State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
161 hedge funds and large institutions have $694M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 80 increasing their positions, 41 reducing their positions, and 9 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 41
60% more capital invested
Capital invested by funds: $434M → $694M (+$260M)
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
2% more funds holding
Funds holding: 158 → 161 (+3)
58.07% less ownership
Funds ownership: 114.96% → 56.89% (-58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$230M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$36.9M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$12.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.88M |
| 5 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$16.1M |
| 2 |
CI
Chartist Inc
Seal Beach,
California
|
-$11.6M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5.99M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.79M |
| 5 |
LWS
Lucia Wealth Services
San Diego,
California
|
-$3.4M |
MDYG Hedge Fund Activity: Q2 2018 in Review
161 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2018, worth a combined $694M — up 60% from $434M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MDYG positions and 9 closed out — a net gain of 5 holders — while 80 added to existing stakes and 41 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $230M. The largest seller was JP Morgan Chase, cutting an estimated $16.1M.
- 161 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2018, up from 158 in Q1 2018.
- Funds reported $694M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2018, up 60% quarter-over-quarter.
- 14 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2018 and 9 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2018 was Financial Engines Advisors, an estimated $230M added.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2018 was JP Morgan Chase, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2018.