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State Street SPDR MSCI USA Gender Diversity ETF

62 hedge funds and large institutions have $38.6M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

10% more capital invested

Capital invested by funds: $35.1M → $38.6M (+$3.52M)

1.38% less ownership

Funds ownership: 33.3%31.92% (-1.4%)

6% less funds holding

Funds holding: 6662 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
9
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.3M +$1.85M +27,406 +16%
Bank of America
2
Bank of America
North Carolina
$4.33M -$19.4K -287 -0.5%
LPL Financial
3
LPL Financial
California
$2.27M +$144K +2,125 +7%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.61M -$40.5K -600 -3%
UBS Group
5
UBS Group
Switzerland
$1.59M -$142K -2,103 -9%
CAN
6
Cetera Advisor Networks
California
$1.51M -$137K -2,023 -9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.22M +$680K +10,061 +141%
Citadel Advisors
8
Citadel Advisors
Florida
$1.11M +$1.06M +15,680 New
FAAS
9
First Allied Advisory Services
California
$976K +$149K +2,212 +19%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$973K +$92.8K +1,374 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$850K -$86.9K -1,286 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$762K -$8.44K -125 -1%
Wells Fargo
13
Wells Fargo
California
$727K +$478K +7,069 +224%
AFG
14
Albion Financial Group
Utah
$653K +$13.5K +200 +2%
Ameriprise
15
Ameriprise
Minnesota
$564K +$534K +7,905 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$499K +$6.28K +93 +1%
WU
17
Wealthsimple US
New York
$417K -$163K -2,420 -29%
HighTower Advisors
18
HighTower Advisors
Illinois
$385K -$13.4K -198 -4%
Goldman Sachs
19
Goldman Sachs
New York
$329K
MWM
20
Merriman Wealth Management
Washington
$322K
MSS
21
Mitchell Sinkler & Starr
Pennsylvania
$313K
FHA
22
First Horizon Advisors
Tennessee
$311K +$199K +2,948 +206%
SFSG
23
Stearns Financial Services Group
North Carolina
$294K +$203 +3 +0.1%
VA
24
Valmark Advisers
Ohio
$284K -$9.46K -140 -3%
BFA
25
Beaumont Financial Advisors
Massachusetts
$257K

SHE Hedge Fund Activity: Q2 2020 in Review

62 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2020, worth a combined $38.6M — up 10% from $35.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SHE and 11 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $1.85M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $5.94M sold.

  • 62 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2020, down from 66 in Q1 2020.
  • Funds reported $38.6M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2020, up 10% quarter-over-quarter.
  • 11 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2020 and 14 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2020 was Morgan Stanley, an estimated $1.85M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2020 was Brinker Capital Investments, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2020.