State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
169 hedge funds and large institutions have $858M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 45 closing their positions.
2% more ownership
Funds ownership: 73.25% → 75.25% (+2%)
3% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 67
17% less funds holding
Funds holding: 203 → 169 (-34)
24% less capital invested
Capital invested by funds: $1.13B → $858M (-$269M)
60% less funds holding in top 10
Funds holding in top 10: 15 → 6 (-9)
62% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$50.2M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$44.1M |
| 3 |
KA
Klingman & Associates
New York
|
+$14.4M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$13.5M |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$19.1M |
| 2 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$16.7M |
| 3 |
V
Veritable
Wilmington,
Delaware
|
-$7.17M |
| 4 |
CC
Cassaday & Co
Mclean,
Virginia
|
-$6.63M |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$6.22M |
MDYV Hedge Fund Activity: Q1 2020 in Review
169 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2020, worth a combined $858M — down 24% from $1.13B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of MDYV and 17 opened new positions — a net loss of 28 holders — while 67 trimmed existing stakes and 65 added.
The largest buyer was Stifel Financial, adding an estimated $50.2M. The largest seller was Krilogy Financial, cutting an estimated $19.1M.
- 169 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2020, down from 203 in Q4 2019.
- Funds reported $858M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2020, down 24% quarter-over-quarter.
- 17 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2020 and 45 closed out, a net change of -28 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2020 was Stifel Financial, an estimated $50.2M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2020 was Krilogy Financial, an estimated $19.1M sold.
Based on aggregated 13F filings for Q1 2020.