State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
117 hedge funds and large institutions have $432M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 6 closing their positions.
133% more capital invested
Capital invested by funds: $185M → $432M (+$246M)
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
44% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 36
29.07% more ownership
Funds ownership: 26.95% → 56.02% (+29%)
4% more funds holding
Funds holding: 112 → 117 (+5)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$252M |
| 2 |
GIA
GHP Investment Advisors
Denver,
Colorado
|
+$5.29M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$1.31M |
| 4 |
Morgan Stanley
New York
|
+$1.08M |
| 5 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$976K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.36M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.22M |
| 3 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$2.99M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$2.6M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.89M |
MDYV Hedge Fund Activity: Q2 2018 in Review
117 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2018, worth a combined $432M — up 133% from $185M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MDYV positions and 6 closed out — a net gain of 7 holders — while 52 added to existing stakes and 36 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $3.36M.
- 117 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2018, up from 112 in Q1 2018.
- Funds reported $432M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2018, up 133% quarter-over-quarter.
- 13 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2018 and 6 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2018 was Financial Engines Advisors, an estimated $252M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2018 was Envestnet Asset Management, an estimated $3.36M sold.
Based on aggregated 13F filings for Q2 2018.