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State Street SPDR MSCI USA Gender Diversity ETF

87 hedge funds and large institutions have $113M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

23% more capital invested

Capital invested by funds: $92.3M → $113M (+$20.9M)

5% more funds holding

Funds holding: 8387 (+4)

3.13% more ownership

Funds ownership: 36.05%39.19% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
32
Reduced
10
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
$23.5M +$1.33M +12,854 +6%
RCG
2
Rock Creek Group
District of Columbia
$23.2M
LPL Financial
3
LPL Financial
California
$6.55M +$1.74M +16,742 +35%
Goldman Sachs
4
Goldman Sachs
New York
$5.91M +$6.07M +58,518 New
Bank of America
5
Bank of America
North Carolina
$5.56M +$853K +8,221 +18%
UBS Group
6
UBS Group
Switzerland
$4.85M -$69.8K -673 -1%
FA
7
Forefront Analytics
Pennsylvania
$4.64M +$4.77M +45,964 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.05M +$356K +3,435 +13%
Betterment LLC
9
Betterment LLC
New York
$2.95M +$323K +3,115 +12%
CAN
10
Cetera Advisor Networks
California
$2.85M -$1.56K -15 -0.1%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.39M +$2.49K +24 +0.1%
AFG
12
Albion Financial Group
Utah
$2.21M +$50.1K +483 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$2.02M +$2.07M +19,962 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.01M +$941K +9,066 +84%
LWP
15
Laurel Wealth Planning
Minnesota
$1.78M +$23.6K +227 +1%
Ameriprise
16
Ameriprise
Minnesota
$1.73M +$54.7K +527 +3%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.3M +$1.25M +12,074 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.24M +$22.1K +213 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.19M +$33.3K +321 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.18M -$4.67K -45 -0.4%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$961K -$15K -145 -2%
HighTower Advisors
22
HighTower Advisors
Illinois
$901K +$8.82K +85 +1%
ET
23
Equitable Trust
Tennessee
$788K -$15.6K -150 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$736K -$80.9K -780 -10%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$579K +$49.7K +479 +9%

SHE Hedge Fund Activity: Q3 2021 in Review

87 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2021, worth a combined $113M — up 23% from $92.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHE positions and 5 closed out — a net gain of 5 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $6.07M. The largest seller was Cetera Advisors, exiting entirely with an estimated $206K sold.

  • 87 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2021, up from 83 in Q2 2021.
  • Funds reported $113M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2021, up 23% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2021 and 5 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2021 was Goldman Sachs, an estimated $6.07M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2021 was Cetera Advisors, an estimated $206K sold.

Based on aggregated 13F filings for Q3 2021.