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State Street SPDR MSCI USA Gender Diversity ETF

83 hedge funds and large institutions have $76.6M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 39.87%40.38% (+0.51%)

2% less funds holding

Funds holding: 8583 (-2)

10% less capital invested

Capital invested by funds: $85.2M → $76.6M (-$8.54M)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1
Rock Creek Group
District of Columbia
$13.1M
Morgan Stanley
2
Morgan Stanley
New York
$10.4M -$3.18M -39,703 -22%
MD
3
Money Design
Japan
$9.42M +$302K +3,774 +3%
LPL Financial
4
LPL Financial
California
$6.8M +$853K +10,664 +13%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.25M +$1.96M +24,518 +72%
Bank of America
6
Bank of America
North Carolina
$4.16M -$28.8K -360 -0.6%
UBS Group
7
UBS Group
Switzerland
$2.98M -$35.7K -446 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.74M +$108K +1,346 +4%
Betterment LLC
9
Betterment LLC
New York
$2.68M
AFG
10
Albion Financial Group
Utah
$2.09M +$479K +5,986 +26%
WWA
11
WCG Wealth Advisors
Nevada
$1.69M -$190K -2,371 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$964K -$1.76K -22 -0.2%
MIAN
13
Mariner Independent Advisor Network
Kansas
$961K -$2.32K -29 -0.2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$954K -$455K -5,689 -30%
GI
15
Gradient Investments
Minnesota
$863K +$949K +11,856 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$793K -$82.6K -1,032 -9%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$746K -$112K -1,398 -12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$672K -$206K -2,578 -22%
HGWM
19
Harvest Group Wealth Management
Massachusetts
$606K -$10.1K -126 -2%
HighTower Advisors
20
HighTower Advisors
Illinois
$539K +$33K +412 +6%
LWP
21
Laurel Wealth Planning
Minnesota
$515K -$23.4K -293 -4%
WSFS
22
Wilmington Savings Fund Society
Delaware
$507K -$9.04K -113 -2%
TRCT
23
Tower Research Capital (TRC)
New York
$493K +$223K +2,785 +70%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$488K -$10.9K -136 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$446K -$35K -438 -7%

SHE Hedge Fund Activity: Q3 2022 in Review

83 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2022, worth a combined $76.6M — down 10% from $85.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SHE and 6 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 22 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.96M. The largest seller was Morgan Stanley, cutting an estimated $3.18M.

  • 83 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $76.6M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2022, down 10% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2022 and 8 closed out, a net change of -2 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2022 was JP Morgan Chase, an estimated $1.96M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2022 was Morgan Stanley, an estimated $3.18M sold.

Based on aggregated 13F filings for Q3 2022.