State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
78 hedge funds and large institutions have $120M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
35% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 23
15% more funds holding
Funds holding: 68 → 78 (+10)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
28.32% less ownership
Funds ownership: 92.16% → 63.84% (-28%)
29% less capital invested
Capital invested by funds: $168M → $120M (-$48.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.55M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.51M |
| 3 |
Jane Street
New York
|
+$2.86M |
| 4 |
OA
Opes Advisors
Cupertino,
California
|
+$2.53M |
| 5 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$46.1M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$10.7M |
| 3 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$9.53M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.62M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BlackRock
New York
| $1K | – | – | – |
|
|
FMP
77
Financial Management Professionals
Austin,
Texas
| – | -$46.1M | -988,800 | Closed |
|
|
AA
78
Ancora Advisors
Cleveland,
Ohio
| – | -$28K | -600 | Closed |
|
|
SHJ
79
Sharkey, Howes & Javer
Denver,
Colorado
| – | -$9K | -194 | Closed |
|
80
Creative Planning
Overland Park,
Kansas
| – | -$4K | -90 | Closed |
|
|
TRCT
81
Tower Research Capital (TRC)
New York
| – | +$192 | +4 | New |
|
MDYV Hedge Fund Activity: Q1 2017 in Review
78 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2017, worth a combined $120M — down 29% from $168M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MDYV positions and 4 closed out — a net gain of 12 holders — while 31 added to existing stakes and 23 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $3.55M. The largest seller was Financial Management Professionals, exiting entirely with an estimated $46.1M sold.
- 78 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2017, up from 68 in Q4 2016.
- Funds reported $120M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2017, down 29% quarter-over-quarter.
- 16 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2017 and 4 closed out, a net change of +12 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2017 was Susquehanna International Group, an estimated $3.55M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2017 was Financial Management Professionals, an estimated $46.1M sold.
Based on aggregated 13F filings for Q1 2017.