State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
250 hedge funds and large institutions have $1.13B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 24 closing their positions.
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
2% more funds holding
Funds holding: 245 → 250 (+5)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
15.55% less ownership
Funds ownership: 82.72% → 67.17% (-16%)
34% less capital invested
Capital invested by funds: $1.7B → $1.13B (-$571M)
37% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$23.6M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$16.4M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$16.4M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$9.33M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$321M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$171M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$94.4M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$31.8M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$31.6M |
MDYG Hedge Fund Activity: Q1 2021 in Review
250 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2021, worth a combined $1.13B — down 34% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new MDYG positions and 24 closed out — a net gain of 8 holders — while 70 added to existing stakes and 111 trimmed.
The largest buyer was Trilogy Capital, opening a new position worth an estimated $23.6M. The largest seller was Envestnet Asset Management, cutting an estimated $321M.
- 250 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2021, up from 245 in Q4 2020.
- Funds reported $1.13B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2021, down 34% quarter-over-quarter.
- 32 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2021 and 24 closed out, a net change of +8 holders.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2021 was Trilogy Capital, an estimated $23.6M added.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $321M sold.
Based on aggregated 13F filings for Q1 2021.