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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

159 hedge funds and large institutions have $1.52B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
–
Holders Change %
0%
% of All Funds
3.49%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
20
Increased
70
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$532M
2
NP
NorthRock Partners
Minnesota
+$10.1M
3
WIA
World Investment Advisors
California
+$9.18M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.77M
5
LFS
Lutz Financial Services
Nebraska
+$1.95M

Top Sellers

1
S
Schroders
United Kingdom
-$83.9M
2
CWA
Clarus Wealth Advisors
Arizona
-$1.81M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$1.72M
4
Jane Street
Jane Street
New York
-$1.16M
5
Morgan Stanley
Morgan Stanley
New York
-$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$582M +$376K +6,934 +0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$533M +$532M +10,375,409 +56,597%
FWP
3
FAS Wealth Partners
Kansas
$29.8M +$912K +17,768 +3%
TC
4
TownSquare Capital
Utah
$25.7M +$1.44M +26,885 +6%
KF
5
Krilogy Financial
Missouri
$22.1M +$1.09M +21,222 +5%
MWA
6
MFA Wealth Advisors
Pennsylvania
$15.2M +$399K +7,780 +3%
CCP
7
Cardan Capital Partners
Colorado
$14M +$634K +12,359 +5%
ML
8
McAdam LLC
Pennsylvania
$13.4M +$1.72M +33,435 +15%
V
9
Veritable
Delaware
$10.4M – – –
NP
10
NorthRock Partners
Minnesota
$10.4M +$10.1M +196,602 +3,668%
GIA
11
GHP Investment Advisors
Colorado
$9.89M +$277K +5,404 +3%
Morgan Stanley
12
Morgan Stanley
New York
$9.2M -$1.04M -20,238 -10%
WIA
13
World Investment Advisors
California
$9.18M +$9.18M +178,858 New
TAIM
14
TD Ameritrade Investment Management
Nebraska
$9.15M +$527K +10,278 +6%
FNT
15
First National Trust
Pennsylvania
$7.86M -$342K -6,671 -4%
TWP
16
Total Wealth Planning
Ohio
$7.75M +$613K +11,940 +9%
CC
17
Cassaday & Co
Virginia
$7.14M – – –
SFM
18
Signet Financial Management
New Jersey
$6.98M +$1.04M +19,520 +18%
Bank of America
19
Bank of America
North Carolina
$6.45M -$55.6K -1,084 -0.9%
WFPG
20
Waller Financial Planning Group
Ohio
$6.32M +$266K +5,068 +4%
LFS
21
Lutz Financial Services
Nebraska
$6.3M +$1.95M +37,965 +45%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$5.96M +$393K +7,658 +7%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$5.91M +$519K +10,136 +10%
PCIA
24
Prime Capital Investment Advisors
Kansas
$5.77M -$1.72M -33,537 -23%
APP
25
Avantax Planning Partners
Iowa
$5.51M +$378K +7,359 +7%
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