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Impact Shares Womens Empowerment ETF Trading

21 hedge funds and large institutions have $4.75M invested in Impact Shares Womens Empowerment ETF Trading in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

301% more capital invested

Capital invested by funds: $1.18M → $4.75M (+$3.56M)

75% more funds holding

Funds holding: 1221 (+9)

8.3% more ownership

Funds ownership: 7.74%16.04% (+8.3%)

Holders
21
Holders Change
+9
Holders Change %
+75%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
2
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
1
Fulcrum Equity Management
Texas
$2.41M +$2.34M +73,359 New
SSCA
2
South Shore Capital Advisors
Massachusetts
$541K
Jane Street
3
Jane Street
New York
$478K +$463K +14,538 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$357K +$346K +10,854 New
Bank of America
5
Bank of America
North Carolina
$270K
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$224K
PFO
7
Pathstone Family Office
New Jersey
$215K +$208K +6,528 New
CFGS
8
Concourse Financial Group Securities
Alabama
$68K +$65.8K +2,063 New
Osaic Holdings
9
Osaic Holdings
Arizona
$58K +$46.2K +1,450 +490%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$50K
William Blair & Company
11
William Blair & Company
Illinois
$32K +$30.6K +961 New
ADL
12
Asset Dedication LLC
California
$10K +$9.98K +313 New
BFEC
13
Benjamin F. Edwards & Company
Missouri
$8K
BFC
14
Bedel Financial Consulting
Indiana
$5K
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$5K
COCM
16
Charter Oak Capital Management
New Hampshire
$5K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4K
FHA
18
First Horizon Advisors
Tennessee
$3K +$3.22K +101 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.12K +35 +233%
ASN
20
Advisory Services Network
Georgia
$2K +$2.14K +67 New
SWM
21
Spire Wealth Management
Virginia
-$140K -4,600 Closed
Morgan Stanley
22
Morgan Stanley
New York
+$96 +3 New

WOMN Hedge Fund Activity: Q2 2021 in Review

21 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Impact Shares Womens Empowerment ETF Trading (WOMN) for Q2 2021, worth a combined $4.75M — up 301% from $1.18M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WOMN positions and 1 closed out — a net gain of 9 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $2.34M. The largest seller was Spire Wealth Management, exiting entirely with an estimated $140K sold.

  • 21 institutional investors held Impact Shares Womens Empowerment ETF Trading (WOMN) as of Q2 2021, up from 12 in Q1 2021.
  • Funds reported $4.75M of Impact Shares Womens Empowerment ETF Trading stock for Q2 2021, up 301% quarter-over-quarter.
  • 10 funds opened new Impact Shares Womens Empowerment ETF Trading positions in Q2 2021 and 1 closed out, a net change of +9 holders.
  • The largest Impact Shares Womens Empowerment ETF Trading buyer in Q2 2021 was Fulcrum Equity Management, an estimated $2.34M added.
  • The largest Impact Shares Womens Empowerment ETF Trading seller in Q2 2021 was Spire Wealth Management, an estimated $140K sold.

Based on aggregated 13F filings for Q2 2021.