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State Street SPDR MSCI USA Gender Diversity ETF

95 hedge funds and large institutions have $95.5M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $82.5M → $95.5M (+$13M)

4.81% more ownership

Funds ownership: 38.87%43.68% (+4.8%)

3% more funds holding

Funds holding: 9295 (+3)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
26
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19M +$9.18M +103,388 +106%
RCG
2
Rock Creek Group
District of Columbia
$17.1M
LPL Financial
3
LPL Financial
California
$9.37M +$8.88K +100 +0.1%
Bank of America
4
Bank of America
North Carolina
$5.09M +$154K +1,737 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.94M -$176K -1,977 -4%
UBS Group
6
UBS Group
Switzerland
$4.14M +$99.6K +1,121 +3%
Betterment LLC
7
Betterment LLC
New York
$3.38M -$1.42K -16 -0%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.15M -$106K -1,195 -3%
AFG
9
Albion Financial Group
Utah
$2.87M +$7.11K +80 +0.3%
William Blair & Company
10
William Blair & Company
Illinois
$2.39M +$519K +5,849 +30%
Citadel Advisors
11
Citadel Advisors
Florida
$2.19M +$1.77M +19,878 +631%
WWA
12
WCG Wealth Advisors
Nevada
$1.95M -$88.6K -998 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.21M +$405K +4,564 +56%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.15M +$836K +9,413 +344%
GI
15
Gradient Investments
Minnesota
$744K -$17.6K -198 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$742K -$133K -1,501 -16%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$707K +$7.73K +87 +1%
KAS
18
Kestra Advisory Services
Texas
$703K +$173K +1,948 +36%
BIA
19
Bell Investment Advisors
California
$696K +$5.59K +63 +0.9%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$680K -$89.7K -1,010 -12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$625K -$26.3K -296 -4%
SEI Investments
22
SEI Investments
Pennsylvania
$612K -$14.3K -161 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$594K -$83.8K -943 -13%
Wealthfront Advisers
24
Wealthfront Advisers
California
$523K +$10.6K +119 +2%
Wells Fargo
25
Wells Fargo
California
$521K +$1.07K +12 +0.2%

SHE Hedge Fund Activity: Q4 2023 in Review

95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2023, worth a combined $95.5M — up 16% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SHE positions and 7 closed out — a net gain of 6 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.18M. The largest seller was Congress Wealth Management, exiting entirely with an estimated $545K sold.

  • 95 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2023, up from 92 in Q3 2023.
  • Funds reported $95.5M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 13 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $9.18M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2023 was Congress Wealth Management, an estimated $545K sold.

Based on aggregated 13F filings for Q4 2023.