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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
BWA
51
BDO Wealth Advisors
Florida
$102K -$41.5K -500 -27%
PTC
52
Private Trust Company
Ohio
$87K +$95K +1,146 New
AIP
53
Ameritas Investment Partners
Nebraska
$53K +$249 +3 +0.4%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$50K -$249 -3 -0.5%
PGAM
55
Princeton Global Asset Management
New Jersey
$38K +$166 +2 +0.4%
SPIA
56
Steward Partners Investment Advisory
New York
$35K
GWM
57
Geneos Wealth Management
Colorado
$31K -$16.1K -194 -32%
BlackRock
58
BlackRock
New York
$30K -$580 -7 -2%
CLOS
59
Compagnie Lombard Odier SCmA
Switzerland
$24K
LC
60
Lindbrook Capital
California
$19K
BMD
61
Better Money Decisions
New Mexico
$18K +$19.9K +240 New
ATC
62
Adirondack Trust Company
New York
$17K -$580 -7 -3%
Franklin Resources
63
Franklin Resources
California
$16K
Citigroup
64
Citigroup
New York
$12K +$8.21K +99 +152%
HI
65
Harbour Investments
Wisconsin
$10K +$10.8K +130 New
CFB
66
Cullen/Frost Bankers
Texas
$8K
CAAS
67
Capital Asset Advisory Services
Michigan
$8K +$166 +2 +2%
CFD
68
Creative Financial Designs
Indiana
$6K
GRP
69
Global Retirement Partners
California
$5K -$415 -5 -7%
IA
70
IFP Advisors
Florida
$5K
AWM
71
AllSquare Wealth Management
New York
$4K
ACA
72
Aptus Capital Advisors
Alabama
$4K
SSC
73
Syverson Strege & Co
Iowa
$4K
GWANC
74
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K +$4.89K +59 New
AC
75
Arjuna Capital
North Carolina
$3K

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.