State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
129 hedge funds and large institutions have $579M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
80% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 30
34% more capital invested
Capital invested by funds: $432M → $579M (+$148M)
10% more funds holding
Funds holding: 117 → 129 (+12)
4.08% more ownership
Funds ownership: 56.02% → 60.1% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$72.1M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$20.2M |
| 3 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
+$11.2M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.79M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
-$1.96M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$1.58M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$859K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$290K |
| 5 |
AP
Appleton Partners
Boston,
Massachusetts
|
-$244K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRA
126
Front Row Advisors
Tiburon,
California
| $46 | – | – | – |
|
|
VAS
127
Valicenti Advisory Services
Elmira,
New York
| – | -$1.96M | -37,708 | Closed |
|
|
CA
128
Cetera Advisors
Denver,
Colorado
| – | -$859K | -16,392 | Closed |
|
|
JFA
129
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$112K | -2,162 | Closed |
|
130
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$61K | -1,166 | Closed |
|
|
PFA
131
Pathway Financial Advisors
South Burlington,
Vermont
| – | -$44K | -852 | Closed |
|
|
BCA
132
Bay Colony Advisors
Concord,
Massachusetts
| – | -$28K | -530 | Closed |
|
|
OIA
133
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$15K | -291 | Closed |
|
134
SEI Investments
Oaks,
Pennsylvania
| – | -$12K | -239 | Closed |
|
|
AF
135
Allworth Financial
Folsom,
California
| – | -$8.37K | -156 | -99% |
|
MDYV Hedge Fund Activity: Q3 2018 in Review
129 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2018, worth a combined $579M — up 34% from $432M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new MDYV positions and 8 closed out — a net gain of 13 holders — while 54 added to existing stakes and 30 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $72.1M. The largest seller was Valicenti Advisory Services, exiting entirely with an estimated $1.96M sold.
- 129 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2018, up from 117 in Q2 2018.
- Funds reported $579M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2018, up 34% quarter-over-quarter.
- 21 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2018 and 8 closed out, a net change of +13 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2018 was Financial Engines Advisors, an estimated $72.1M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2018 was Valicenti Advisory Services, an estimated $1.96M sold.
Based on aggregated 13F filings for Q3 2018.