State Street SPDR MSCI USA Gender Diversity ETF
SHE
99 hedge funds and large institutions have $81.4M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
4% more funds holding
Funds holding: 95 → 99 (+4)
9.06% less ownership
Funds ownership: 43.68% → 34.62% (-9.1%)
15% less capital invested
Capital invested by funds: $95.5M → $81.4M (-$14.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$3.2M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$1.89M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$1.02M |
| 4 |
ITB
Idaho Trust Bank
Boise,
Idaho
|
+$490K |
| 5 |
LPL Financial
San Diego,
California
|
+$396K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
-$17.1M |
| 2 |
Morgan Stanley
New York
|
-$10.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.19M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$655K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$253K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCG
101
Rock Creek Group
Washington,
District of Columbia
| – | -$17.1M | -179,839 | Closed |
|
|
102
Citadel Advisors
Miami,
Florida
| – | -$2.19M | -23,028 | Closed |
|
|
FHA
103
First Horizon Advisors
Memphis,
Tennessee
| – | -$227K | -2,390 | Closed |
|
|
MSWM
104
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$2.66K | -28 | Closed |
|
|
JWM
105
Janiczek Wealth Management
Denver,
Colorado
| – | -$950 | -10 | Closed |
|
|
PO
106
Private Ocean
San Rafael,
California
| – | -$989 | -10 | Closed |
|
|
ATC
107
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$824 | -8 | Closed |
|
SHE Hedge Fund Activity: Q1 2024 in Review
99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2024, worth a combined $81.4M — down 15% from $95.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SHE positions and 7 closed out — a net gain of 5 holders — while 28 added to existing stakes and 25 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $3.2M. The largest seller was Rock Creek Group, exiting entirely with an estimated $17.1M sold.
- 99 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2024, up from 95 in Q4 2023.
- Funds reported $81.4M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2024, down 15% quarter-over-quarter.
- 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2024 and 7 closed out, a net change of +5 holders.
- The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2024 was Cetera Advisors, an estimated $3.2M added.
- The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2024 was Rock Creek Group, an estimated $17.1M sold.
Based on aggregated 13F filings for Q1 2024.