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State Street SPDR MSCI USA Gender Diversity ETF

68 hedge funds and large institutions have $54.1M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

31% more capital invested

Capital invested by funds: $41.2M → $54.1M (+$12.9M)

17% more funds holding

Funds holding: 5868 (+10)

1.04% less ownership

Funds ownership: 30.76%29.73% (-1%)

Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
18
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.9M -$1.13M -13,687 -7%
Bank of America
2
Bank of America
North Carolina
$4.85M -$21.4K -259 -0.5%
LPL Financial
3
LPL Financial
California
$3.22M +$459K +5,552 +18%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.38M +$103K +1,240 +5%
UBS Group
5
UBS Group
Switzerland
$2.33M +$244K +2,946 +13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.29M +$2.12M +25,562 New
CAN
7
Cetera Advisor Networks
California
$2.2M +$126K +1,519 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.01M -$15.8K -191 -0.8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.53M +$61.7K +746 +5%
LWP
10
Laurel Wealth Planning
Minnesota
$1.39M +$1.28M +15,456 New
Ameriprise
11
Ameriprise
Minnesota
$1.26M +$749K +9,048 +182%
AFG
12
Albion Financial Group
Utah
$1.21M +$306K +3,694 +38%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.08M +$351K +4,244 +54%
Betterment LLC
14
Betterment LLC
New York
$1.07M +$989K +11,953 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.03M +$948K +11,453 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$856K -$154K -1,857 -16%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$812K -$745 -9 -0.1%
HighTower Advisors
18
HighTower Advisors
Illinois
$795K +$343K +4,139 +87%
CA
19
Cetera Advisors
Colorado
$660K +$609K +7,362 New
PAG
20
Pinnacle Advisory Group
Maryland
$550K +$508K +6,138 New
FHA
21
First Horizon Advisors
Tennessee
$512K +$910 +11 +0.2%
Goldman Sachs
22
Goldman Sachs
New York
$414K
VA
23
Valmark Advisers
Ohio
$359K
MSS
24
Mitchell Sinkler & Starr
Pennsylvania
$347K -$43.9K -530 -12%
BFA
25
Beaumont Financial Advisors
Massachusetts
$324K

SHE Hedge Fund Activity: Q4 2020 in Review

68 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2020, worth a combined $54.1M — up 31% from $41.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHE positions and 3 closed out — a net gain of 13 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.12M. The largest seller was Morgan Stanley, cutting an estimated $1.13M.

  • 68 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2020, up from 58 in Q3 2020.
  • Funds reported $54.1M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2020, up 31% quarter-over-quarter.
  • 16 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2020 and 3 closed out, a net change of +13 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $2.12M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2020 was Morgan Stanley, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2020.