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SPDR MSCI USA Gender Diversity ETF

68 hedge funds and large institutions have $54.1M invested in 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
Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
1.21%
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
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.9M -$1.23M -13,687 -7%
Bank of America
2
Bank of America
North Carolina
$4.85M -$23.2K -259 -0.5%
LPL Financial
3
LPL Financial
California
$3.22M +$498K +5,552 +18%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.38M +$111K +1,240 +5%
UBS Group
5
UBS Group
Switzerland
$2.33M +$264K +2,946 +13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.29M +$2.29M +25,562 New
CAN
7
Cetera Advisor Networks
California
$2.2M +$136K +1,519 +7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$2.01M -$17.1K -191 -0.8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.53M +$66.9K +746 +5%
LWP
10
Laurel Wealth Planning
Minnesota
$1.39M +$1.39M +15,456 New
Ameriprise
11
Ameriprise
Minnesota
$1.26M +$810K +9,048 +182%
AFG
12
Albion Financial Group
Utah
$1.21M +$331K +3,694 +38%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.08M +$380K +4,244 +54%
Betterment LLC
14
Betterment LLC
New York
$1.07M +$1.07M +11,953 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.03M +$1.03M +11,453 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$856K -$166K -1,857 -16%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$812K -$806 -9 -0.1%
HighTower Advisors
18
HighTower Advisors
Illinois
$795K +$370K +4,139 +87%
CA
19
Cetera Advisors
Colorado
$660K +$660K +7,362 New
PAG
20
Pinnacle Advisory Group
Maryland
$550K +$550K +6,138 New
FHA
21
First Horizon Advisors
Tennessee
$512K +$987 +11 +0.2%
Goldman Sachs
22
Goldman Sachs
New York
$414K
VA
23
Valmark Advisers
Ohio
$359K
MSS
24
Mitchell Sinkler & Starr
Pennsylvania
$347K -$47.5K -530 -12%
BFA
25
Beaumont Financial Advisors
Massachusetts
$324K