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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
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K +$15.6K +150 +11%
AIP
52
Ameritas Investment Partners
Nebraska
$134K +$104 +1 +0.1%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$73K
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$64K -$11.1K -107 -14%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$64K +$104 +1 +0.2%
GWM
56
Geneos Wealth Management
Colorado
$60K +$10.4K +100 +20%
PGAM
57
Princeton Global Asset Management
New Jersey
$50K
BMD
58
Better Money Decisions
New Mexico
$50K +$934 +9 +2%
SPIA
59
Steward Partners Investment Advisory
New York
$46K
Citigroup
60
Citigroup
New York
$36K -$47.3K -456 -56%
CLOS
61
Compagnie Lombard Odier SCmA
Switzerland
$31K
NFG
62
Next Financial Group
Texas
$29K
SWM
63
Spire Wealth Management
Virginia
$26K
ATC
64
Adirondack Trust Company
New York
$25K
Franklin Resources
65
Franklin Resources
California
$21K -$519 -5 -2%
PCG
66
Private Capital Group
Connecticut
$20K
TCM
67
TD Capital Management
Tennessee
$18K
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$15K
HI
69
Harbour Investments
Wisconsin
$13K
CFB
70
Cullen/Frost Bankers
Texas
$10K
MD
71
Money Design
Japan
$9K +$9.44K +91 New
CFD
72
Creative Financial Designs
Indiana
$8K
ACA
73
Aptus Capital Advisors
Alabama
$6K
RIM
74
Rockbridge Investment Management
New York
$6K
AWM
75
AllSquare Wealth Management
New York
$5K

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.