State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
179 hedge funds and large institutions have $576M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 68 reducing their positions, and 19 closing their positions.
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
7% more funds holding
Funds holding: 168 → 179 (+11)
13% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 68
28.52% less ownership
Funds ownership: 75.25% → 46.72% (-29%)
33% less capital invested
Capital invested by funds: $858M → $576M (-$282M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$18.4M |
| 2 |
AA
Alesco Advisors
Pittsford,
New York
|
+$18M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$14.7M |
| 4 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$10.2M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$7.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$418M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$4.38M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$3.6M |
| 4 |
HF
HRT Financial
New York
|
-$2.99M |
| 5 |
CA
Centerpoint Advisors
Needham,
Massachusetts
|
-$2.67M |
MDYV Hedge Fund Activity: Q2 2020 in Review
179 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2020, worth a combined $576M — down 33% from $858M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MDYV positions and 19 closed out — a net gain of 12 holders — while 59 added to existing stakes and 68 trimmed.
The largest buyer was Benjamin F. Edwards & Company, opening a new position worth an estimated $18.4M. The largest seller was Financial Engines Advisors, cutting an estimated $418M.
- 179 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2020, up from 168 in Q1 2020.
- Funds reported $576M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2020, down 33% quarter-over-quarter.
- 31 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2020 and 19 closed out, a net change of +12 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2020 was Benjamin F. Edwards & Company, an estimated $18.4M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2020 was Financial Engines Advisors, an estimated $418M sold.
Based on aggregated 13F filings for Q2 2020.