State Street SPDR MSCI USA Gender Diversity ETF
SHE
59 hedge funds and large institutions have $187M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
20% more funds holding
Funds holding: 49 → 59 (+10)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
6.89% less ownership
Funds ownership: 75.52% → 68.63% (-6.9%)
8% less capital invested
Capital invested by funds: $204M → $187M (-$17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$16.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.4M |
| 3 |
Morgan Stanley
New York
|
+$420K |
| 4 |
Goldman Sachs
New York
|
+$340K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$312K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$35.6M |
| 2 |
EI
Ellevest Inc
New York
|
-$10.7M |
| 3 |
SFSG
Stearns Financial Services Group
Greensboro,
North Carolina
|
-$375K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$352K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$306K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $8K | +$8.4K | +114 | New |
|
|
CFB
52
Cullen/Frost Bankers
San Antonio,
Texas
| $7K | – | – | – |
|
|
BRC
53
Bell Rock Capital
Rehoboth Beach,
Delaware
| $5K | – | – | – |
|
|
ACA
54
Aptus Capital Advisors
Fairhope,
Alabama
| $4K | +$4.35K | +59 | New |
|
|
AWM
55
AllSquare Wealth Management
Albany,
New York
| $3K | – | – | – |
|
|
AC
56
Arjuna Capital
Durham,
North Carolina
| $3K | – | – | – |
|
57
Fidelity Investments
Boston,
Massachusetts
| $2K | -$8.33K | -113 | -82% |
|
|
CAN
58
Claraphi Advisory Network
Aliso Viejo,
United States
| $2K | +$2.14K | +29 | New |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| $1K | – | – | – |
|
|
EI
60
Ellevest Inc
New York
| – | -$10.7M | -144,810 | -100% |
|
61
Citigroup
New York
| – | -$15K | -201 | Closed |
|
SHE Hedge Fund Activity: Q3 2019 in Review
59 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2019, worth a combined $187M — down 8.4% from $204M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SHE positions and 1 closed out — a net gain of 10 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $16.9M. The largest seller was Bank of America, cutting an estimated $35.6M.
- 59 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2019, up from 49 in Q2 2019.
- Funds reported $187M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2019, down 8.4% quarter-over-quarter.
- 11 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2019 and 1 closed out, a net change of +10 holders.
- The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2019 was Barber Financial Group, an estimated $16.9M added.
- The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2019 was Bank of America, an estimated $35.6M sold.
Based on aggregated 13F filings for Q3 2019.