State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
235 hedge funds and large institutions have $990M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 17 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 79
14.4% more ownership
Funds ownership: 55.24% → 69.64% (+14%)
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
2% less funds holding
Funds holding: 240 → 235 (-5)
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
21% less capital invested
Capital invested by funds: $1.26B → $990M (-$271M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSN
D. Scott Neal
Lexington,
Kentucky
|
+$14.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.1M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$6.08M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$4.81M |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$194M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$57.3M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$15M |
| 4 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
-$7.11M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.29M |
MDYV Hedge Fund Activity: Q3 2021 in Review
235 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2021, worth a combined $990M — down 21% from $1.26B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of MDYV and 16 opened new positions — a net loss of 1 holder — while 79 trimmed existing stakes and 97 added.
The largest buyer was D. Scott Neal, opening a new position worth an estimated $14.4M. The largest seller was Osaic Holdings, cutting an estimated $194M.
- 235 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2021, down from 240 in Q2 2021.
- Funds reported $990M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2021, down 21% quarter-over-quarter.
- 16 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2021 and 17 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2021 was D. Scott Neal, an estimated $14.4M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2021 was Osaic Holdings, an estimated $194M sold.
Based on aggregated 13F filings for Q3 2021.