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State Street SPDR MSCI USA Gender Diversity ETF

88 hedge funds and large institutions have $103M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 38.29%38.06% (-0.22%)

4% less funds holding

Funds holding: 9288 (-4)

7% less capital invested

Capital invested by funds: $111M → $103M (-$7.88M)

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
27
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$592K -$48.7K -528 -8%
FWM
27
Fingerlakes Wealth Management
New York
$587K +$135K +1,466 +30%
Ameriprise
28
Ameriprise
Minnesota
$549K -$773K -8,372 -58%
KAS
29
Kestra Advisory Services
Texas
$502K +$48.6K +527 +11%
TRCT
30
Tower Research Capital (TRC)
New York
$497K +$287K +3,105 +136%
Wells Fargo
31
Wells Fargo
California
$475K +$73.6K +797 +18%
MCM
32
Mendel Capital Management
Arkansas
$435K -$13.5K -146 -3%
MSS
33
Mitchell Sinkler & Starr
Pennsylvania
$425K +$27.7K +300 +7%
WI
34
WrapManager Inc
California
$345K +$5.63K +61 +2%
SEA
35
Stegent Equity Advisors
Texas
$321K +$23.2K +251 +8%
C
36
Certuity
Florida
$308K
JIC
37
Johnson Investment Counsel
Ohio
$305K
BFA
38
Beaumont Financial Advisors
Massachusetts
$304K -$29.1K -315 -9%
VA
39
Valmark Advisers
Ohio
$300K
KL
40
KilterHowling LLC
Colorado
$289K -$12.1K -131 -4%
SSCA
41
South Shore Capital Advisors
Massachusetts
$275K +$4.89K +53 +2%
Wealthfront Advisers
42
Wealthfront Advisers
California
$264K +$264K +2,856 New
V
43
Veritable
Delaware
$262K +$262K +2,841 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$245K +$8.03K +87 +3%
FHA
45
First Horizon Advisors
Tennessee
$220K -$309K -3,343 -58%
TIA
46
Traphagen Investment Advisors
New Jersey
$210K +$210K +2,271 New
WLIM
47
White Lighthouse Investment Management
Massachusetts
$203K +$11.5K +125 +6%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$202K
Stifel Financial
49
Stifel Financial
Missouri
$201K -$24.4K -264 -11%
MCC
50
Money Concepts Capital
Florida
$172K +$7.48K +81 +5%

SHE Hedge Fund Activity: Q1 2022 in Review

88 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2022, worth a combined $103M — down 7.1% from $111M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHE positions and 9 closed out — a net gain of 1 holder — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Money Design, adding an estimated $1.93M. The largest seller was Morgan Stanley, cutting an estimated $4.84M.

  • 88 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2022, down from 92 in Q4 2021.
  • Funds reported $103M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2022, down 7.1% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2022 and 9 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2022 was Money Design, an estimated $1.93M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2022 was Morgan Stanley, an estimated $4.84M sold.

Based on aggregated 13F filings for Q1 2022.