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State Street SPDR MSCI USA Gender Diversity ETF

83 hedge funds and large institutions have $92.3M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $77.9M → $92.3M (+$14.3M)

1% more funds holding

Funds holding: 8283 (+1)

0.76% less ownership

Funds ownership: 36.81%36.05% (-0.76%)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
33
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1
Rock Creek Group
District of Columbia
$22.6M
Morgan Stanley
2
Morgan Stanley
New York
$22.3M +$1.56M +15,748 +8%
UBS Group
3
UBS Group
Switzerland
$4.95M +$169K +1,704 +4%
LPL Financial
4
LPL Financial
California
$4.89M +$677K +6,832 +17%
Bank of America
5
Bank of America
North Carolina
$4.76M +$66.3K +670 +1%
CAN
6
Cetera Advisor Networks
California
$2.87M +$36K +364 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.72M +$251K +2,537 +10%
Betterment LLC
8
Betterment LLC
New York
$2.65M +$526K +5,308 +25%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.4M +$31.9K +322 +1%
AFG
10
Albion Financial Group
Utah
$2.18M +$2.12M +21,443 New
LWP
11
Laurel Wealth Planning
Minnesota
$1.77M +$165K +1,665 +11%
Ameriprise
12
Ameriprise
Minnesota
$1.69M +$40.2K +406 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.22M -$824K -8,323 -41%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.19M +$67K +677 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.17M +$74.6K +753 +7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.1M -$236K -2,388 -18%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$982K +$61.4K +620 +7%
HighTower Advisors
18
HighTower Advisors
Illinois
$897K -$4.75K -48 -0.5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$820K -$46.9K -474 -6%
ET
20
Equitable Trust
Tennessee
$808K +$251K +2,538 +47%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$534K -$377K -3,812 -42%
CFSG
22
Community Financial Services Group
Vermont
$513K +$500K +5,045 New
FHA
23
First Horizon Advisors
Tennessee
$444K -$133K -1,340 -23%
MSS
24
Mitchell Sinkler & Starr
Pennsylvania
$437K +$24.8K +250 +6%
BFA
25
Beaumont Financial Advisors
Massachusetts
$367K

SHE Hedge Fund Activity: Q2 2021 in Review

83 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2021, worth a combined $92.3M — up 18% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHE positions and 9 closed out — a net gain of 3 holders — while 33 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.56M. The largest seller was Osaic Holdings, cutting an estimated $824K.

  • 83 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2021, up from 82 in Q1 2021.
  • Funds reported $92.3M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2021 and 9 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2021 was Morgan Stanley, an estimated $1.56M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2021 was Osaic Holdings, an estimated $824K sold.

Based on aggregated 13F filings for Q2 2021.