State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
68 hedge funds and large institutions have $168M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
96% more capital invested
Capital invested by funds: $86M → $168M (+$82.3M)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20.96% more ownership
Funds ownership: 71.2% → 92.16% (+21%)
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
15% more funds holding
Funds holding: 59 → 68 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$44.3M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$10.4M |
| 3 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$8.99M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.94M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$1.19M |
| 2 |
LPL Financial
San Diego,
California
|
-$599K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$514K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$402K |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$346K |
MDYV Hedge Fund Activity: Q4 2016 in Review
68 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2016, worth a combined $168M — up 96% from $86M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new MDYV positions and 6 closed out — a net gain of 11 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Financial Management Professionals, opening a new position worth an estimated $44.3M. The largest seller was Tradewinds Capital Management, cutting an estimated $1.19M.
- 68 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2016, up from 59 in Q3 2016.
- Funds reported $168M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2016, up 96% quarter-over-quarter.
- 17 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2016 and 6 closed out, a net change of +11 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2016 was Financial Management Professionals, an estimated $44.3M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2016 was Tradewinds Capital Management, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2016.