61M +$1.85M +34,776 +32%
Bank of America
17
Bank of America
North Carolina
$6.92M +$403K +7,584 +6%
ACG
18
Allen Capital Group
Nebraska
$5.78M
AIA
19
Allegis Investment Advisors
Idaho
$5.73M +$1.79M +33,714 +45%
ACM
20
AlphaStar Capital Management
North Carolina
$5.47M +$3M +56,451 +118%
LWS
21
Lucia Wealth Services
California
$4.93M +$3.82M +72,021 +329%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.88M +$166K +3,120 +3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.79M +$2.57M +48,327 +112%
SWM
24
Shakespeare Wealth Management
Wisconsin
$4.47M +$250K +4,716 +6%
HA
25
Harborview Advisors
Maine
$4.22M -$241K -4,530 -5%

MDYG Hedge Fund Activity: Q1 2018 in Review

158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2018, worth a combined $434M — up 22% from $356M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MDYG positions and 13 closed out — a net gain of 14 holders — while 75 added to existing stakes and 33 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.9M. The largest seller was MFA Wealth Advisors, cutting an estimated $5.31M.

  • 158 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2018, up from 145 in Q4 2017.
  • Funds reported $434M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2018, up 22% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2018 and 13 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2018 was JP Morgan Chase, an estimated $15.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2018 was MFA Wealth Advisors, an estimated $5.31M sold.

Based on aggregated 13F filings for Q1 2018.