State Street SPDR MSCI USA Gender Diversity ETF
SHE
89 hedge funds and large institutions have $62.7M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 12 closing their positions.
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
1.63% less ownership
Funds ownership: 33.55% → 31.92% (-1.6%)
5% less funds holding
Funds holding: 94 → 89 (-5)
8% less capital invested
Capital invested by funds: $68.2M → $62.7M (-$5.5M)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$1.64M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$717K |
| 3 |
Goldman Sachs
New York
|
+$565K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$411K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MD
Money Design
Tokyo,
Japan
|
-$8.69M |
| 2 |
Morgan Stanley
New York
|
-$610K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$540K |
| 4 |
JP Morgan Chase
New York
|
-$468K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$330K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGWM
101
ICA Group Wealth Management
Denver,
Colorado
| – | -$3.07K | -39 | Closed |
|
102
Rockefeller Capital Management
New York
| – | -$1K | -14 | Closed |
|
SHE Hedge Fund Activity: Q1 2023 in Review
89 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2023, worth a combined $62.7M — down 8.1% from $68.2M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SHE and 7 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 24 added.
The largest buyer was Money Concepts Capital, adding an estimated $1.64M. The largest seller was Money Design, exiting entirely with an estimated $8.69M sold.
- 89 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2023, down from 94 in Q4 2022.
- Funds reported $62.7M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2023, down 8.1% quarter-over-quarter.
- 7 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2023 and 12 closed out, a net change of -5 holders.
- The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $1.64M added.
- The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2023 was Money Design, an estimated $8.69M sold.
Based on aggregated 13F filings for Q1 2023.