SHE icon

SPDR MSCI USA Gender Diversity ETF

94 hedge funds and large institutions have $68.2M invested in SPDR MSCI USA Gender Diversity ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
23
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.9M -$1.38M -17,560 -12%
MD
2
Money Design
Japan
$8.69M -$1.51M -19,113 -15%
LPL Financial
3
LPL Financial
California
$7.98M +$616K +7,824 +8%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.79M +$191K +2,419 +4%
Bank of America
5
Bank of America
North Carolina
$4.22M -$279K -3,538 -6%
UBS Group
6
UBS Group
Switzerland
$3.48M +$258K +3,269 +8%
Betterment LLC
7
Betterment LLC
New York
$2.8M +$18.2K +231 +0.7%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.77M -$189K -2,397 -6%
AFG
9
Albion Financial Group
Utah
$2.18M -$75.8K -962 -3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.77M +$741K +9,408 +72%
WWA
11
WCG Wealth Advisors
Nevada
$1.63M -$95.6K -1,213 -6%
Citadel Advisors
12
Citadel Advisors
Florida
$1.31M +$1.31M +16,574 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.01M +$285K +3,625 +39%
Osaic Holdings
14
Osaic Holdings
Arizona
$889K -$154K -1,946 -15%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$847K -$11.5K -146 -1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$825K +$17.5K +222 +2%
GI
17
Gradient Investments
Minnesota
$767K -$167K -2,119 -18%
HGWM
18
Harvest Group Wealth Management
Massachusetts
$620K -$1.42K -18 -0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$562K +$33.4K +425 +6%
LWP
20
Laurel Wealth Planning
Minnesota
$558K
WSFS
21
Wilmington Savings Fund Society
Delaware
$551K +$2.05K +26 +0.4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$527K +$181K +2,292 +52%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$513K +$30.3K +384 +6%
KAS
24
Kestra Advisory Services
Texas
$503K +$38.5K +489 +8%
SEI Investments
25
SEI Investments
Pennsylvania
$480K +$480K +6,092 New