State Street SPDR MSCI USA Gender Diversity ETF
SHE
34 hedge funds and large institutions have $270M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
36% more funds holding
Funds holding: 25 → 34 (+9)
5.66% less ownership
Funds ownership: 92.34% → 86.68% (-5.7%)
18% less capital invested
Capital invested by funds: $330M → $270M (-$59.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$787K |
| 2 |
Morgan Stanley
New York
|
+$586K |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$326K |
| 4 |
LPL Financial
San Diego,
California
|
+$192K |
| 5 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$74.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$56.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.22M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$359K |
| 4 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$358K |
| 5 |
SQA
Simon Quick Advisors
Morristown,
New Jersey
|
-$222K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRC
26
Bell Rock Capital
Rehoboth Beach,
Delaware
| $11K | – | – | – |
|
|
TCM
27
TD Capital Management
Memphis,
Tennessee
| $11K | +$72 | +1 | +0.6% |
|
|
HDIM
28
Hanson & Doremus Investment Management
Burlington,
Vermont
| $10K | +$10.1K | +140 | New |
|
|
WPW
29
Winthrop Partners - WNY
Buffalo,
New York
| $6.95K | +$7.19K | +100 | New |
|
30
Citigroup
New York
| $6K | – | – | – |
|
|
AWM
31
AllSquare Wealth Management
Albany,
New York
| $3K | – | – | – |
|
|
PCG
32
Private Capital Group
West Hartford,
Connecticut
| $1K | -$358K | -4,984 | -100% |
|
|
SQA
33
Simon Quick Advisors
Morristown,
New Jersey
| – | -$222K | -3,000 | Closed |
|
34
BlackRock
New York
| – | +$72 | +1 | New |
|
|
ML
35
McAdam LLC
Philadelphia,
Pennsylvania
| – | +$288 | +4 | New |
|
SHE Hedge Fund Activity: Q1 2018 in Review
34 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2018, worth a combined $270M — down 18% from $330M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SHE positions and 1 closed out — a net gain of 9 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $787K. The largest seller was California State Teachers Retirement System (CalSTRS), cutting an estimated $56.9M.
- 34 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2018, up from 25 in Q4 2017.
- Funds reported $270M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2018, down 18% quarter-over-quarter.
- 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2018 and 1 closed out, a net change of +9 holders.
- The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2018 was Jane Street, an estimated $787K added.
- The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2018 was California State Teachers Retirement System (CalSTRS), an estimated $56.9M sold.
Based on aggregated 13F filings for Q1 2018.