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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

66 hedge funds and large institutions have $35.1M invested in SPDR MSCI USA Gender Diversity ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
18
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.58M
2
Jane Street
Jane Street
New York
+$316K
3
TSS
Two Sigma Securities
New York
+$286K
4
AFG
Albion Financial Group
Utah
+$271K
5
ET
Equitable Trust
Tennessee
+$248K

Top Sellers

1
BFG
Barber Financial Group
Kansas
-$15M
2
WU
Wealthsimple US
New York
-$3.98M
3
BCI
Brinker Capital Investments
Pennsylvania
-$2.66M
4
FTI
Fiduciary Trust International
Massachusetts
-$2.13M
5
Bank of America
Bank of America
North Carolina
-$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
26
Stearns Financial Services Group
North Carolina
$244K +$84.2K +1,426 +53%
BFA
27
Beaumont Financial Advisors
Massachusetts
$213K – – –
Wells Fargo
28
Wells Fargo
California
$186K +$77.1K +1,306 +71%
SPIA
29
Steward Partners Investment Advisory
New York
$139K – – –
AIP
30
Ameritas Investment Partners
Nebraska
$100K +$17.4K +297 +21%
EFSCE
31
Enterprise Financial Services Corp (EFSC)
Missouri
$90K – – –
SQA
32
Simon Quick Advisors
New Jersey
$89K – – –
FHA
33
First Horizon Advisors
Tennessee
$84K +$6.41K +109 +8%
PAI
34
Pittenger & Anderson Inc
Nebraska
$71K +$2.91K +49 +4%
HNB
35
Huntington National Bank
Ohio
$59K -$77K – –
TPWA
36
TRUE Private Wealth Advisors
Oregon
$51K +$37.7K +648 +284%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$50K +$119 +2 +0.2%
FEG
38
Financial Enhancement Group
Indiana
$29K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$28K -$36.8K -622 -57%
VCP
40
Verus Capital Partners
Arizona
$24K – – –
AIA
41
Arcadia Investment Advisors
Idaho
$23.6K – – –
CLOS
42
Compagnie Lombard Odier SCmA
Switzerland
$18K – – –
PGAM
43
Princeton Global Asset Management
New Jersey
$15K +$15K +250 New
BWM
44
Baystate Wealth Management
Massachusetts
$14K +$121 +2 +0.9%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K +$12.7K +215 New
ATC
46
Adirondack Trust Company
New York
$12K – – –
PCG
47
Private Capital Group
Connecticut
$12K +$12K +200 New
US Bancorp
48
US Bancorp
Minnesota
$12K +$12K +205 New
TCM
49
TD Capital Management
Tennessee
$11K +$62 +1 +0.6%
HDIM
50
Hanson & Doremus Investment Management
Vermont
$8K – – –
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2
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