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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
AIA
51
Arcadia Investment Advisors
Idaho
$43.6K
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.5K +$18.6K +200 +78%
CLOS
53
Compagnie Lombard Odier SCmA
Switzerland
$29K
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$24K +$23.3K +250 New
NFG
55
Next Financial Group
Texas
$23K
ATC
56
Adirondack Trust Company
New York
$20K
Franklin Resources
57
Franklin Resources
California
$20K +$3.73K +40 +23%
PCG
58
Private Capital Group
Connecticut
$19K
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$19K +$18.5K +199 New
TCM
60
TD Capital Management
Tennessee
$17K
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$14K
HDIM
62
Hanson & Doremus Investment Management
Vermont
$13K
HI
63
Harbour Investments
Wisconsin
$12K +$12.1K +130 New
BMD
64
Better Money Decisions
New Mexico
$11K +$10.3K +111 New
CFB
65
Cullen/Frost Bankers
Texas
$9K
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$9K +$8.94K +96 New
Citigroup
67
Citigroup
New York
$8K +$7.92K +85 New
ACA
68
Aptus Capital Advisors
Alabama
$6K
EWM
69
Elmwood Wealth Management
California
$6K +$6.06K +65 New
AWM
70
AllSquare Wealth Management
New York
$4K
AC
71
Arjuna Capital
North Carolina
$4K
CAAS
72
Capital Asset Advisory Services
Michigan
$2K
Barclays
73
Barclays
United Kingdom
$2K +$1.58K +17 New
VFA
74
Valeo Financial Advisors
Indiana
$1K
MA
75
Montag & Associates
Georgia
$1K +$745 +8 New

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.