SHE icon

SPDR MSCI USA Gender Diversity ETF
SHE

Overview Fund Activity

52 hedge funds and large institutions have $260M invested in SPDR MSCI USA Gender Diversity ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.14M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.34M
3
Morgan Stanley
Morgan Stanley
New York
+$810K
4
GI
Gradient Investments
Minnesota
+$297K
5
RCS
Retirement Capital Strategies
California
+$203K

Top Sellers

1
FTI
Fiduciary Trust International
Massachusetts
-$997K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$749K
3
BFA
Beaumont Financial Advisors
Massachusetts
-$214K
4
MSS
Mitchell Sinkler & Starr
Pennsylvania
-$207K
5
CAN
Cetera Advisor Networks
California
-$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$112K -$99K -1,555 -47%
SQA
27
Simon Quick Advisors
New Jersey
$96K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$83K +$20.6K +321 +33%
FHA
29
First Horizon Advisors
Tennessee
$66K +$570 +9 +0.9%
HNB
30
Huntington National Bank
Ohio
$64K -$77K – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$60K -$21.4K -335 -26%
NFG
32
Next Financial Group
Texas
$57K – – –
WF
33
WealthTrust Fairport
Ohio
$48K – – –
FHA
34
Flagship Harbor Advisors
Massachusetts
$40K +$40K +629 New
PAI
35
Pittenger & Anderson Inc
Nebraska
$34K +$34K +527 New
PG
36
Patten Group
Tennessee
$31K +$2.73K +43 +10%
FEG
37
Financial Enhancement Group
Indiana
$30K – – –
Wells Fargo
38
Wells Fargo
California
$24K +$24K +369 New
IA
39
IFP Advisors
Florida
$13K – – –
Citigroup
40
Citigroup
New York
$11K – – –
TCM
41
TD Capital Management
Tennessee
$11K +$572 +9 +5%
HDIM
42
Hanson & Doremus Investment Management
Vermont
$9K – – –
BRC
43
Bell Rock Capital
Delaware
$9K – – –
AWM
44
AllSquare Wealth Management
New York
$3K – – –
AC
45
Arjuna Capital
North Carolina
$3K +$3K +46 New
CFGS
46
Concourse Financial Group Securities
Alabama
$2K +$2K +35 New
TRCT
47
Tower Research Capital (TRC)
New York
$1K – – –
PCG
48
Private Capital Group
Connecticut
$1K +$118 +2 +13%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$64 – – –
FTI
50
Fiduciary Trust International
Massachusetts
– -$997K -12,987 Closed
1
2
3