State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
274 hedge funds and large institutions have $1.05B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 49 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 92
8% less funds holding
Funds holding: 297 → 274 (-23)
14.96% less ownership
Funds ownership: 88.76% → 73.8% (-15%)
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
39% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 49
48% less capital invested
Capital invested by funds: $2.01B → $1.05B (-$965M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$37.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.6M |
| 3 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$4.86M |
| 4 |
FNT
First National Trust
Hermitage,
Pennsylvania
|
+$4.11M |
| 5 |
MWM
Minot Wealth Management
Westwood,
Massachusetts
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$349M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$172M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$135M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$48.8M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$22.4M |
MDYV Hedge Fund Activity: Q2 2022 in Review
274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2022, worth a combined $1.05B — down 48% from $2.01B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of MDYV and 30 opened new positions — a net loss of 19 holders — while 92 trimmed existing stakes and 104 added.
The largest buyer was Financial Engines Advisors, adding an estimated $37.4M. The largest seller was Envestnet Asset Management, cutting an estimated $349M.
- 274 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2022, down from 297 in Q1 2022.
- Funds reported $1.05B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2022, down 48% quarter-over-quarter.
- 30 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2022 and 49 closed out, a net change of -19 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $37.4M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $349M sold.
Based on aggregated 13F filings for Q2 2022.