State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
309 hedge funds and large institutions have $1.53B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.
3% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 32
2% less funds holding
Funds holding: 315 → 309 (-6)
11.29% less ownership
Funds ownership: 86.19% → 74.9% (-11%)
12% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 121
25% less capital invested
Capital invested by funds: $2.06B → $1.53B (-$523M)
35% less funds holding in top 10
Funds holding in top 10: 26 → 17 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$134M |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$5.38M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$5.12M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.81M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$285M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$153M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$103M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$38.4M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$31.5M |
MDYV Hedge Fund Activity: Q1 2023 in Review
309 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2023, worth a combined $1.53B — down 25% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new MDYV positions and 32 closed out — a net gain of 1 holder — while 107 added to existing stakes and 121 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $134M. The largest seller was Envestnet Asset Management, cutting an estimated $285M.
- 309 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2023, down from 315 in Q4 2022.
- Funds reported $1.53B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2023, down 25% quarter-over-quarter.
- 33 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2023 and 32 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $134M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $285M sold.
Based on aggregated 13F filings for Q1 2023.