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SPDR MSCI USA Gender Diversity ETF

48 hedge funds and large institutions have $302M invested in SPDR MSCI USA Gender Diversity ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
15
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
California State Teachers Retirement System (CalSTRS)
1
California State Teachers Retirement System (CalSTRS)
California
$263M
BCI
2
Brinker Capital Investments
Pennsylvania
$11.1M -$7.67M -99,973 -41%
Bank of America
3
Bank of America
North Carolina
$10.1M +$4.89M +63,784 +95%
Morgan Stanley
4
Morgan Stanley
New York
$3.47M +$752K +9,797 +28%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.02M +$1.19M +15,448 +142%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.54M -$1.35M -17,627 -47%
UBS Group
7
UBS Group
Switzerland
$1.36M +$161K +2,099 +13%
FTI
8
Fiduciary Trust International
Massachusetts
$997K +$997K +12,987 New
LPL Financial
9
LPL Financial
California
$894K +$49.9K +650 +6%
RCS
10
Retirement Capital Strategies
California
$833K +$566K +7,374 +212%
FAAS
11
First Allied Advisory Services
California
$774K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$642K +$3.38K +44 +0.5%
SFSG
13
Stearns Financial Services Group
North Carolina
$579K +$579K +7,548 New
DFIG
14
Dragon Financial & Investment Group
California
$364K -$247K -3,217 -40%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$352K -$12.9K -168 -4%
MWM
16
Merriman Wealth Management
Washington
$348K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$329K +$329K +4,289 New
VA
18
Valmark Advisers
Ohio
$325K
HighTower Advisors
19
HighTower Advisors
Illinois
$274K +$274K +3,550 New
AG
20
Advisor Group
Arizona
$254K +$9.96K +130 +4%
RG
21
Rikoon Group
New Mexico
$231K +$231K +3,015 New
BFA
22
Beaumont Financial Advisors
Massachusetts
$214K +$214K +2,793 New
MSS
23
Mitchell Sinkler & Starr
Pennsylvania
$207K +$207K +2,700 New
CAN
24
Cetera Advisor Networks
California
$204K +$204K +2,665 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$199K +$88.9K +1,157 +81%