State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
264 hedge funds and large institutions have $1.03B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 112 increasing their positions, 78 reducing their positions, and 32 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 78
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
2% less capital invested
Capital invested by funds: $1.05B → $1.03B (-$16.4M)
4% less funds holding
Funds holding: 274 → 264 (-10)
4.18% less ownership
Funds ownership: 73.8% → 69.62% (-4.2%)
22% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 32
Top Buyers
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$15.6M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$12.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9.62M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.54M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$5.35M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$20.5M |
| 2 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
-$9.46M |
| 3 |
RG
Retirement Group
San Diego,
California
|
-$5.11M |
| 4 |
Morgan Stanley
New York
|
-$3.51M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.8M |
MDYV Hedge Fund Activity: Q3 2022 in Review
264 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2022, worth a combined $1.03B — down 1.6% from $1.05B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of MDYV and 25 opened new positions — a net loss of 7 holders — while 78 trimmed existing stakes and 112 added.
The largest buyer was Tradewinds Capital Management, adding an estimated $15.6M. The largest seller was LPL Financial, cutting an estimated $20.5M.
- 264 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2022, down from 274 in Q2 2022.
- Funds reported $1.03B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2022, down 1.6% quarter-over-quarter.
- 25 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2022 and 32 closed out, a net change of -7 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2022 was Tradewinds Capital Management, an estimated $15.6M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2022 was LPL Financial, an estimated $20.5M sold.
Based on aggregated 13F filings for Q3 2022.