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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
PGAM
51
Princeton Global Asset Management
New Jersey
$51K
GWM
52
Geneos Wealth Management
Colorado
$50K
BMD
53
Better Money Decisions
New Mexico
$49K +$37K +374 +337%
SPIA
54
Steward Partners Investment Advisory
New York
$47K
AIA
55
Arcadia Investment Advisors
Idaho
$46.6K
Barclays
56
Barclays
United Kingdom
$35K +$32.2K +325 +1,912%
CLOS
57
Compagnie Lombard Odier SCmA
Switzerland
$31K
NFG
58
Next Financial Group
Texas
$29K +$3.96K +40 +16%
SWM
59
Spire Wealth Management
Virginia
$27K -$136K -1,375 -84%
ATC
60
Adirondack Trust Company
New York
$24K +$1.98K +20 +9%
Franklin Resources
61
Franklin Resources
California
$22K
PCG
62
Private Capital Group
Connecticut
$20K
TCM
63
TD Capital Management
Tennessee
$18K +$99 +1 +0.6%
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$15K
HI
65
Harbour Investments
Wisconsin
$13K
HDIM
66
Hanson & Doremus Investment Management
Vermont
$11K
CFB
67
Cullen/Frost Bankers
Texas
$10K
SB
68
Strategic Blueprint
Georgia
$10K +$9.61K +97 New
CFD
69
Creative Financial Designs
Indiana
$8K +$7.43K +75 New
EWM
70
Elmwood Wealth Management
California
$7K
ACA
71
Aptus Capital Advisors
Alabama
$6K
RIM
72
Rockbridge Investment Management
New York
$6K +$5.45K +55 New
AWM
73
AllSquare Wealth Management
New York
$5K
AC
74
Arjuna Capital
North Carolina
$5K
GRP
75
Global Retirement Partners
California
$3K +$2.58K +26 New

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.