State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
346 hedge funds and large institutions have $2.41B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.
204% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 23
46% more capital invested
Capital invested by funds: $1.65B → $2.41B (+$757M)
30% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 100
14% more funds holding
Funds holding: 304 → 346 (+42)
11.79% more ownership
Funds ownership: 75.99% → 87.78% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$180M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$76.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$49.9M |
| 4 |
Morgan Stanley
New York
|
+$37.8M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$40.1M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$29.7M |
| 3 |
AA
Alesco Advisors
Pittsford,
New York
|
-$28.4M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$18M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$10.5M |
MDYV Hedge Fund Activity: Q4 2023 in Review
346 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2023, worth a combined $2.41B — up 46% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new MDYV positions and 23 closed out — a net gain of 47 holders — while 130 added to existing stakes and 100 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $180M. The largest seller was Stifel Financial, cutting an estimated $40.1M.
- 346 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2023, up from 304 in Q3 2023.
- Funds reported $2.41B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2023, up 46% quarter-over-quarter.
- 70 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2023 and 23 closed out, a net change of +47 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $180M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2023 was Stifel Financial, an estimated $40.1M sold.
Based on aggregated 13F filings for Q4 2023.