State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
216 hedge funds and large institutions have $1.03B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 21 closing their positions.
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
4% more funds holding
Funds holding: 208 → 216 (+8)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
17.24% less ownership
Funds ownership: 87.41% → 70.16% (-17%)
24% less capital invested
Capital invested by funds: $1.35B → $1.03B (-$326M)
32% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21.1M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$12M |
| 3 |
KW
KWB Wealth
Redlands,
California
|
+$7.17M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$6.29M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$280M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$140M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$86.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$26.9M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$11.6M |
MDYV Hedge Fund Activity: Q1 2021 in Review
216 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2021, worth a combined $1.03B — down 24% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new MDYV positions and 21 closed out — a net gain of 9 holders — while 62 added to existing stakes and 91 trimmed.
The largest buyer was LPL Financial, adding an estimated $21.1M. The largest seller was Envestnet Asset Management, cutting an estimated $280M.
- 216 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2021, up from 208 in Q4 2020.
- Funds reported $1.03B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2021, down 24% quarter-over-quarter.
- 30 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2021 and 21 closed out, a net change of +9 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2021 was LPL Financial, an estimated $21.1M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $280M sold.
Based on aggregated 13F filings for Q1 2021.