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SPDR S&P 400 Mid Cap Value ETF

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

16% less capital invested

Capital invested by funds: $2.41B → $2.03B (-$379M)

24% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 144

Holders
355
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$54.9M
2 +$28.5M
3 +$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1 -$221M
2 -$94.5M
3 -$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
OPS
Orion Portfolio Solutions
Nebraska
-$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$398M
2
$129M
3
$103M
4
$91.7M
5
$70.9M
6
$61.1M
7
$50.6M
8
$49.9M
9
$48.9M
10
$42.5M
11
$40.2M
12
$36M
13
$26.7M
14
$26.6M
15
$26.3M
16
$25.3M
17
$24.8M
18
$20.5M
19
$20.2M
20
$20M
21
$19.5M
22
$18.3M
23
$17.6M
24
$17.3M
25
$17.2M