State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
309 hedge funds and large institutions have $1.54B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 106 increasing their positions, 121 reducing their positions, and 32 closing their positions.
6% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 32
2% less funds holding
Funds holding: 314 → 309 (-5)
11.29% less ownership
Funds ownership: 86.19% → 74.9% (-11%)
12% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 121
35% less funds holding in top 10
Funds holding in top 10: 26 → 17 (-9)
74% less capital inflows, than outflows
Capital inflows: $201M | Capital outflows: $771M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$134M |
| 2 |
Perennial Investment Advisors
Los Angeles,
California
|
+$5.38M |
| 3 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$5.12M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.81M |
| 5 |
TIAA FSB
Jacksonville,
Florida
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$285M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$153M |
| 3 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$103M |
| 4 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$38.4M |
| 5 |
IHT Wealth Management
Chicago,
Illinois
|
-$31.5M |
MDYV Hedge Fund Activity: Q1 2023 in Review
309 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2023, worth a combined $1.54B — down 25% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new MDYV positions and 32 closed out — a net gain of 2 holders — while 106 added to existing stakes and 121 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $134M. The largest seller was Envestnet Asset Management, cutting an estimated $285M.
- 309 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2023, down from 314 in Q4 2022.
- Funds reported $1.54B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2023, down 25% quarter-over-quarter.
- 34 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2023 and 32 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $134M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $285M sold.
Based on aggregated 13F filings for Q1 2023.