State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
314 hedge funds and large institutions have $2.06B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 133 increasing their positions, 65 reducing their positions, and 13 closing their positions.
1,492% more capital inflows, than outflows
Capital inflows: $954M | Capital outflows: $59.9M
454% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 13
105% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 65
53% more funds holding in top 10
Funds holding in top 10: 17 → 26 (+9)
19% more funds holding
Funds holding: 263 → 314 (+51)
16.58% more ownership
Funds ownership: 69.62% → 86.19% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$276M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$142M |
| 3 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$103M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$76.3M |
| 5 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$55.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAS Wealth Partners
Leawood,
Kansas
|
-$14.6M |
| 2 |
Parcion Private Wealth
Bellevue,
Washington
|
-$6.82M |
| 3 |
NorthRock Partners
Minneapolis,
Minnesota
|
-$5.66M |
| 4 |
Tradewinds Capital Management
Bellingham,
Washington
|
-$5.62M |
| 5 |
Executive Wealth Management
Brighton,
Michigan
|
-$5.5M |
MDYV Hedge Fund Activity: Q4 2022 in Review
314 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2022, worth a combined $2.06B — up 98% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new MDYV positions and 13 closed out — a net gain of 59 holders — while 133 added to existing stakes and 65 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $276M. The largest seller was FAS Wealth Partners, cutting an estimated $14.6M.
- 314 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2022, up from 263 in Q3 2022.
- Funds reported $2.06B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2022, up 98% quarter-over-quarter.
- 72 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2022 and 13 closed out, a net change of +59 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $276M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2022 was FAS Wealth Partners, an estimated $14.6M sold.
Based on aggregated 13F filings for Q4 2022.