State Street SPDR MSCI USA Gender Diversity ETF
SHE
67 hedge funds and large institutions have $66.5M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
14% more funds holding
Funds holding: 59 → 67 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25.65% less ownership
Funds ownership: 68.63% → 42.98% (-26%)
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
64% less capital invested
Capital invested by funds: $187M → $66.5M (-$120M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$921K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$459K |
| 3 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
+$330K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$174K |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$123M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$2.62M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.26M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$948K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$906K |
SHE Hedge Fund Activity: Q4 2019 in Review
67 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2019, worth a combined $66.5M — down 64% from $187M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SHE positions and 4 closed out — a net gain of 8 holders — while 13 added to existing stakes and 21 trimmed.
The largest buyer was LPL Financial, adding an estimated $921K. The largest seller was California State Teachers Retirement System (CalSTRS), exiting entirely with an estimated $123M sold.
- 67 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2019, up from 59 in Q3 2019.
- Funds reported $66.5M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2019, down 64% quarter-over-quarter.
- 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2019 and 4 closed out, a net change of +8 holders.
- The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2019 was LPL Financial, an estimated $921K added.
- The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2019 was California State Teachers Retirement System (CalSTRS), an estimated $123M sold.
Based on aggregated 13F filings for Q4 2019.