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State Street SPDR MSCI USA Gender Diversity ETF

87 hedge funds and large institutions have $113M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

23% more capital invested

Capital invested by funds: $92.3M → $113M (+$20.9M)

5% more funds holding

Funds holding: 8387 (+4)

3.13% more ownership

Funds ownership: 36.05%39.19% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
32
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$567K +$583K +5,615 New
CFSG
27
Community Financial Services Group
Vermont
$563K +$55.5K +535 +11%
KAS
28
Kestra Advisory Services
Texas
$484K +$237K +2,282 +91%
FHA
29
First Horizon Advisors
Tennessee
$469K +$27.9K +269 +6%
BIA
30
Bell Investment Advisors
California
$452K +$465K +4,478 New
MSS
31
Mitchell Sinkler & Starr
Pennsylvania
$435K
BFA
32
Beaumont Financial Advisors
Massachusetts
$365K
Wells Fargo
33
Wells Fargo
California
$361K +$17.3K +167 +5%
WI
34
WrapManager Inc
California
$357K +$12.8K +123 +4%
VA
35
Valmark Advisers
Ohio
$354K
CCP
36
Cardan Capital Partners
Colorado
$337K +$7.16K +69 +2%
C
37
Certuity
Florida
$336K
JIC
38
Johnson Investment Counsel
Ohio
$333K +$51.9K +500 +18%
SQA
39
Simon Quick Advisors
New Jersey
$302K
SSCA
40
South Shore Capital Advisors
Massachusetts
$286K
Stifel Financial
41
Stifel Financial
Missouri
$282K +$104 +1 +0%
SCM
42
Southport Capital Management
Tennessee
$277K
TRCT
43
Tower Research Capital (TRC)
New York
$250K +$36.4K +351 +17%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$221K
SAM
45
Secure Asset Management
Michigan
$201K +$207K +1,994 New
BWA
46
BDO Wealth Advisors
Florida
$186K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$186K +$46.9K +452 +33%
PAI
48
Pittenger & Anderson Inc
Nebraska
$182K +$11.2K +108 +6%
CF
49
Centaurus Financial
California
$162K +$40.7K +392 +32%
William Blair & Company
50
William Blair & Company
Illinois
$160K +$104 +1 +0.1%

SHE Hedge Fund Activity: Q3 2021 in Review

87 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2021, worth a combined $113M — up 23% from $92.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHE positions and 5 closed out — a net gain of 5 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $6.07M. The largest seller was Cetera Advisors, exiting entirely with an estimated $206K sold.

  • 87 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2021, up from 83 in Q2 2021.
  • Funds reported $113M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2021, up 23% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2021 and 5 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2021 was Goldman Sachs, an estimated $6.07M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2021 was Cetera Advisors, an estimated $206K sold.

Based on aggregated 13F filings for Q3 2021.