State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
203 hedge funds and large institutions have $1.13B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 12 closing their positions.
375% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 12
110% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 39
28% more funds holding
Funds holding: 159 → 203 (+44)
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
26% less capital invested
Capital invested by funds: $1.52B → $1.13B (-$391M)
34.29% less ownership
Funds ownership: 107.54% → 73.25% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$22.6M |
| 2 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$15M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$3.98M |
| 4 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
+$3.17M |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$546M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$9.18M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$3.65M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.33M |
| 5 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$2.38M |
MDYV Hedge Fund Activity: Q4 2019 in Review
203 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2019, worth a combined $1.13B — down 26% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new MDYV positions and 12 closed out — a net gain of 45 holders — while 82 added to existing stakes and 39 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $22.6M. The largest seller was Envestnet Asset Management, cutting an estimated $546M.
- 203 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2019, up from 159 in Q3 2019.
- Funds reported $1.13B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2019, down 26% quarter-over-quarter.
- 57 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2019 and 12 closed out, a net change of +45 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2019 was Financial Engines Advisors, an estimated $22.6M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $546M sold.
Based on aggregated 13F filings for Q4 2019.