Xtrackers S&P MidCap 400 ESG ETF
MIDE
10 hedge funds and large institutions have $9.33M invested in Xtrackers S&P MidCap 400 ESG ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 3 closing their positions.
29% more capital invested
Capital invested by funds: $7.24M → $9.33M (+$2.09M)
10.16% more ownership
Funds ownership: 64.19% → 74.35% (+10%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$990K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$95.4K |
| 3 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$84.5K |
| 4 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
+$54K |
| 5 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$9.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Cantor Fitzgerald
New York
|
-$291K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$39K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.55K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $6M | – | – | – |
|
|
AIP
2
Ameritas Investment Partners
Lincoln,
Nebraska
| $1.09M | +$990K | +38,947 | New |
|
|
CCA
3
Cobblestone Capital Advisors
Rochester,
New York
| $464K | +$84.5K | +3,324 | +25% |
|
|
4
Citadel Advisors
Miami,
Florida
| $441K | +$95.4K | +3,754 | +31% |
|
|
SSWM
5
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $403K | +$9.66K | +380 | +3% |
|
|
BEC
6
Blue Edge Capital
Richmond,
Virginia
| $357K | +$54K | +2,125 | +20% |
|
|
CFIA
7
Cantor Fitzgerald Investment Advisors
New York
| $288K | +$262K | +10,319 | New |
|
8
Envestnet Asset Management
Chicago,
Illinois
| $287K | +$1.35K | +53 | +0.5% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $8.93K | +$330 | +13 | +4% |
|
10
Morgan Stanley
New York
| $60 | +$51 | +2 | New |
|
|
CF
11
Cantor Fitzgerald
New York
| – | -$291K | -11,604 | Closed |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$39K | -1,536 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$1.55K | -62 | Closed |
|
MIDE Hedge Fund Activity: Q4 2023 in Review
10 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P MidCap 400 ESG ETF (MIDE) for Q4 2023, worth a combined $9.33M — up 29% from $7.24M a quarter earlier.
Fund positioning in MIDE was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 0 trimmed.
The largest buyer was Ameritas Investment Partners, opening a new position worth an estimated $990K. The largest seller was Cantor Fitzgerald, exiting entirely with an estimated $291K sold.
- 10 institutional investors held Xtrackers S&P MidCap 400 ESG ETF (MIDE) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $9.33M of Xtrackers S&P MidCap 400 ESG ETF stock for Q4 2023, up 29% quarter-over-quarter.
- 3 funds opened new Xtrackers S&P MidCap 400 ESG ETF positions in Q4 2023 and 3 closed out, a net change of 0 holders.
- The largest Xtrackers S&P MidCap 400 ESG ETF buyer in Q4 2023 was Ameritas Investment Partners, an estimated $990K added.
- The largest Xtrackers S&P MidCap 400 ESG ETF seller in Q4 2023 was Cantor Fitzgerald, an estimated $291K sold.
Based on aggregated 13F filings for Q4 2023.