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State Street SPDR MSCI USA Gender Diversity ETF

68 hedge funds and large institutions have $54.1M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

31% more capital invested

Capital invested by funds: $41.2M → $54.1M (+$12.9M)

17% more funds holding

Funds holding: 5868 (+10)

1.04% less ownership

Funds ownership: 30.76%29.73% (-1%)

Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
18
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
26
Certuity
Florida
$299K
SQA
27
Simon Quick Advisors
New Jersey
$269K +$124K +1,500 +100%
Stifel Financial
28
Stifel Financial
Missouri
$261K +$241K +2,909 New
SSCA
29
South Shore Capital Advisors
Massachusetts
$254K +$234K +2,830 New
JIC
30
Johnson Investment Counsel
Ohio
$251K
ET
31
Equitable Trust
Tennessee
$245K +$226K +2,732 New
Wells Fargo
32
Wells Fargo
California
$237K -$675K -8,155 -76%
SCM
33
Southport Capital Management
Tennessee
$233K +$215K +2,601 New
MCC
34
Money Concepts Capital
Florida
$155K +$143K +1,734 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$148K +$67.8K +819 +99%
William Blair & Company
36
William Blair & Company
Illinois
$142K +$83 +1 +0.1%
PAI
37
Pittenger & Anderson Inc
Nebraska
$142K +$5.38K +65 +4%
EFSCE
38
Enterprise Financial Services Corp (EFSC)
Missouri
$137K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$124K +$29K +351 +34%
AIP
40
Ameritas Investment Partners
Nebraska
$118K +$166 +2 +0.2%
CF
41
Centaurus Financial
California
$115K +$106K +1,283 New
TPWA
42
TRUE Private Wealth Advisors
Oregon
$78K
SFS
43
Sowell Financial Services
Arkansas
$68K +$62.6K +757 New
PGAM
44
Princeton Global Asset Management
New Jersey
$45K
AIA
45
Arcadia Investment Advisors
Idaho
$41.2K
SPIA
46
Steward Partners Investment Advisory
New York
$41K
DA
47
DCM Advisors
New York
$36K +$33.1K +400 New
CLOS
48
Compagnie Lombard Odier SCmA
Switzerland
$28K
GWM
49
Geneos Wealth Management
Colorado
$24K +$2.4K +29 +13%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1K

SHE Hedge Fund Activity: Q4 2020 in Review

68 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2020, worth a combined $54.1M — up 31% from $41.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHE positions and 3 closed out — a net gain of 13 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.12M. The largest seller was Morgan Stanley, cutting an estimated $1.13M.

  • 68 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2020, up from 58 in Q3 2020.
  • Funds reported $54.1M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2020, up 31% quarter-over-quarter.
  • 16 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2020 and 3 closed out, a net change of +13 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $2.12M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2020 was Morgan Stanley, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2020.