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State Street SPDR MSCI USA Gender Diversity ETF

53 hedge funds and large institutions have $190M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 3

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 5253 (+1)

4.2% less ownership

Funds ownership: 81.69%77.48% (-4.2%)

27% less capital invested

Capital invested by funds: $260M → $190M (-$70.3M)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
26
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Beaumont Financial Advisors
Massachusetts
$256K +$249K +3,610 New
RG
27
Rikoon Group
New Mexico
$243K
AG
28
Advisor Group
Arizona
$128K +$3.58K +52 +3%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$118K +$49.8K +723 +77%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$115K +$22K +320 +25%
EFSCE
31
Enterprise Financial Services Corp (EFSC)
Missouri
$111K +$108K +1,569 New
SQA
32
Simon Quick Advisors
New Jersey
$107K
FHA
33
First Horizon Advisors
Tennessee
$80K +$6.34K +92 +9%
PAI
34
Pittenger & Anderson Inc
Nebraska
$72K +$33.3K +484 +92%
HNB
35
Huntington National Bank
Ohio
$71K
WF
36
WealthTrust Fairport
Ohio
$53K
FHA
37
Flagship Harbor Advisors
Massachusetts
$44K +$207 +3 +0.5%
NFG
38
Next Financial Group
Texas
$43K -$20.7K -300 -33%
NFH
39
NEXT Financial Holdings
Texas
$43K +$41.3K +600 New
FEG
40
Financial Enhancement Group
Indiana
$37K +$9.16K +133 +34%
Wells Fargo
41
Wells Fargo
California
$32K +$5.58K +81 +22%
Citigroup
42
Citigroup
New York
$19K +$6.41K +93 +55%
IA
43
IFP Advisors
Florida
$15K
TCM
44
TD Capital Management
Tennessee
$12K +$69 +1 +0.6%
HDIM
45
Hanson & Doremus Investment Management
Vermont
$10K
BRC
46
Bell Rock Capital
Delaware
$10K +$69 +1 +0.7%
CFB
47
Cullen/Frost Bankers
Texas
$7K +$6.89K +100 New
CA
48
Cetera Advisors
Colorado
$4K +$3.86K +56 New
AWM
49
AllSquare Wealth Management
New York
$3K
AC
50
Arjuna Capital
North Carolina
$3K

SHE Hedge Fund Activity: Q1 2019 in Review

53 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2019, worth a combined $190M — down 27% from $260M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SHE positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $15M. The largest seller was California State Teachers Retirement System (CalSTRS), cutting an estimated $121M.

  • 53 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2019, up from 52 in Q4 2018.
  • Funds reported $190M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2019, down 27% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2019 and 7 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2019 was Bank of America, an estimated $15M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2019 was California State Teachers Retirement System (CalSTRS), an estimated $121M sold.

Based on aggregated 13F filings for Q1 2019.