State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
112 hedge funds and large institutions have $185M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 12 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 30
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
14% more capital invested
Capital invested by funds: $162M → $185M (+$22.8M)
8.37% more ownership
Funds ownership: 18.58% → 26.95% (+8.4%)
3% more funds holding
Funds holding: 109 → 112 (+3)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.86M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$3.44M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$2.83M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$2.67M |
| 5 |
FNT
First National Trust
Hermitage,
Pennsylvania
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$6.87M |
| 2 |
OA
Opes Advisors
Cupertino,
California
|
-$1.64M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$984K |
| 4 |
AP
Appleton Partners
Boston,
Massachusetts
|
-$890K |
| 5 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$704K |
MDYV Hedge Fund Activity: Q1 2018 in Review
112 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2018, worth a combined $185M — up 14% from $162M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MDYV positions and 12 closed out — a net gain of 3 holders — while 54 added to existing stakes and 30 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.86M. The largest seller was MFA Wealth Advisors, exiting entirely with an estimated $6.87M sold.
- 112 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2018, up from 109 in Q4 2017.
- Funds reported $185M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2018, up 14% quarter-over-quarter.
- 15 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2018 and 12 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2018 was Envestnet Asset Management, an estimated $3.86M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2018 was MFA Wealth Advisors, an estimated $6.87M sold.
Based on aggregated 13F filings for Q1 2018.