State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
304 hedge funds and large institutions have $1.65B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
1.07% more ownership
Funds ownership: 74.93% → 75.99% (+1.1%)
1% more funds holding
Funds holding: 302 → 304 (+2)
1% less capital invested
Capital invested by funds: $1.67B → $1.65B (-$14.1M)
5% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 115
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$57.1M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$18.1M |
| 3 |
Morgan Stanley
New York
|
+$8.16M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$8.07M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$21.8M |
| 2 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$5.42M |
| 3 |
AA
Alesco Advisors
Pittsford,
New York
|
-$3.71M |
| 4 |
CFG
Cooper Financial Group
Irvine,
California
|
-$3.25M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.77M |
MDYV Hedge Fund Activity: Q3 2023 in Review
304 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2023, worth a combined $1.65B — down 0.84% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MDYV positions and 22 closed out — a net gain of 7 holders — while 109 added to existing stakes and 115 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $57.1M. The largest seller was Osaic Holdings, cutting an estimated $21.8M.
- 304 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2023, up from 302 in Q2 2023.
- Funds reported $1.65B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2023, down 0.84% quarter-over-quarter.
- 29 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2023 and 22 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $57.1M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2023 was Osaic Holdings, an estimated $21.8M sold.
Based on aggregated 13F filings for Q3 2023.