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Impact Shares Womens Empowerment ETF Trading

23 hedge funds and large institutions have $6.53M invested in Impact Shares Womens Empowerment ETF Trading in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

29% more capital invested

Capital invested by funds: $5.04M → $6.53M (+$1.48M)

15% more funds holding

Funds holding: 2023 (+3)

0.97% more ownership

Funds ownership: 16.22%17.19% (+0.97%)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
1
Fulcrum Equity Management
Texas
$3.82M +$1.25M +35,687 +49%
SSCA
2
South Shore Capital Advisors
Massachusetts
$578K
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$412K +$102K +2,906 +33%
Osaic Holdings
4
Osaic Holdings
Arizona
$294K +$13.5K +386 +5%
Bank of America
5
Bank of America
North Carolina
$288K +$105 +3 +0%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$239K
PFO
7
Pathstone Family Office
New Jersey
$230K
SWPG
8
Strategic Wealth Partners Group
Illinois
$224K +$3.36K +96 +2%
SWM
9
Spire Wealth Management
Virginia
$162K +$161K +4,600 New
CFGS
10
Concourse Financial Group Securities
Alabama
$132K +$31.6K +901 +32%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$54K +$53.6K +1,530 New
William Blair & Company
12
William Blair & Company
Illinois
$36K +$2.17K +62 +6%
ADL
13
Asset Dedication LLC
California
$11K +$35 +1 +0.3%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$10K
BFC
15
Bedel Financial Consulting
Indiana
$6K
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$5K
COCM
17
Charter Oak Capital Management
New Hampshire
$5K
FHA
18
First Horizon Advisors
Tennessee
$5K +$1.26K +36 +31%
SSC
19
Syverson Strege & Co
Iowa
$5K +$5.01K +143 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4K
SC
21
Stephens Consulting
Michigan
$2.64K +$2.63K +75 New
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$2K
UBS Group
23
UBS Group
Switzerland
$2K +$1.93K +55 New
Jane Street
24
Jane Street
New York
-$488K -14,912 Closed

WOMN Hedge Fund Activity: Q4 2021 in Review

23 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Impact Shares Womens Empowerment ETF Trading (WOMN) for Q4 2021, worth a combined $6.53M — up 29% from $5.04M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WOMN positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 0 trimmed.

The largest buyer was Fulcrum Equity Management, adding an estimated $1.25M. The largest seller was Jane Street, exiting entirely with an estimated $488K sold.

  • 23 institutional investors held Impact Shares Womens Empowerment ETF Trading (WOMN) as of Q4 2021, up from 20 in Q3 2021.
  • Funds reported $6.53M of Impact Shares Womens Empowerment ETF Trading stock for Q4 2021, up 29% quarter-over-quarter.
  • 5 funds opened new Impact Shares Womens Empowerment ETF Trading positions in Q4 2021 and 2 closed out, a net change of +3 holders.
  • The largest Impact Shares Womens Empowerment ETF Trading buyer in Q4 2021 was Fulcrum Equity Management, an estimated $1.25M added.
  • The largest Impact Shares Womens Empowerment ETF Trading seller in Q4 2021 was Jane Street, an estimated $488K sold.

Based on aggregated 13F filings for Q4 2021.