State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
223 hedge funds and large institutions have $507M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 32 closing their positions.
5.04% more ownership
Funds ownership: 34.55% → 39.59% (+5%)
1% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 83
5% less funds holding
Funds holding: 234 → 223 (-11)
16% less capital invested
Capital invested by funds: $607M → $507M (-$99.7M)
19% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 32
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$67.9M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$18.3M |
| 3 |
KA
Klingman & Associates
New York
|
+$13.3M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$13M |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$6.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$17.7M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$9.29M |
| 3 |
V
Veritable
Wilmington,
Delaware
|
-$7.83M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$7.01M |
| 5 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$5.17M |
MDYG Hedge Fund Activity: Q1 2020 in Review
223 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2020, worth a combined $507M — down 16% from $607M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of MDYG and 26 opened new positions — a net loss of 6 holders — while 83 trimmed existing stakes and 84 added.
The largest buyer was Stifel Financial, adding an estimated $67.9M. The largest seller was Krilogy Financial, cutting an estimated $17.7M.
- 223 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2020, down from 234 in Q4 2019.
- Funds reported $507M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2020, down 16% quarter-over-quarter.
- 26 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2020 and 32 closed out, a net change of -6 holders.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2020 was Stifel Financial, an estimated $67.9M added.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2020 was Krilogy Financial, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2020.