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State Street SPDR MSCI USA Gender Diversity ETF

85 hedge funds and large institutions have $85.2M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

1.81% more ownership

Funds ownership: 38.06%39.87% (+1.8%)

3% less funds holding

Funds holding: 8885 (-3)

17% less capital invested

Capital invested by funds: $103M → $85.2M (-$17.5M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
29
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1
Rock Creek Group
District of Columbia
$17.6M
Morgan Stanley
2
Morgan Stanley
New York
$13.9M -$480K -5,795 -3%
MD
3
Money Design
Japan
$9.54M +$1.77M +21,320 +20%
LPL Financial
4
LPL Financial
California
$6.29M -$123K -1,488 -2%
Bank of America
5
Bank of America
North Carolina
$4.36M -$38.4K -463 -0.8%
UBS Group
6
UBS Group
Switzerland
$3.14M -$82.4K -994 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.75M -$6.8K -82 -0.2%
Betterment LLC
8
Betterment LLC
New York
$2.68M +$151K +1,824 +5%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.57M +$1.02M +12,277 +57%
WWA
10
WCG Wealth Advisors
Nevada
$1.84M +$2.01M +24,236 New
AFG
11
Albion Financial Group
Utah
$1.72M +$58K +699 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$1.51M +$409K +4,938 +33%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.43M +$323K +3,897 +26%
MIAN
14
Mariner Independent Advisor Network
Kansas
$1.04M +$38.6K +466 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.01M -$20.3K -245 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$905K -$829 -10 -0.1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$897K +$147K +1,771 +18%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$884K -$12.4K -149 -1%
HGWM
19
Harvest Group Wealth Management
Massachusetts
$653K +$8.71K +105 +1%
LWP
20
Laurel Wealth Planning
Minnesota
$560K -$650K -7,838 -52%
WSFS
21
Wilmington Savings Fund Society
Delaware
$537K +$586K +7,073 New
HighTower Advisors
22
HighTower Advisors
Illinois
$529K +$249 +3 +0%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$520K +$25.2K +304 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$498K +$12K +145 +2%
KAS
25
Kestra Advisory Services
Texas
$461K +$52.2K +629 +12%

SHE Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2022, worth a combined $85.2M — down 17% from $103M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SHE and 9 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 29 added.

The largest buyer was Money Design, adding an estimated $1.77M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $2.8M sold.

  • 85 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2022, down from 88 in Q1 2022.
  • Funds reported $85.2M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2022, down 17% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2022 and 12 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2022 was Money Design, an estimated $1.77M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2022 was Wealth Enhancement Advisory Services, an estimated $2.8M sold.

Based on aggregated 13F filings for Q2 2022.