State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
39 hedge funds and large institutions have $22.3M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
22% more funds holding
Funds holding: 32 → 39 (+7)
7% more capital invested
Capital invested by funds: $20.9M → $22.3M (+$1.45M)
1.67% more ownership
Funds ownership: 39.4% → 41.07% (+1.7%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.59M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.97M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$437K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$303K |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$87.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CK
Carnick & Kubik
Colorado Springs,
Colorado
|
-$3.1M |
| 2 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
-$902K |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$833K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$509K |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$323K |
MDYV Hedge Fund Activity: Q1 2015 in Review
39 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2015, worth a combined $22.3M — up 7% from $20.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MDYV positions and 3 closed out — a net gain of 8 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.59M. The largest seller was Carnick & Kubik, exiting entirely with an estimated $3.1M sold.
- 39 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2015, up from 32 in Q4 2014.
- Funds reported $22.3M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2015, up 7% quarter-over-quarter.
- 11 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2015 and 3 closed out, a net change of +8 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2015 was Susquehanna International Group, an estimated $2.59M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2015 was Carnick & Kubik, an estimated $3.1M sold.
Based on aggregated 13F filings for Q1 2015.