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State Street SPDR MSCI USA Gender Diversity ETF

92 hedge funds and large institutions have $111M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

6% more funds holding

Funds holding: 8792 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 39.19%38.29% (-0.9%)

2% less capital invested

Capital invested by funds: $113M → $111M (-$2.59M)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
32
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$8K
DWMG
77
DB Wealth Management Group
California
$8K +$8.09K +78 New
EWM
78
Elmwood Wealth Management
California
$7K +$6.74K +65 New
ACA
79
Aptus Capital Advisors
Alabama
$6K
RIM
80
Rockbridge Investment Management
New York
$6K
AWM
81
AllSquare Wealth Management
New York
$5K
AC
82
Arjuna Capital
North Carolina
$5K
CAAS
83
Capital Asset Advisory Services
Michigan
$5K +$3.63K +35 +194%
MWM
84
Mascoma Wealth Management
New Hampshire
$3K +$3.01K +29 New
ST
85
Smithfield Trust
Pennsylvania
$2K
HCP
86
Hexagon Capital Partners
Arkansas
$1K
PO
87
Private Ocean
California
$1K
JWM
88
Janiczek Wealth Management
Colorado
$1K +$1.04K +10 New
GFPC
89
Global Financial Private Client
Florida
$920
APA
90
American Portfolios Advisors
New York
$511
Goldman Sachs
91
Goldman Sachs
New York
-$5.91M -58,518 Closed
FA
92
Forefront Analytics
Pennsylvania
-$4.64M -45,964 Closed
CAN
93
Cetera Advisor Networks
California
-$2.85M -28,205 Closed
FTUS
94
Flow Traders U.S.
New York
-$567K -5,615 Closed
SCM
95
Southport Capital Management
Tennessee
-$277K -2,740 Closed
CF
96
Centaurus Financial
California
-$162K -1,609 Closed
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
-$64K -632 Closed
BMD
98
Better Money Decisions
New Mexico
-$50K -494 Closed
PCG
99
Private Capital Group
Connecticut
-$20K -200 Closed
GRP
100
Global Retirement Partners
California
-$3K -26 Closed

SHE Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2021, worth a combined $111M — down 2.3% from $113M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SHE positions and 12 closed out — a net gain of 6 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Money Design, adding an estimated $8.64M. The largest seller was Goldman Sachs, exiting entirely with an estimated $5.91M sold.

  • 92 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2021, up from 87 in Q3 2021.
  • Funds reported $111M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2021, down 2.3% quarter-over-quarter.
  • 18 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2021 and 12 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2021 was Money Design, an estimated $8.64M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2021 was Goldman Sachs, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2021.