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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

59 hedge funds and large institutions have $187M invested in SPDR MSCI USA Gender Diversity ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
15
Reduced
16
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
Barber Financial Group
Kansas
+$16.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.4M
3
Morgan Stanley
Morgan Stanley
New York
+$419K
4
Goldman Sachs
Goldman Sachs
New York
+$339K
5
GI
Gradient Investments
Minnesota
+$311K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.5M
2
SFSG
Stearns Financial Services Group
North Carolina
-$374K
3
UBS Group
UBS Group
Switzerland
-$351K
4
Citadel Advisors
Citadel Advisors
Florida
-$305K
5
RCS
Retirement Capital Strategies
California
-$131K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$285K -$43.5K -598 -13%
SFSG
27
Stearns Financial Services Group
North Carolina
$277K -$374K -5,082 -57%
DWM
28
Dakota Wealth Management
Florida
$274K +$274K +3,731 New
BFA
29
Beaumont Financial Advisors
Massachusetts
$265K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$249K – – –
RG
31
Rikoon Group
New Mexico
$232K +$73 +1 +0%
AIP
32
Ameritas Investment Partners
Nebraska
$120K +$29.8K +407 +33%
EFSCE
33
Enterprise Financial Services Corp (EFSC)
Missouri
$112K -$2.86K -39 -2%
Wells Fargo
34
Wells Fargo
California
$112K +$75.5K +1,033 +207%
SQA
35
Simon Quick Advisors
New Jersey
$110K +$110K +1,500 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$98K -$7.18K -98 -7%
FHA
37
First Horizon Advisors
Tennessee
$97K +$14.7K +201 +18%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$94K -$47.9K -653 -34%
AG
39
Advisor Group
Arizona
$80K -$16.1K -219 -17%
HNB
40
Huntington National Bank
Ohio
$74K -$74K – –
PAI
41
Pittenger & Anderson Inc
Nebraska
$74K – – –
NFG
42
Next Financial Group
Texas
$44K – – –
FHA
43
Flagship Harbor Advisors
Massachusetts
$40K -$3.98K -55 -9%
FEG
44
Financial Enhancement Group
Indiana
$39K – – –
AIA
45
Arcadia Investment Advisors
Idaho
$35K +$35K +476 New
CLOS
46
Compagnie Lombard Odier SCmA
Switzerland
$23K +$23K +310 New
ATC
47
Adirondack Trust Company
New York
$15K +$15K +200 New
TCM
48
TD Capital Management
Tennessee
$13K +$74 +1 +0.6%
HDIM
49
Hanson & Doremus Investment Management
Vermont
$10K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$8K +$5.28K +68 +194%
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