State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
297 hedge funds and large institutions have $2.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.
165% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 23
77% more capital invested
Capital invested by funds: $1.14B → $2.01B (+$875M)
40% more funds holding in top 10
Funds holding in top 10: 15 → 21 (+6)
29% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 84
16.71% more ownership
Funds ownership: 72.05% → 88.76% (+17%)
12% more funds holding
Funds holding: 265 → 297 (+32)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$355M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$191M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$142M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$48.1M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$13.2M |
| 2 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$12.8M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$11.6M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.68M |
| 5 |
RP
Riverwater Partners
Milwaukee,
Wisconsin
|
-$2.72M |
MDYV Hedge Fund Activity: Q1 2022 in Review
297 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2022, worth a combined $2.01B — up 77% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new MDYV positions and 23 closed out — a net gain of 38 holders — while 108 added to existing stakes and 84 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $355M. The largest seller was Merriman Wealth Management, cutting an estimated $13.2M.
- 297 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2022, up from 265 in Q4 2021.
- Funds reported $2.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2022, up 77% quarter-over-quarter.
- 61 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2022 and 23 closed out, a net change of +38 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $355M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2022 was Merriman Wealth Management, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2022.