We are live on ! Find out more
SHE icon

State Street SPDR MSCI USA Gender Diversity ETF

49 hedge funds and large institutions have $204M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

7% more capital invested

Capital invested by funds: $190M → $204M (+$13.5M)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.96% less ownership

Funds ownership: 77.48%75.52% (-2%)

8% less funds holding

Funds holding: 5349 (-4)

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
26
Rikoon Group
New Mexico
$233K -$18.2K -253 -7%
EI
27
Ellevest Inc
New York
$145K -$880K -12,208 -8%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$143K +$19.5K +271 +16%
EFSCE
29
Enterprise Financial Services Corp (EFSC)
Missouri
$116K
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$106K -$13K -180 -11%
AG
31
Advisor Group
Arizona
$98K -$36.3K -504 -28%
AIP
32
Ameritas Investment Partners
Nebraska
$90K +$88.9K +1,233 New
FHA
33
First Horizon Advisors
Tennessee
$82K -$721 -10 -0.9%
PAI
34
Pittenger & Anderson Inc
Nebraska
$75K
HNB
35
Huntington National Bank
Ohio
$74K
FHA
36
Flagship Harbor Advisors
Massachusetts
$44K -$1.73K -24 -4%
NFG
37
Next Financial Group
Texas
$44K
FEG
38
Financial Enhancement Group
Indiana
$39K
Wells Fargo
39
Wells Fargo
California
$37K +$3.6K +50 +11%
Citigroup
40
Citigroup
New York
$15K -$4.4K -61 -23%
TCM
41
TD Capital Management
Tennessee
$13K +$72 +1 +0.6%
HDIM
42
Hanson & Doremus Investment Management
Vermont
$10K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$10K +$7.86K +109 +376%
CFB
44
Cullen/Frost Bankers
Texas
$7K
BRC
45
Bell Rock Capital
Delaware
$5K -$5.34K -74 -48%
MWM
46
Merriman Wealth Management
Washington
$3.36K
AWM
47
AllSquare Wealth Management
New York
$3K
AC
48
Arjuna Capital
North Carolina
$3K
CFGS
49
Concourse Financial Group Securities
Alabama
$3K
TRCT
50
Tower Research Capital (TRC)
New York
$1K

SHE Hedge Fund Activity: Q2 2019 in Review

49 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2019, worth a combined $204M — up 7.1% from $190M a quarter earlier.

Fund positioning in SHE was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was Jane Street, exiting entirely with an estimated $2.67M sold.

  • 49 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2019, down from 53 in Q1 2019.
  • Funds reported $204M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 3 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2019 and 3 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2019 was Bank of America, an estimated $10.3M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2019 was Jane Street, an estimated $2.67M sold.

Based on aggregated 13F filings for Q2 2019.