Xtrackers S&P MidCap 400 ESG ETF
MIDE
7 hedge funds and large institutions have $1.29M invested in Xtrackers S&P MidCap 400 ESG ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
0.83% less ownership
Funds ownership: 12.18% → 11.35% (-0.83%)
4% less capital invested
Capital invested by funds: $1.35M → $1.29M (-$59.1K)
30% less funds holding
Funds holding: 10 → 7 (-3)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$8.97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$28.7K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25.7K |
| 3 |
CF
Cantor Fitzgerald
New York
|
-$22.6K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19.1K |
| 5 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
-$5.03K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
1
Cantor Fitzgerald
New York
| $286K | -$22.6K | -872 | -7% |
|
|
BEC
2
Blue Edge Capital
Richmond,
Virginia
| $286K | -$5.03K | -194 | -2% |
|
|
CCA
3
Cobblestone Capital Advisors
Rochester,
New York
| $283K | +$8.97K | +346 | +3% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $262K | -$19.1K | -735 | -7% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $101K | -$25.7K | -991 | -20% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $64.9K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $4.99K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$28.7K | -1,167 | Closed |
|
|
LWP
9
Laurel Wealth Planning
Edina,
Minnesota
| – | -$3.27K | -133 | Closed |
|
10
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
MIDE Hedge Fund Activity: Q1 2023 in Review
7 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P MidCap 400 ESG ETF (MIDE) for Q1 2023, worth a combined $1.29M — down 4.4% from $1.35M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MIDE and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 1 added.
The largest buyer was Cobblestone Capital Advisors, adding an estimated $8.97K. The largest seller was UBS Group, exiting entirely with an estimated $28.7K sold.
- 7 institutional investors held Xtrackers S&P MidCap 400 ESG ETF (MIDE) as of Q1 2023, down from 10 in Q4 2022.
- Funds reported $1.29M of Xtrackers S&P MidCap 400 ESG ETF stock for Q1 2023, down 4.4% quarter-over-quarter.
- 0 funds opened new Xtrackers S&P MidCap 400 ESG ETF positions in Q1 2023 and 3 closed out, a net change of -3 holders.
- The largest Xtrackers S&P MidCap 400 ESG ETF buyer in Q1 2023 was Cobblestone Capital Advisors, an estimated $8.97K added.
- The largest Xtrackers S&P MidCap 400 ESG ETF seller in Q1 2023 was UBS Group, an estimated $28.7K sold.
Based on aggregated 13F filings for Q1 2023.