Xtrackers S&P MidCap 400 ESG ETF
MIDE
6 hedge funds and large institutions have $1.19M invested in Xtrackers S&P MidCap 400 ESG ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
1.27% less ownership
Funds ownership: 11.35% → 10.08% (-1.3%)
8% less capital invested
Capital invested by funds: $1.29M → $1.19M (-$99.9K)
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$14.3K |
| 2 |
CF
Cantor Fitzgerald
New York
|
+$7.69K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.37K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.39K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$101K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$64.9K |
| 3 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
-$5.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCA
1
Cobblestone Capital Advisors
Rochester,
New York
| $309K | +$14.3K | +575 | +5% |
|
|
CF
2
Cantor Fitzgerald
New York
| $305K | +$7.69K | +309 | +3% |
|
|
BEC
3
Blue Edge Capital
Richmond,
Virginia
| $291K | -$5.1K | -205 | -2% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $274K | +$1.39K | +56 | +0.5% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $7.67K | +$2.37K | +95 | +48% |
|
|
6
UBS Group
Zurich,
Switzerland
| $1.26K | +$1.2K | +48 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$101K | -4,009 | Closed |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| – | -$64.9K | -2,574 | Closed |
|
MIDE Hedge Fund Activity: Q2 2023 in Review
6 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P MidCap 400 ESG ETF (MIDE) for Q2 2023, worth a combined $1.19M — down 7.8% from $1.29M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MIDE and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.
The largest buyer was Cobblestone Capital Advisors, adding an estimated $14.3K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $101K sold.
- 6 institutional investors held Xtrackers S&P MidCap 400 ESG ETF (MIDE) as of Q2 2023, down from 7 in Q1 2023.
- Funds reported $1.19M of Xtrackers S&P MidCap 400 ESG ETF stock for Q2 2023, down 7.8% quarter-over-quarter.
- 1 fund opened new Xtrackers S&P MidCap 400 ESG ETF positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest Xtrackers S&P MidCap 400 ESG ETF buyer in Q2 2023 was Cobblestone Capital Advisors, an estimated $14.3K added.
- The largest Xtrackers S&P MidCap 400 ESG ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $101K sold.
Based on aggregated 13F filings for Q2 2023.