State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
163 hedge funds and large institutions have $1.02B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 15 closing their positions.
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
85% more capital invested
Capital invested by funds: $553M → $1.02B (+$471M)
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
12% more funds holding
Funds holding: 146 → 163 (+17)
3.47% more ownership
Funds ownership: 58.5% → 61.96% (+3.5%)
6% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$246M |
| 2 |
S
Schroders
London,
United Kingdom
|
+$80.3M |
| 3 |
Goldman Sachs
New York
|
+$12.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.63M |
| 5 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$5.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.16M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.93M |
| 3 |
FNT
First National Trust
Hermitage,
Pennsylvania
|
-$1.59M |
| 4 |
DSA
Droms Strauss Advisors
St. Louis,
Missouri
|
-$1.46M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.25M |
MDYV Hedge Fund Activity: Q1 2019 in Review
163 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2019, worth a combined $1.02B — up 85% from $553M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new MDYV positions and 15 closed out — a net gain of 20 holders — while 55 added to existing stakes and 52 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $246M. The largest seller was Envestnet Asset Management, cutting an estimated $3.16M.
- 163 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2019, up from 146 in Q4 2018.
- Funds reported $1.02B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2019, up 85% quarter-over-quarter.
- 35 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2019 and 15 closed out, a net change of +20 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $246M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $3.16M sold.
Based on aggregated 13F filings for Q1 2019.