State Street SPDR MSCI USA Gender Diversity ETF
SHE
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.
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: 52 → 53 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15M |
| 2 |
EI
Ellevest Inc
New York
|
+$8.9M |
| 3 |
Jane Street
New York
|
+$2.59M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.83M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$999K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$121M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$529K |
| 3 |
LPL Financial
San Diego,
California
|
-$174K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$132K |
| 5 |
PG
Patten Group
Chattanooga,
Tennessee
|
-$31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
51
Concourse Financial Group Securities
Birmingham,
Alabama
| $2K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $2K | +$2K | +29 | New |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $1K | – | – | – |
|
|
54
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$529K | -8,300 | Closed |
|
|
AIC
55
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$132K | -2,072 | Closed |
|
|
PG
56
Patten Group
Chattanooga,
Tennessee
| – | -$31K | -488 | Closed |
|
|
PCG
57
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -17 | Closed |
|
|
BCWM
58
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$64 | -1 | Closed |
|
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.