Xtrackers S&P MidCap 400 ESG ETF
MIDE
10 hedge funds and large institutions have $1.35M invested in Xtrackers S&P MidCap 400 ESG ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
11% more funds holding
Funds holding: 9 → 10 (+1)
5.19% less ownership
Funds ownership: 17.37% → 12.18% (-5.2%)
23% less capital invested
Capital invested by funds: $1.74M → $1.35M (-$391K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$63.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$14.6K |
| 3 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$12.5K |
| 4 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
+$3.5K |
| 5 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
+$49 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$535K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$43.6K |
| 3 |
CF
Cantor Fitzgerald
New York
|
-$25.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
1
Cantor Fitzgerald
New York
| $300K | -$25.4K | -1,038 | -8% |
|
|
BEC
2
Blue Edge Capital
Richmond,
Virginia
| $283K | +$3.5K | +143 | +1% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $273K | -$43.6K | -1,778 | -14% |
|
|
CCA
4
Cobblestone Capital Advisors
Rochester,
New York
| $267K | +$12.5K | +512 | +5% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $123K | – | – | – |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $63.2K | +$63.1K | +2,574 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $28.7K | +$14.6K | +597 | +105% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $5K | -$6.67K | -272 | -58% |
|
|
LWP
9
Laurel Wealth Planning
Edina,
Minnesota
| $3.27K | +$49 | +2 | +2% |
|
10
Fidelity Investments
Boston,
Massachusetts
| $25 | +$25 | +1 | New |
|
|
11
Jane Street
New York
| – | -$535K | -24,084 | Closed |
|
MIDE Hedge Fund Activity: Q4 2022 in Review
10 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P MidCap 400 ESG ETF (MIDE) for Q4 2022, worth a combined $1.35M — down 23% from $1.74M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MIDE positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Harbour Investments, opening a new position worth an estimated $63.1K. The largest seller was Jane Street, exiting entirely with an estimated $535K sold.
- 10 institutional investors held Xtrackers S&P MidCap 400 ESG ETF (MIDE) as of Q4 2022, up from 9 in Q3 2022.
- Funds reported $1.35M of Xtrackers S&P MidCap 400 ESG ETF stock for Q4 2022, down 23% quarter-over-quarter.
- 2 funds opened new Xtrackers S&P MidCap 400 ESG ETF positions in Q4 2022 and 1 closed out, a net change of +1 holder.
- The largest Xtrackers S&P MidCap 400 ESG ETF buyer in Q4 2022 was Harbour Investments, an estimated $63.1K added.
- The largest Xtrackers S&P MidCap 400 ESG ETF seller in Q4 2022 was Jane Street, an estimated $535K sold.
Based on aggregated 13F filings for Q4 2022.