State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
159 hedge funds and large institutions have $1.52B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 20 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 41
47% more capital invested
Capital invested by funds: $1.03B → $1.52B (+$488M)
40.06% more ownership
Funds ownership: 67.48% → 107.54% (+40%)
0% more funds holding
Funds holding: 159 → 159 (0)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$524M |
| 2 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$9.93M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$9.03M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.73M |
| 5 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
Schroders
London,
United Kingdom
|
-$83.9M |
| 2 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$1.78M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$1.69M |
| 4 |
Jane Street
New York
|
-$1.16M |
| 5 |
Morgan Stanley
New York
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
JP Morgan Chase
New York
| – | -$5K | -100 | Closed |
|
|
SFSG
177
Stearns Financial Services Group
Greensboro,
North Carolina
| – | -$1K | -24 | Closed |
|
|
ACA
178
Aptus Capital Advisors
Fairhope,
Alabama
| – | +$101 | +2 | New |
|
MDYV Hedge Fund Activity: Q3 2019 in Review
159 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2019, worth a combined $1.52B — up 47% from $1.03B a quarter earlier.
Fund positioning in MDYV was balanced in Q3 2019: 20 funds opened new positions, 20 closed out, 70 added to existing stakes and 41 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $524M. The largest seller was Schroders, exiting entirely with an estimated $83.9M sold.
- 159 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $1.52B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2019, up 47% quarter-over-quarter.
- 20 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2019 and 20 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $524M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2019 was Schroders, an estimated $83.9M sold.
Based on aggregated 13F filings for Q3 2019.