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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

163 hedge funds and large institutions have $1.02B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+17
Holders Change %
+11.64%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
35
Increased
55
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$260M
2
S
Schroders
United Kingdom
+$81.4M
3
Goldman Sachs
Goldman Sachs
New York
+$12.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.76M
5
CWA
Clarus Wealth Advisors
Arizona
+$5.43M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.21M
2
UBS Group
UBS Group
Switzerland
-$1.96M
3
FNT
First National Trust
Pennsylvania
-$1.61M
4
DSA
Droms Strauss Advisors
Missouri
-$1.48M
5
IA
IFP Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$572M +$260M +4,949,298 +84%
S
2
Schroders
United Kingdom
$81.4M +$81.4M +1,616,790 New
FWP
3
FAS Wealth Partners
Kansas
$27.8M +$1.07M +21,312 +4%
TC
4
TownSquare Capital
Utah
$24.7M +$719K +14,279 +3%
KF
5
Krilogy Financial
Missouri
$20.7M -$128K -2,544 -0.6%
MWA
6
MFA Wealth Advisors
Pennsylvania
$13.8M +$2.33M +46,220 +20%
CCP
7
Cardan Capital Partners
Colorado
$12.7M +$172K +3,424 +1%
Goldman Sachs
8
Goldman Sachs
New York
$12.3M +$12.3M +243,345 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.4M +$9.76M +193,841 +588%
V
10
Veritable
Delaware
$10.6M – – –
ML
11
McAdam LLC
Pennsylvania
$10.5M +$808K +16,044 +8%
GIA
12
GHP Investment Advisors
Colorado
$9.27M +$437K +8,670 +5%
Morgan Stanley
13
Morgan Stanley
New York
$8.96M -$784K -15,554 -8%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$8.63M +$4.62M +91,750 +115%
HIM
15
Hanlon Investment Management
New Jersey
$8.4M +$8.4M +166,678 New
FNT
16
First National Trust
Pennsylvania
$7.82M -$1.61M -32,040 -17%
CC
17
Cassaday & Co
Virginia
$7.03M -$82.9K -1,645 -1%
TWP
18
Total Wealth Planning
Ohio
$6.57M +$383K +7,611 +6%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$6.42M -$1.06M -21,142 -14%
WFPG
20
Waller Financial Planning Group
Ohio
$5.9M +$183K +3,470 +3%
Bank of America
21
Bank of America
North Carolina
$5.63M +$476K +9,450 +9%
CWA
22
Clarus Wealth Advisors
Arizona
$5.43M +$5.43M +107,824 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$5.37M +$5.21M +103,380 +3,283%
SFM
24
Signet Financial Management
New Jersey
$5.03M +$1.1M +21,093 +28%
SEIA
25
Signature Estate & Investment Advisors
California
$4.48M -$184K -3,658 -4%
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