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SMDY

Syntax Stratified MidCap ETF
SMDY

Delisted

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

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8 hedge funds and large institutions have $12.6M invested in Syntax Stratified MidCap ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 4 → 8 (+4)

5% more capital invested

Capital invested by funds: $12M → $12.6M (+$593K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
8
Holders Change
+4
Holders Change %
+100%
% of All Funds
0.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$236K
2
DAS
Dynamic Advisor Solutions
Arizona
+$219K
3
BC
Barrett & Company
Rhode Island
+$16.3K

Top Sellers

Rank Fund Capital Flow
1
SA
Syntax Advisors
New York
-$341K
2
VCG
Vantage Consulting Group
Virginia
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1
Syntax Advisors
New York
$5.9M -$341K -9,283 -6%
VCG
2
Vantage Consulting Group
Virginia
$5.9M -$341K -9,283 -6%
Citadel Advisors
3
Citadel Advisors
Florida
$248K +$236K +6,405 New
DAS
4
Dynamic Advisor Solutions
Arizona
$231K +$219K +5,963 New
GS
5
GTS Securities
New York
$222K +$211K +5,726 New
Deutsche Bank
6
Deutsche Bank
Germany
$55.5K – – –
BC
7
Barrett & Company
Rhode Island
$17.2K +$16.3K +443 New
Osaic Holdings
8
Osaic Holdings
Arizona
$11.9K – – –

SMDY Hedge Fund Activity: Q2 2023 in Review

8 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Syntax Stratified MidCap ETF (SMDY) for Q2 2023, worth a combined $12.6M — up 4.9% from $12M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SMDY positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $236K. The largest seller was Syntax Advisors, cutting an estimated $341K.

  • 8 institutional investors held Syntax Stratified MidCap ETF (SMDY) as of Q2 2023, up from 4 in Q1 2023.
  • Funds reported $12.6M of Syntax Stratified MidCap ETF stock for Q2 2023, up 4.9% quarter-over-quarter.
  • 4 funds opened new Syntax Stratified MidCap ETF positions in Q2 2023 and 0 closed out, a net change of +4 holders.
  • The largest Syntax Stratified MidCap ETF buyer in Q2 2023 was Citadel Advisors, an estimated $236K added.
  • The largest Syntax Stratified MidCap ETF seller in Q2 2023 was Syntax Advisors, an estimated $341K sold.

Based on aggregated 13F filings for Q2 2023.