State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
348 hedge funds and large institutions have $2.37B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 129 increasing their positions, 100 reducing their positions, and 23 closing their positions.
264% more capital inflows, than outflows
Capital inflows: $638M | Capital outflows: $176M
213% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 23
29% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 100
14% more funds holding
Funds holding: 304 → 348 (+44)
10.39% more ownership
Funds ownership: 75.99% → 86.38% (+10%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$180M |
| 2 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$76.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$49.9M |
| 4 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$36.3M |
| 5 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$40.1M |
| 2 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$29.7M |
| 3 |
Alesco Advisors
Pittsford,
New York
|
-$28.4M |
| 4 |
Confluence Investment Management
St. Louis,
Missouri
|
-$18M |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
-$10.5M |
MDYV Hedge Fund Activity: Q4 2023 in Review
348 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2023, worth a combined $2.37B — up 43% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new MDYV positions and 23 closed out — a net gain of 49 holders — while 129 added to existing stakes and 100 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $180M. The largest seller was Stifel Financial, cutting an estimated $40.1M.
- 348 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2023, up from 304 in Q3 2023.
- Funds reported $2.37B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2023, up 43% quarter-over-quarter.
- 72 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2023 and 23 closed out, a net change of +49 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $180M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2023 was Stifel Financial, an estimated $40.1M sold.
Based on aggregated 13F filings for Q4 2023.