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State Street SPDR MSCI USA Gender Diversity ETF

62 hedge funds and large institutions have $38.6M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

10% more capital invested

Capital invested by funds: $35.1M → $38.6M (+$3.52M)

1.38% less ownership

Funds ownership: 33.3%31.92% (-1.4%)

6% less funds holding

Funds holding: 6662 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
9
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
26
Certuity
Florida
$237K +$225K +3,332 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$222K +$211K +3,125 New
SPIA
28
Steward Partners Investment Advisory
New York
$168K
AIP
29
Ameritas Investment Partners
Nebraska
$121K +$338 +5 +0.3%
EFSCE
30
Enterprise Financial Services Corp (EFSC)
Missouri
$109K
SQA
31
Simon Quick Advisors
New Jersey
$107K
PAG
32
Private Advisor Group
New Jersey
$100K +$95.4K +1,412 New
PAI
33
Pittenger & Anderson Inc
Nebraska
$90K +$4.73K +70 +6%
William Blair & Company
34
William Blair & Company
Illinois
$87K +$78.7K +1,165 +1,942%
CCA
35
Column Capital Advisors
Indiana
$79K +$75.8K +1,122 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$74K +$37.8K +560 +118%
TPWA
37
TRUE Private Wealth Advisors
Oregon
$62K
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$60K +$135 +2 +0.2%
AIA
39
Arcadia Investment Advisors
Idaho
$30.1K +$1.62K +24 +6%
CLOS
40
Compagnie Lombard Odier SCmA
Switzerland
$22K
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.3K +$2.9K +43 +20%
PGAM
42
Princeton Global Asset Management
New Jersey
$17K
ATC
43
Adirondack Trust Company
New York
$15K
PCG
44
Private Capital Group
Connecticut
$14K
TCM
45
TD Capital Management
Tennessee
$13K +$68 +1 +0.6%
Franklin Resources
46
Franklin Resources
California
$13K +$11.8K +175 New
GWM
47
Geneos Wealth Management
Colorado
$13K +$13.5K +200 New
HDIM
48
Hanson & Doremus Investment Management
Vermont
$10K
CFB
49
Cullen/Frost Bankers
Texas
$7K
EWM
50
Elmwood Wealth Management
California
$5K +$4.39K +65 New

SHE Hedge Fund Activity: Q2 2020 in Review

62 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2020, worth a combined $38.6M — up 10% from $35.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SHE and 11 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $1.85M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $5.94M sold.

  • 62 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2020, down from 66 in Q1 2020.
  • Funds reported $38.6M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2020, up 10% quarter-over-quarter.
  • 11 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2020 and 14 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2020 was Morgan Stanley, an estimated $1.85M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2020 was Brinker Capital Investments, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2020.