State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
109 hedge funds and large institutions have $162M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 10 closing their positions.
240% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 10
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
58% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 24
43% more capital invested
Capital invested by funds: $114M → $162M (+$48.9M)
28% more funds holding
Funds holding: 85 → 109 (+24)
7.36% more ownership
Funds ownership: 29.8% → 37.16% (+7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
+$12.3M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
+$12M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.86M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.65M |
| 5 |
FNT
First National Trust
Hermitage,
Pennsylvania
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSS
Two Sigma Securities
New York
|
-$3.83M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.64M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$2.44M |
| 4 |
Jane Street
New York
|
-$2.18M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.35M |
MDYV Hedge Fund Activity: Q4 2017 in Review
109 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2017, worth a combined $162M — up 43% from $114M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new MDYV positions and 10 closed out — a net gain of 24 holders — while 38 added to existing stakes and 24 trimmed.
The largest buyer was Allegis Investment Advisors, opening a new position worth an estimated $12.3M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $3.83M sold.
- 109 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2017, up from 85 in Q3 2017.
- Funds reported $162M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2017, up 43% quarter-over-quarter.
- 34 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2017 and 10 closed out, a net change of +24 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2017 was Allegis Investment Advisors, an estimated $12.3M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2017 was Two Sigma Securities, an estimated $3.83M sold.
Based on aggregated 13F filings for Q4 2017.