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State Street SPDR MSCI USA Gender Diversity ETF

85 hedge funds and large institutions have $85.2M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

1.81% more ownership

Funds ownership: 38.06%39.87% (+1.8%)

3% less funds holding

Funds holding: 8885 (-3)

17% less capital invested

Capital invested by funds: $103M → $85.2M (-$17.5M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
29
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
26
First Horizon Advisors
Tennessee
$457K +$301K +3,634 +152%
FWM
27
Fingerlakes Wealth Management
New York
$433K -$54K -651 -10%
Wells Fargo
28
Wells Fargo
California
$433K +$45.4K +547 +11%
Ameriprise
29
Ameriprise
Minnesota
$377K -$80.8K -975 -16%
MCM
30
Mendel Capital Management
Arkansas
$358K +$332 +4 +0.1%
BIA
31
Bell Investment Advisors
California
$356K +$388K +4,682 New
CWM
32
Congress Wealth Management
Massachusetts
$348K -$184K -2,224 -33%
TRCT
33
Tower Research Capital (TRC)
New York
$303K -$116K -1,402 -26%
WI
34
WrapManager Inc
California
$290K +$6.38K +77 +2%
MSS
35
Mitchell Sinkler & Starr
Pennsylvania
$269K -$88.3K -1,065 -23%
BFA
36
Beaumont Financial Advisors
Massachusetts
$257K +$7.05K +85 +3%
Wealthfront Advisers
37
Wealthfront Advisers
California
$255K +$42K +506 +18%
C
38
Certuity
Florida
$253K
JIC
39
Johnson Investment Counsel
Ohio
$251K
MWM
40
Meridian Wealth Management
Kentucky
$251K +$274K +3,307 New
SQA
41
Simon Quick Advisors
New Jersey
$250K +$124K +1,500 +100%
VA
42
Valmark Advisers
Ohio
$247K
SSCA
43
South Shore Capital Advisors
Massachusetts
$227K
KL
44
KilterHowling LLC
Colorado
$225K -$14.7K -177 -6%
V
45
Veritable
Delaware
$216K
PAI
46
Pittenger & Anderson Inc
Nebraska
$140K +$3.73K +45 +3%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K
MCC
48
Money Concepts Capital
Florida
$134K -$9.45K -114 -6%
William Blair & Company
49
William Blair & Company
Illinois
$128K +$8.71K +105 +7%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$121K +$6.05K +73 +5%

SHE Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2022, worth a combined $85.2M — down 17% from $103M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SHE and 9 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 29 added.

The largest buyer was Money Design, adding an estimated $1.77M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $2.8M sold.

  • 85 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2022, down from 88 in Q1 2022.
  • Funds reported $85.2M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2022, down 17% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2022 and 12 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2022 was Money Design, an estimated $1.77M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2022 was Wealth Enhancement Advisory Services, an estimated $2.8M sold.

Based on aggregated 13F filings for Q2 2022.