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State Street SPDR S&P 400 Mid Cap Value ETF

85 hedge funds and large institutions have $114M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

10% more funds holding

Funds holding: 7785 (+8)

3% more capital invested

Capital invested by funds: $110M → $114M (+$3.32M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

33.77% less ownership

Funds ownership: 63.57%29.8% (-34%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
29
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$332K -$76.5K -1,592 -19%
HSA
52
HBK Sorce Advisory
Pennsylvania
$316K -$8.65K -180 -3%
Goldman Sachs
53
Goldman Sachs
New York
$294K +$78.4K +1,632 +38%
Wells Fargo
54
Wells Fargo
California
$285K -$21.7K -452 -7%
AG
55
Advisor Group
Arizona
$270K -$159K -3,310 -38%
DI
56
Diligent Investors
California
$270K +$262K +5,462 New
WAM
57
Wealthspire Advisors (Maryland)
Maryland
$218K +$2.5K +52 +1%
AWM
58
Arbor Wealth Management
Florida
$211K -$1.15K -24 -0.6%
Financial Engines Advisors
59
Financial Engines Advisors
California
$205K +$199K +4,140 New
11A
60
10-15 Associates
New York
$202K +$197K +4,096 New
GWM
61
Geneos Wealth Management
Colorado
$134K
IA
62
IFP Advisors
Florida
$130K -$20.2K -420 -14%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$115K +$105K +2,180 +1,267%
VIA
64
Vantage Investment Advisors
Pennsylvania
$101K +$22.9K +476 +30%
AWM
65
Avior Wealth Management
Nebraska
$93K +$37.2K +774 +70%
PFBT
66
Parkside Financial Bank & Trust
Missouri
$67K -$1.25K -26 -2%
BF
67
BOK Financial
Oklahoma
$63K +$61K +1,270 New
TAIM
68
TD Ameritrade Investment Management
Nebraska
$61K
TCM
69
Tradewinds Capital Management
Washington
$57K -$62.8K -1,306 -53%
AIM
70
Arcadia Investment Management
Michigan
$49K
NFG
71
Next Financial Group
Texas
$40K -$57.7K -1,200 -60%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$33K
JGIA
73
Jackson Grant Investment Advisers
Connecticut
$27K +$96 +2 +0.4%
SA
74
SRH Advisors
Kansas
$25K +$24.2K +504 New
WA
75
Winfield Associates
Ohio
$20K

MDYV Hedge Fund Activity: Q3 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2017, worth a combined $114M — up 3% from $110M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MDYV positions and 5 closed out — a net gain of 8 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Two Sigma Securities, opening a new position worth an estimated $3.72M. The largest seller was Raymond James & Associates, cutting an estimated $8.29M.

  • 85 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2017, up from 77 in Q2 2017.
  • Funds reported $114M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2017, up 3% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2017 and 5 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2017 was Two Sigma Securities, an estimated $3.72M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2017 was Raymond James & Associates, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2017.