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State Street SPDR MSCI USA Gender Diversity ETF

101 hedge funds and large institutions have $102M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

29% more capital invested

Capital invested by funds: $78.6M → $102M (+$22.9M)

7.94% more ownership

Funds ownership: 32.12%40.06% (+7.9%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 102101 (-1)

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
35
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1
Rock Creek Group
District of Columbia
$20.4M +$19.8M +179,839 New
LPL Financial
2
LPL Financial
California
$11.7M +$241K +2,192 +2%
Morgan Stanley
3
Morgan Stanley
New York
$10.8M -$330K -3,000 -3%
Bank of America
4
Bank of America
North Carolina
$5.25M -$553K -5,021 -10%
JP Morgan Chase
5
JP Morgan Chase
New York
$5.19M -$47.5K -431 -0.9%
UBS Group
6
UBS Group
Switzerland
$4.81M -$61.3K -557 -1%
Betterment LLC
7
Betterment LLC
New York
$4.15M +$9.8K +89 +0.2%
William Blair & Company
8
William Blair & Company
Illinois
$4.01M +$110 +1 +0%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.75M -$153K -1,387 -4%
AFG
10
Albion Financial Group
Utah
$3.5M -$18.8K -171 -0.6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.86M -$80.7K -733 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.68M -$633K -5,750 -28%
Wells Fargo
13
Wells Fargo
California
$1.29M +$653K +5,926 +110%
Goldman Sachs
14
Goldman Sachs
New York
$1.26M -$305K -2,771 -20%
WSFS
15
Wilmington Savings Fund Society
Delaware
$959K -$17K -154 -2%
GI
16
Gradient Investments
Minnesota
$920K -$13K -118 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$915K +$93.5K +849 +12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$857K +$110 +1 +0%
KAS
19
Kestra Advisory Services
Texas
$853K -$18.6K -169 -2%
BIA
20
Bell Investment Advisors
California
$801K +$5.51K +50 +0.7%
Wealthfront Advisers
21
Wealthfront Advisers
California
$661K +$6.17K +56 +1%
CWM
22
Congress Wealth Management
Massachusetts
$655K -$6.72K -61 -1%
SEI Investments
23
SEI Investments
Pennsylvania
$645K +$12.1K +110 +2%
Ameriprise
24
Ameriprise
Minnesota
$611K +$24.7K +224 +4%
LWP
25
Laurel Wealth Planning
Minnesota
$604K -$330 -3 -0.1%

SHE Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2024, worth a combined $102M — up 29% from $78.6M a quarter earlier.

Fund positioning in SHE was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 35 added to existing stakes and 24 trimmed.

The largest buyer was Rock Creek Group, opening a new position worth an estimated $19.8M. The largest seller was Royal Bank of Canada, cutting an estimated $633K.

  • 101 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2024, down from 102 in Q2 2024.
  • Funds reported $102M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2024 was Rock Creek Group, an estimated $19.8M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $633K sold.

Based on aggregated 13F filings for Q3 2024.