Xtrackers S&P MidCap 400 ESG ETF
MIDE
10 hedge funds and large institutions have $3.37M invested in Xtrackers S&P MidCap 400 ESG ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
6.77% more ownership
Funds ownership: 51.83% → 58.6% (+6.8%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
13% less capital invested
Capital invested by funds: $3.89M → $3.37M (-$520K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$405K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$60.7K |
| 3 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$46.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$46.7K |
| 5 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$41.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$344K |
| 2 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
-$338K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$157K |
| 4 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$156K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$4.57K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Ameritas Investment Partners
Lincoln,
Nebraska
| $1.17M | +$41.6K | +1,441 | +4% |
|
|
CCA
2
Cobblestone Capital Advisors
Rochester,
New York
| $509K | +$12.5K | +434 | +3% |
|
|
BEC
3
Blue Edge Capital
Richmond,
Virginia
| $437K | +$2.6K | +90 | +0.6% |
|
|
4
Goldman Sachs
New York
| $403K | +$405K | +14,019 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $266K | -$157K | -5,432 | -37% |
|
|
SSWM
6
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $241K | -$156K | -5,415 | -39% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $173K | +$60.7K | +2,102 | +54% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $126K | +$46.7K | +1,617 | +59% |
|
|
CA
9
Clearstead Advisors
Cleveland,
Ohio
| $46.5K | +$46.7K | +1,618 | New |
|
10
UBS Group
Zurich,
Switzerland
| $432 | +$433 | +15 | New |
|
|
11
Envestnet Asset Management
Chicago,
Illinois
| – | -$344K | -11,449 | Closed |
|
|
CFIA
12
Cantor Fitzgerald Investment Advisors
New York
| – | -$338K | -11,269 | Closed |
|
|
AF
13
Allworth Financial
Folsom,
California
| – | -$4.57K | -152 | Closed |
|
MIDE Hedge Fund Activity: Q2 2024 in Review
10 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Xtrackers S&P MidCap 400 ESG ETF (MIDE) for Q2 2024, worth a combined $3.37M — down 13% from $3.89M a quarter earlier.
Fund positioning in MIDE was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $405K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $344K sold.
- 10 institutional investors held Xtrackers S&P MidCap 400 ESG ETF (MIDE) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $3.37M of Xtrackers S&P MidCap 400 ESG ETF stock for Q2 2024, down 13% quarter-over-quarter.
- 3 funds opened new Xtrackers S&P MidCap 400 ESG ETF positions in Q2 2024 and 3 closed out, a net change of 0 holders.
- The largest Xtrackers S&P MidCap 400 ESG ETF buyer in Q2 2024 was Goldman Sachs, an estimated $405K added.
- The largest Xtrackers S&P MidCap 400 ESG ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $344K sold.
Based on aggregated 13F filings for Q2 2024.