State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
356 hedge funds and large institutions have $2.03B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.
43% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 30
3% more funds holding
Funds holding: 346 → 356 (+10)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
8.67% less ownership
Funds ownership: 87.78% → 79.11% (-8.7%)
16% less capital invested
Capital invested by funds: $2.41B → $2.03B (-$378M)
24% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$52.3M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$27.1M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$15.8M |
| 4 |
BWG
Balanced Wealth Group
Westlake,
Ohio
|
+$13.9M |
| 5 |
Goldman Sachs
New York
|
+$5.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$211M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$90.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$63.8M |
| 4 |
Morgan Stanley
New York
|
-$41.8M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$39.8M |
MDYV Hedge Fund Activity: Q1 2024 in Review
356 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2024, worth a combined $2.03B — down 16% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new MDYV positions and 30 closed out — a net gain of 13 holders — while 109 added to existing stakes and 144 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $52.3M. The largest seller was Envestnet Asset Management, cutting an estimated $211M.
- 356 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2024, up from 346 in Q4 2023.
- Funds reported $2.03B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2024, down 16% quarter-over-quarter.
- 43 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2024 and 30 closed out, a net change of +13 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $52.3M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $211M sold.
Based on aggregated 13F filings for Q1 2024.