State Street SPDR MSCI USA Gender Diversity ETF
SHE
58 hedge funds and large institutions have $41.2M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 8 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
7% more capital invested
Capital invested by funds: $38.6M → $41.2M (+$2.67M)
1.15% less ownership
Funds ownership: 31.92% → 30.76% (-1.2%)
6% less funds holding
Funds holding: 62 → 58 (-4)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.1M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$680K |
| 3 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$210K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$197K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$815K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$491K |
| 3 |
WU
Wealthsimple US
Brooklyn,
New York
|
-$417K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$349K |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$322K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
51
Aptus Capital Advisors
Fairhope,
Alabama
| $4K | – | – | – |
|
|
AC
52
Arjuna Capital
Durham,
North Carolina
| $4K | – | – | – |
|
|
FFC
53
Fure Financial Corporation
Bloomington,
Minnesota
| $3K | +$3.22K | +43 | New |
|
|
CAAS
54
Capital Asset Advisory Services
Williamston,
Michigan
| $1K | – | – | – |
|
|
VFA
55
Valeo Financial Advisors
Carmel,
Indiana
| $1K | – | – | – |
|
|
WU
56
Wealthsimple US
Brooklyn,
New York
| – | -$417K | -5,862 | Closed |
|
|
MWM
57
Merriman Wealth Management
Seattle,
Washington
| – | -$322K | -4,529 | Closed |
|
|
PAG
58
Private Advisor Group
Morristown,
New Jersey
| – | -$100K | -1,412 | Closed |
|
|
CCA
59
Column Capital Advisors
Indianapolis,
Indiana
| – | -$79K | -1,122 | Closed |
|
|
PA
60
Procyon Advisors
Shelton,
Connecticut
| – | -$4K | -57 | Closed |
|
|
OPS
61
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$4K | -56 | Closed |
|
|
BW
62
Bison Wealth
Atlanta,
Georgia
| – | -$2K | -31 | Closed |
|
63
Rockefeller Capital Management
New York
| – | -$1K | -12 | Closed |
|
SHE Hedge Fund Activity: Q3 2020 in Review
58 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2020, worth a combined $41.2M — up 6.9% from $38.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SHE and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 17 added.
The largest buyer was Osaic Holdings, adding an estimated $1.1M. The largest seller was Citadel Advisors, cutting an estimated $815K.
- 58 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2020, down from 62 in Q2 2020.
- Funds reported $41.2M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
- 4 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2020 and 8 closed out, a net change of -4 holders.
- The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2020 was Osaic Holdings, an estimated $1.1M added.
- The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2020 was Citadel Advisors, an estimated $815K sold.
Based on aggregated 13F filings for Q3 2020.