State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
234 hedge funds and large institutions have $607M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 63 reducing their positions, and 10 closing their positions.
460% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 10
37% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 63
23% more funds holding
Funds holding: 190 → 234 (+44)
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
31.25% less ownership
Funds ownership: 65.81% → 34.55% (-31%)
46% less capital invested
Capital invested by funds: $1.12B → $607M (-$516M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$8.73M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$7.73M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$7.19M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.93M |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$570M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$17M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$11.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.73M |
| 5 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$3.12M |
MDYG Hedge Fund Activity: Q4 2019 in Review
234 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2019, worth a combined $607M — down 46% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new MDYG positions and 10 closed out — a net gain of 46 holders — while 86 added to existing stakes and 63 trimmed.
The largest buyer was NorthRock Partners, adding an estimated $8.73M. The largest seller was Envestnet Asset Management, cutting an estimated $570M.
- 234 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2019, up from 190 in Q3 2019.
- Funds reported $607M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2019, down 46% quarter-over-quarter.
- 56 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2019 and 10 closed out, a net change of +46 holders.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2019 was NorthRock Partners, an estimated $8.73M added.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $570M sold.
Based on aggregated 13F filings for Q4 2019.