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State Street SPDR MSCI USA Gender Diversity ETF

82 hedge funds and large institutions have $77.9M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

44% more capital invested

Capital invested by funds: $54.1M → $77.9M (+$23.8M)

21% more funds holding

Funds holding: 6882 (+14)

7.09% more ownership

Funds ownership: 29.73%36.81% (+7.1%)

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
23
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Beaumont Financial Advisors
Massachusetts
$343K
WI
27
WrapManager Inc
California
$329K +$323K +3,467 New
C
28
Certuity
Florida
$316K
SQA
29
Simon Quick Advisors
New Jersey
$284K
SSCA
30
South Shore Capital Advisors
Massachusetts
$269K
JIC
31
Johnson Investment Counsel
Ohio
$266K
SCM
32
Southport Capital Management
Tennessee
$254K +$7.36K +79 +3%
Wells Fargo
33
Wells Fargo
California
$250K +$93 +1 +0%
Stifel Financial
34
Stifel Financial
Missouri
$239K -$36.6K -393 -14%
KAS
35
Kestra Advisory Services
Texas
$215K +$211K +2,267 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$207K +$204K +2,185 New
SFS
37
Sowell Financial Services
Arkansas
$180K +$99.6K +1,069 +141%
BWA
38
BDO Wealth Advisors
Florida
$175K +$172K +1,845 New
MCC
39
Money Concepts Capital
Florida
$165K +$93 +1 +0.1%
SWM
40
Spire Wealth Management
Virginia
$156K +$152K +1,636 New
PAI
41
Pittenger & Anderson Inc
Nebraska
$150K
William Blair & Company
42
William Blair & Company
Illinois
$150K +$93 +1 +0.1%
EFSCE
43
Enterprise Financial Services Corp (EFSC)
Missouri
$145K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$132K +$93 +1 +0.1%
AIP
45
Ameritas Investment Partners
Nebraska
$126K +$279 +3 +0.2%
CF
46
Centaurus Financial
California
$116K -$6.15K -66 -5%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$62K -$92K -988 -60%
GWM
48
Geneos Wealth Management
Colorado
$48K +$21.6K +232 +90%
PGAM
49
Princeton Global Asset Management
New Jersey
$47K
SPIA
50
Steward Partners Investment Advisory
New York
$43.7K -$186 -2 -0.4%

SHE Hedge Fund Activity: Q1 2021 in Review

82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2021, worth a combined $77.9M — up 44% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SHE positions and 5 closed out — a net gain of 15 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Rock Creek Group, opening a new position worth an estimated $16.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $793K.

  • 82 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2021, up from 68 in Q4 2020.
  • Funds reported $77.9M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2021, up 44% quarter-over-quarter.
  • 20 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2021 and 5 closed out, a net change of +15 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2021 was Rock Creek Group, an estimated $16.8M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2021 was Cambridge Investment Research Advisors, an estimated $793K sold.

Based on aggregated 13F filings for Q1 2021.