State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
208 hedge funds and large institutions have $1.35B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 17 closing their positions.
573% more capital inflows, than outflows
Capital inflows: $590M | Capital outflows: $87.6M
171% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 17
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
24% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 58
18.84% more ownership
Funds ownership: 68.56% → 87.41% (+19%)
15% more funds holding
Funds holding: 181 → 208 (+27)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$235M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$124M |
| 3 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$73M |
| 4 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$28.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$32.7M |
| 2 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$14M |
| 3 |
Confluence Investment Management
St. Louis,
Missouri
|
-$8.27M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$7.67M |
| 5 |
RMR Wealth Builders
Montclair,
New Jersey
|
-$5.83M |
MDYV Hedge Fund Activity: Q4 2020 in Review
208 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2020, worth a combined $1.35B — up 115% from $630M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new MDYV positions and 17 closed out — a net gain of 29 holders — while 72 added to existing stakes and 58 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $235M. The largest seller was Stifel Financial, cutting an estimated $32.7M.
- 208 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2020, up from 181 in Q3 2020.
- Funds reported $1.35B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2020, up 115% quarter-over-quarter.
- 46 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2020 and 17 closed out, a net change of +29 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $235M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2020 was Stifel Financial, an estimated $32.7M sold.
Based on aggregated 13F filings for Q4 2020.