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State Street SPDR S&P 400 Mid Cap Value ETF

28 hedge funds and large institutions have $23.3M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

39% more capital invested

Capital invested by funds: $16.8M → $23.3M (+$6.51M)

17% more funds holding

Funds holding: 2428 (+4)

2.24% more ownership

Funds ownership: 42.82%45.06% (+2.2%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
9
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
26
American International Group
New York
$8.63K
AWM
27
Avior Wealth Management
Nebraska
$6K
MFS
28
MSI Financial Services
Massachusetts
$4K
CK
29
Carnick & Kubik
Colorado
-$455K -7,564 Closed

MDYV Hedge Fund Activity: Q2 2014 in Review

28 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2014, worth a combined $23.3M — up 39% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MDYV positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.58M. The largest seller was SG Americas Securities, cutting an estimated $1.02M.

  • 28 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2014, up from 24 in Q1 2014.
  • Funds reported $23.3M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2014, up 39% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2014 and 1 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2014 was Jane Street, an estimated $2.58M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2014 was SG Americas Securities, an estimated $1.02M sold.

Based on aggregated 13F filings for Q2 2014.