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SMDY

Syntax Stratified MidCap ETF
SMDY

Delisted

SMDY was delisted on the 27th of September, 2024.

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5 hedge funds and large institutions have $11.3M invested in Syntax Stratified MidCap ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $11M → $11.3M (+$218K)

0% more funds holding

Funds holding: 5 → 5 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
–
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$105

Top Sellers

Rank Fund Capital Flow
1
SA
Syntax Advisors
New York
-$506K
2
VCG
Vantage Consulting Group
Virginia
-$506K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1
Syntax Advisors
New York
$5.6M -$506K -14,461 -8%
VCG
2
Vantage Consulting Group
Virginia
$5.6M -$506K -14,461 -8%
Deutsche Bank
3
Deutsche Bank
Germany
$50.4K – – –
Osaic Holdings
4
Osaic Holdings
Arizona
$11K +$105 +3 +1%
UBS Group
5
UBS Group
Switzerland
$1.62K – – –

SMDY Hedge Fund Activity: Q4 2022 in Review

5 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Syntax Stratified MidCap ETF (SMDY) for Q4 2022, worth a combined $11.3M — up 2% from $11M a quarter earlier.

Fund positioning in SMDY was balanced in Q4 2022: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 2 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $105. The largest seller was Syntax Advisors, cutting an estimated $506K.

  • 5 institutional investors held Syntax Stratified MidCap ETF (SMDY) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $11.3M of Syntax Stratified MidCap ETF stock for Q4 2022, up 2% quarter-over-quarter.
  • 0 funds opened new Syntax Stratified MidCap ETF positions in Q4 2022 and 0 closed out.
  • The largest Syntax Stratified MidCap ETF buyer in Q4 2022 was Osaic Holdings, an estimated $105 added.
  • The largest Syntax Stratified MidCap ETF seller in Q4 2022 was Syntax Advisors, an estimated $506K sold.

Based on aggregated 13F filings for Q4 2022.