State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
181 hedge funds and large institutions have $630M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 16 closing their positions.
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
9% more capital invested
Capital invested by funds: $576M → $630M (+$53.3M)
6.01% more ownership
Funds ownership: 62.55% → 68.56% (+6%)
1% more funds holding
Funds holding: 179 → 181 (+2)
14% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 71
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $306K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$20M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$8.61M |
| 3 |
AA
Alesco Advisors
Pittsford,
New York
|
+$5.97M |
| 4 |
RWB
RMR Wealth Builders
Montclair,
New Jersey
|
+$5.96M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$5.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$8.49M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$4.02M |
| 4 |
Jane Street
New York
|
-$3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.59M |
MDYV Hedge Fund Activity: Q3 2020 in Review
181 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2020, worth a combined $630M — up 9.2% from $576M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new MDYV positions and 16 closed out — a net gain of 5 holders — while 61 added to existing stakes and 71 trimmed.
The largest buyer was Stifel Financial, adding an estimated $20M. The largest seller was Financial Engines Advisors, cutting an estimated $8.49M.
- 181 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2020, up from 179 in Q2 2020.
- Funds reported $630M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2020, up 9.2% quarter-over-quarter.
- 21 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2020 and 16 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2020 was Stifel Financial, an estimated $20M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2020 was Financial Engines Advisors, an estimated $8.49M sold.
Based on aggregated 13F filings for Q3 2020.