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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $600M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

22% more capital invested

Capital invested by funds: $493M → $600M (+$108M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 179190 (+11)

7.28% less ownership

Funds ownership: 43.28%36% (-7.3%)

Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
4.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
32
Increased
73
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1
Avantax Planning Partners
Iowa
$58.3M +$4.79M +94,620 +9%
Financial Engines Advisors
2
Financial Engines Advisors
California
$43.2M -$54M -1,066,662 -55%
FWP
3
FAS Wealth Partners
Kansas
$27M +$1.05M +20,637 +4%
CI
4
Chartist Inc
California
$26.1M +$3.68M +72,577 +2,360%
CFA
5
Carroll Financial Associates
North Carolina
$22.5M +$21.7M +427,888 +111,429%
Ameriprise
6
Ameriprise
Minnesota
$20.8M -$2.66M -52,467 -12%
Goldman Sachs
7
Goldman Sachs
New York
$19.7M +$9.32M +184,085 +96%
LPL Financial
8
LPL Financial
California
$19.7M -$406K -8,008 -2%
TC
9
TownSquare Capital
Utah
$18.4M +$3.66M +72,336 +26%
KF
10
Krilogy Financial
Missouri
$17.6M -$37.8K -746 -0.2%
ML
11
McAdam LLC
Pennsylvania
$16.7M +$1.06M +20,939 +7%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$14.8M -$1.7M -33,506 -11%
Mariner
13
Mariner
Kansas
$13M +$633K +12,493 +5%
V
14
Veritable
Delaware
$10.8M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.7M -$4.66K -92 -0%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.48M +$465K +9,185 +5%
Bank of America
17
Bank of America
North Carolina
$8.63M -$378K -7,457 -4%
HIM
18
Hanlon Investment Management
New Jersey
$8.5M +$8.19M +161,814 New
WIA
19
World Investment Advisors
California
$8.38M +$418K +8,251 +5%
CFD
20
Creative Financial Designs
Indiana
$8.17M +$7.79M +153,876 +9,360%
CA
21
Centerpoint Advisors
Massachusetts
$8.17M +$3.85M +76,064 +96%
Morgan Stanley
22
Morgan Stanley
New York
$8.05M -$900K -17,779 -10%
Wells Fargo
23
Wells Fargo
California
$7.76M -$758K -14,967 -9%
UBS Group
24
UBS Group
Switzerland
$7.02M -$626K -12,352 -8%
FNT
25
First National Trust
Pennsylvania
$6.5M -$1.91M -37,681 -23%

MDYG Hedge Fund Activity: Q1 2019 in Review

190 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2019, worth a combined $600M — up 22% from $493M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYG positions and 19 closed out — a net gain of 13 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $21.7M. The largest seller was Financial Engines Advisors, cutting an estimated $54M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2019, up from 179 in Q4 2018.
  • Funds reported $600M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2019 and 19 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2019 was Carroll Financial Associates, an estimated $21.7M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2019 was Financial Engines Advisors, an estimated $54M sold.

Based on aggregated 13F filings for Q1 2019.