State Street SPDR MSCI USA Gender Diversity ETF
SHE
95 hedge funds and large institutions have $95.5M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
16% more capital invested
Capital invested by funds: $82.5M → $95.5M (+$13M)
4.81% more ownership
Funds ownership: 38.87% → 43.68% (+4.8%)
3% more funds holding
Funds holding: 92 → 95 (+3)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.18M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.77M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$836K |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$519K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$477K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$545K |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$405K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$375K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$296K |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$226K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Creative Planning
Overland Park,
Kansas
| – | -$40.2K | -473 | Closed |
|
|
SSWM
102
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$19.6K | -230 | Closed |
|
|
SCA
103
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$12.8K | -150 | Closed |
|
SHE Hedge Fund Activity: Q4 2023 in Review
95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2023, worth a combined $95.5M — up 16% from $82.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SHE positions and 7 closed out — a net gain of 6 holders — while 26 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.18M. The largest seller was Congress Wealth Management, exiting entirely with an estimated $545K sold.
- 95 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2023, up from 92 in Q3 2023.
- Funds reported $95.5M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 13 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
- The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $9.18M added.
- The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2023 was Congress Wealth Management, an estimated $545K sold.
Based on aggregated 13F filings for Q4 2023.