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State Street SPDR MSCI USA Gender Diversity ETF

83 hedge funds and large institutions have $92.3M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $77.9M → $92.3M (+$14.3M)

1% more funds holding

Funds holding: 8283 (+1)

0.76% less ownership

Funds ownership: 36.81%36.05% (-0.76%)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
33
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$356K -$48.9K -494 -12%
WI
27
WrapManager Inc
California
$346K -$5.64K -57 -2%
Wells Fargo
28
Wells Fargo
California
$346K +$75.9K +766 +29%
C
29
Certuity
Florida
$339K
CCP
30
Cardan Capital Partners
Colorado
$332K +$323K +3,264 New
SQA
31
Simon Quick Advisors
New Jersey
$304K
SSCA
32
South Shore Capital Advisors
Massachusetts
$288K
JIC
33
Johnson Investment Counsel
Ohio
$284K
Stifel Financial
34
Stifel Financial
Missouri
$284K +$27.6K +279 +11%
SCM
35
Southport Capital Management
Tennessee
$278K +$5.94K +60 +2%
KAS
36
Kestra Advisory Services
Texas
$256K +$24.6K +248 +11%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$222K
TRCT
38
Tower Research Capital (TRC)
New York
$215K +$210K +2,121 +70,700%
CA
39
Cetera Advisors
Colorado
$206K +$201K +2,031 New
BWA
40
BDO Wealth Advisors
Florida
$187K
PAI
41
Pittenger & Anderson Inc
Nebraska
$172K +$11K +111 +7%
William Blair & Company
42
William Blair & Company
Illinois
$161K +$99 +1 +0.1%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$141K +$99 +1 +0.1%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K +$86.7K +875 +191%
AIP
45
Ameritas Investment Partners
Nebraska
$135K +$198 +2 +0.2%
CF
46
Centaurus Financial
California
$124K
Citigroup
47
Citigroup
New York
$82K +$71.6K +723 +851%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$75K +$53.5K +540 +271%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$71K +$69.3K +700 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$65K -$2.08K -21 -3%

SHE Hedge Fund Activity: Q2 2021 in Review

83 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2021, worth a combined $92.3M — up 18% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHE positions and 9 closed out — a net gain of 3 holders — while 33 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.56M. The largest seller was Osaic Holdings, cutting an estimated $824K.

  • 83 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2021, up from 82 in Q1 2021.
  • Funds reported $92.3M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2021 and 9 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2021 was Morgan Stanley, an estimated $1.56M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2021 was Osaic Holdings, an estimated $824K sold.

Based on aggregated 13F filings for Q2 2021.