State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
240 hedge funds and large institutions have $1.26B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 13 closing their positions.
192% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 13
23% more capital invested
Capital invested by funds: $1.03B → $1.26B (+$233M)
11% more funds holding
Funds holding: 216 → 240 (+24)
9% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 89
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
14.93% less ownership
Funds ownership: 70.16% → 55.24% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$192M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$59.2M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$17.1M |
| 4 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
+$7.23M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$45.4M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$18.6M |
| 3 |
LPL Financial
San Diego,
California
|
-$13.3M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$6.63M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$5.63M |
MDYV Hedge Fund Activity: Q2 2021 in Review
240 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2021, worth a combined $1.26B — up 23% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new MDYV positions and 13 closed out — a net gain of 25 holders — while 81 added to existing stakes and 89 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $192M. The largest seller was Orion Portfolio Solutions, cutting an estimated $45.4M.
- 240 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2021, up from 216 in Q1 2021.
- Funds reported $1.26B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2021, up 23% quarter-over-quarter.
- 38 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2021 and 13 closed out, a net change of +25 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2021 was Osaic Holdings, an estimated $192M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2021 was Orion Portfolio Solutions, an estimated $45.4M sold.
Based on aggregated 13F filings for Q2 2021.