State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
24 hedge funds and large institutions have $16.8M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
4% more funds holding
Funds holding: 23 → 24 (+1)
8% less capital invested
Capital invested by funds: $18.3M → $16.8M (-$1.45M)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$359K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$214K |
| 3 |
LPL Financial
San Diego,
California
|
+$182K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$63.8K |
| 5 |
CK
Carnick & Kubik
Colorado Springs,
Colorado
|
+$63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.52M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$597K |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$406K |
| 4 |
SG Americas Securities
New York
|
-$375K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$90.7K |
MDYV Hedge Fund Activity: Q1 2014 in Review
24 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2014, worth a combined $16.8M — down 7.9% from $18.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MDYV positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $359K. The largest seller was Susquehanna International Group, cutting an estimated $1.52M.
- 24 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2014, up from 23 in Q4 2013.
- Funds reported $16.8M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2014, down 7.9% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2014 and 1 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2014 was Morgan Stanley, an estimated $359K added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2014 was Susquehanna International Group, an estimated $1.52M sold.
Based on aggregated 13F filings for Q1 2014.