State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
32 hedge funds and large institutions have $20.9M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 9 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more capital invested
Capital invested by funds: $17.4M → $20.9M (+$3.52M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
7.2% more ownership
Funds ownership: 32.2% → 39.4% (+7.2%)
0% more funds holding
Funds holding: 32 → 32 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
+$2.15M |
| 2 |
CK
Carnick & Kubik
Colorado Springs,
Colorado
|
+$1.54M |
| 3 |
LPL Financial
San Diego,
California
|
+$505K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$501K |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$2.26M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.08M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$725K |
| 4 |
SG Americas Securities
New York
|
-$545K |
| 5 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$505K |
MDYV Hedge Fund Activity: Q4 2014 in Review
32 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2014, worth a combined $20.9M — up 20% from $17.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MDYV positions and 9 closed out — a net gain of 1 holder — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Courage Miller Partners, opening a new position worth an estimated $2.15M. The largest seller was ProVise Management Group, exiting entirely with an estimated $2.26M sold.
- 32 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $20.9M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2014, up 20% quarter-over-quarter.
- 10 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2014 and 9 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2014 was Courage Miller Partners, an estimated $2.15M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2014 was ProVise Management Group, an estimated $2.26M sold.
Based on aggregated 13F filings for Q4 2014.