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State Street SPDR S&P 400 Mid Cap Growth ETF

221 hedge funds and large institutions have $1.72B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more capital invested

Capital invested by funds: $507M → $1.72B (+$1.21B)

48.54% more ownership

Funds ownership: 39.59%88.13% (+49%)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 224221 (-3)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.29%
New
24
Increased
80
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$399M +$365M +7,316,310 +7,302%
Financial Engines Advisors
2
Financial Engines Advisors
California
$290M +$235M +4,711,669 +686%
Osaic Holdings
3
Osaic Holdings
Arizona
$230M +$189M +3,792,445 +793%
CCMG
4
Clark Capital Management Group
Pennsylvania
$122M +$111M +2,222,110 +5,268%
Stifel Financial
5
Stifel Financial
Missouri
$68.6M -$2.82M -56,624 -4%
OPS
6
Orion Portfolio Solutions
Nebraska
$55.5M +$51.4M +1,032,395 +6,882,633%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$30.3M +$28.1M +563,103 +450,482%
LPL Financial
8
LPL Financial
California
$28.1M +$13M +259,944 +99%
FWP
9
FAS Wealth Partners
Kansas
$27.2M -$124K -2,496 -0.5%
NP
10
NorthRock Partners
Minnesota
$26.8M +$4.21M +84,491 +20%
TC
11
TownSquare Capital
Utah
$25.2M -$1.44M -28,853 -6%
ML
12
McAdam LLC
Pennsylvania
$23.3M +$752K +15,091 +4%
Ameriprise
13
Ameriprise
Minnesota
$20.2M -$311K -6,233 -2%
CIM
14
Confluence Investment Management
Missouri
$18.6M -$82.1K -1,648 -0.5%
APP
15
Avantax Planning Partners
Iowa
$15.5M +$1.48M +29,635 +11%
KA
16
Klingman & Associates
New York
$14.8M +$879K +17,645 +7%
FAAS
17
First Allied Advisory Services
California
$10.8M +$4.35M +87,366 +77%
WIA
18
World Investment Advisors
California
$10.7M +$361K +7,240 +4%
SS
19
Simplicity Solutions
Minnesota
$10.1M +$4.14M +83,023 +79%
AWM
20
AE Wealth Management
Kansas
$9.95M +$4.18M +83,882 +83%
SFM
21
Signet Financial Management
New Jersey
$8.94M +$549K +11,015 +8%
QCM
22
Quest Capital Management
Texas
$8.27M +$726K +14,579 +10%
CWA
23
Clarus Wealth Advisors
Arizona
$7.73M +$3.26M +65,333 +83%
FNT
24
First National Trust
Pennsylvania
$7.73M +$242K +4,854 +3%
JFA
25
JNBA Financial Advisors
Minnesota
$7.35M -$115K -2,299 -2%

MDYG Hedge Fund Activity: Q2 2020 in Review

221 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2020, worth a combined $1.72B — up 238% from $507M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MDYG and 24 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 80 added.

The largest buyer was Envestnet Asset Management, adding an estimated $365M. The largest seller was Centerpoint Advisors, cutting an estimated $5.55M.

  • 221 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2020, down from 224 in Q1 2020.
  • Funds reported $1.72B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2020, up 238% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2020 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $365M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2020 was Centerpoint Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q2 2020.