We are live on ! Find out more
SHE icon

State Street SPDR MSCI USA Gender Diversity ETF

25 hedge funds and large institutions have $330M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

39% more funds holding

Funds holding: 1825 (+7)

3% more capital invested

Capital invested by funds: $319M → $330M (+$10.8M)

1.26% less ownership

Funds ownership: 93.6%92.34% (-1.3%)

Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
1
California State Teachers Retirement System (CalSTRS)
California
$299M
BCI
2
Brinker Capital Investments
Pennsylvania
$18.2M
Bank of America
3
Bank of America
North Carolina
$3.18M +$1.37M +19,312 +76%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.02M +$1.29M +18,143 +74%
Morgan Stanley
5
Morgan Stanley
New York
$1.7M +$1.02M +14,283 +147%
UBS Group
6
UBS Group
Switzerland
$1.21M +$19.4K +273 +2%
DFIG
7
Dragon Financial & Investment Group
California
$1.02M +$1.03M +14,421 New
LPL Financial
8
LPL Financial
California
$455K +$224K +3,146 +96%
FAAS
9
First Allied Advisory Services
California
$445K +$143K +2,006 +47%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$322K +$89.9K +1,264 +38%
VA
11
Valmark Advisers
Ohio
$290K +$43.4K +610 +18%
AG
12
Advisor Group
Arizona
$282K +$197K +2,769 +226%
Jane Street
13
Jane Street
New York
$235K -$886K -12,455 -79%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$223K +$223K +3,142 New
SQA
15
Simon Quick Advisors
New Jersey
$222K
APP
16
Avantax Planning Partners
Iowa
$202K +$203K +2,850 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$116K +$92.8K +1,305 +391%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$39K +$7.61K +107 +25%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$36K +$36.1K +507 New
TCM
20
TD Capital Management
Tennessee
$11K +$427 +6 +4%
BRC
21
Bell Rock Capital
Delaware
$11K +$10.7K +150 New
Citigroup
22
Citigroup
New York
$6K
AWM
23
AllSquare Wealth Management
New York
$3K
PCG
24
Private Capital Group
Connecticut
$1 +$356K +5,000 New
LYV
25
Live Your Vision
Pennsylvania
+$285 +4 New

SHE Hedge Fund Activity: Q4 2017 in Review

25 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2017, worth a combined $330M — up 3.4% from $319M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SHE positions and 0 closed out — a net gain of 7 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, adding an estimated $1.37M. The largest seller was Jane Street, cutting an estimated $886K.

  • 25 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $330M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2017, up 3.4% quarter-over-quarter.
  • 7 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2017 and 0 closed out, a net change of +7 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2017 was Bank of America, an estimated $1.37M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2017 was Jane Street, an estimated $886K sold.

Based on aggregated 13F filings for Q4 2017.