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State Street SPDR MSCI USA Gender Diversity ETF

82 hedge funds and large institutions have $77.9M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

44% more capital invested

Capital invested by funds: $54.1M → $77.9M (+$23.8M)

21% more funds holding

Funds holding: 6882 (+14)

7.09% more ownership

Funds ownership: 29.73%36.81% (+7.1%)

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
23
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.4M +$1.41M +15,172 +8%
RCG
2
Rock Creek Group
District of Columbia
$17.1M +$16.8M +179,839 New
UBS Group
3
UBS Group
Switzerland
$4.46M +$1.96M +20,992 +81%
Bank of America
4
Bank of America
North Carolina
$4.38M -$744K -7,985 -15%
LPL Financial
5
LPL Financial
California
$3.92M +$496K +5,329 +15%
CAN
6
Cetera Advisor Networks
California
$2.65M +$306K +3,284 +13%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.3M -$125K -1,342 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.21M +$84.1K +903 +4%
Betterment LLC
9
Betterment LLC
New York
$1.98M +$827K +8,872 +74%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.94M -$581K -6,235 -23%
Ameriprise
11
Ameriprise
Minnesota
$1.54M +$207K +2,221 +16%
LWP
12
Laurel Wealth Planning
Minnesota
$1.49M +$25.2K +271 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.25M +$1.23M +13,202 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.04M -$41.3K -443 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.02M -$121K -1,294 -11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$861K -$45.1K -484 -5%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$859K -$1.77K -19 -0.2%
HighTower Advisors
18
HighTower Advisors
Illinois
$843K +$279 +3 +0%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$811K -$793K -8,508 -50%
PAG
20
Pinnacle Advisory Group
Maryland
$653K +$68.8K +739 +12%
FHA
21
First Horizon Advisors
Tennessee
$543K +$932 +10 +0.2%
ET
22
Equitable Trust
Tennessee
$514K +$250K +2,680 +98%
Goldman Sachs
23
Goldman Sachs
New York
$439K
MSS
24
Mitchell Sinkler & Starr
Pennsylvania
$385K +$17.2K +185 +5%
VA
25
Valmark Advisers
Ohio
$380K

SHE Hedge Fund Activity: Q1 2021 in Review

82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2021, worth a combined $77.9M — up 44% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SHE positions and 5 closed out — a net gain of 15 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Rock Creek Group, opening a new position worth an estimated $16.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $793K.

  • 82 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2021, up from 68 in Q4 2020.
  • Funds reported $77.9M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2021, up 44% quarter-over-quarter.
  • 20 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2021 and 5 closed out, a net change of +15 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2021 was Rock Creek Group, an estimated $16.8M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2021 was Cambridge Investment Research Advisors, an estimated $793K sold.

Based on aggregated 13F filings for Q1 2021.