State Street SPDR MSCI USA Gender Diversity ETF
SHE
36 hedge funds and large institutions have $283M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
6% more funds holding
Funds holding: 34 → 36 (+2)
5% more capital invested
Capital invested by funds: $270M → $283M (+$12.4M)
0.75% less ownership
Funds ownership: 86.68% → 85.93% (-0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.86M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.71M |
| 3 |
JP Morgan Chase
New York
|
+$779K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$303K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$861K |
| 2 |
Jane Street
New York
|
-$793K |
| 3 |
DFIG
Dragon Financial & Investment Group
San Mateo,
California
|
-$420K |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$200K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$16.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $42K | – | – | – |
|
|
TCM
27
TD Capital Management
Memphis,
Tennessee
| $12K | +$72 | +1 | +0.6% |
|
|
BRC
28
Bell Rock Capital
Rehoboth Beach,
Delaware
| $11K | +$72 | +1 | +0.7% |
|
|
HDIM
29
Hanson & Doremus Investment Management
Burlington,
Vermont
| $10K | – | – | – |
|
30
Citigroup
New York
| $6K | – | – | – |
|
|
AWM
31
AllSquare Wealth Management
Albany,
New York
| $3K | – | – | – |
|
|
AC
32
Arjuna Capital
Durham,
North Carolina
| $3K | +$3.29K | +46 | New |
|
|
PCG
33
Private Capital Group
West Hartford,
Connecticut
| $1K | -$72 | -1 | -6% |
|
|
BCWM
34
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $72 | +$72 | +1 | New |
|
|
APP
35
Avantax Planning Partners
Dubuque,
Iowa
| – | -$200K | -2,850 | Closed |
|
|
SWP
36
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$13K | -180 | Closed |
|
|
WPW
37
Winthrop Partners - WNY
Buffalo,
New York
| – | -$6.95K | -100 | Closed |
|
|
BC
38
Bartlett & Co
Cincinnati,
Ohio
| – | +$72 | +1 | New |
|
SHE Hedge Fund Activity: Q2 2018 in Review
36 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2018, worth a combined $283M — up 4.6% from $270M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SHE positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.86M. The largest seller was Brinker Capital Investments, cutting an estimated $861K.
- 36 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2018, up from 34 in Q1 2018.
- Funds reported $283M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2018, up 4.6% quarter-over-quarter.
- 6 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2018 and 4 closed out, a net change of +2 holders.
- The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2018 was Susquehanna International Group, an estimated $1.86M added.
- The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2018 was Brinker Capital Investments, an estimated $861K sold.
Based on aggregated 13F filings for Q2 2018.