State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
146 hedge funds and large institutions have $553M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 22 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 27
86% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 22
13% more funds holding
Funds holding: 129 → 146 (+17)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
4% less capital invested
Capital invested by funds: $579M → $553M (-$26M)
1.6% less ownership
Funds ownership: 60.1% → 58.5% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$12.2M |
| 2 |
V
Veritable
Wilmington,
Delaware
|
+$10.3M |
| 3 |
CC
Cassaday & Co
Mclean,
Virginia
|
+$6.93M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$5.08M |
| 5 |
CA
Centerpoint Advisors
Needham,
Massachusetts
|
+$4.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
-$16.2M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$15.6M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.89M |
| 4 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$3.42M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.46M |
MDYV Hedge Fund Activity: Q4 2018 in Review
146 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2018, worth a combined $553M — down 4.5% from $579M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new MDYV positions and 22 closed out — a net gain of 19 holders — while 63 added to existing stakes and 27 trimmed.
The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $12.2M. The largest seller was Advisory Alpha, exiting entirely with an estimated $16.2M sold.
- 146 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2018, up from 129 in Q3 2018.
- Funds reported $553M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2018, down 4.5% quarter-over-quarter.
- 41 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2018 and 22 closed out, a net change of +19 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2018 was Cardan Capital Partners, an estimated $12.2M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2018 was Advisory Alpha, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2018.