State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
159 hedge funds and large institutions have $1.03B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 19 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 43
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
5.51% more ownership
Funds ownership: 61.96% → 67.48% (+5.5%)
1% more capital invested
Capital invested by funds: $1.02B → $1.03B (+$5.81M)
2% less funds holding
Funds holding: 163 → 159 (-4)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$7.44M |
| 2 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
+$4.09M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$3.33M |
| 4 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
+$1.8M |
| 5 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$11.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.99M |
| 3 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$8.4M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$7.92M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$2.5M |
MDYV Hedge Fund Activity: Q2 2019 in Review
159 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2019, worth a combined $1.03B — up 0.57% from $1.02B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of MDYV and 16 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 67 added.
The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $7.44M. The largest seller was Goldman Sachs, cutting an estimated $11.9M.
- 159 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2019, down from 163 in Q1 2019.
- Funds reported $1.03B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2019, up 0.57% quarter-over-quarter.
- 16 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2019 and 19 closed out, a net change of -3 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2019 was Prime Capital Investment Advisors, an estimated $7.44M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2019 was Goldman Sachs, an estimated $11.9M sold.
Based on aggregated 13F filings for Q2 2019.