We are live on ! Find out more
SHE icon

State Street SPDR MSCI USA Gender Diversity ETF

34 hedge funds and large institutions have $270M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

36% more funds holding

Funds holding: 2534 (+9)

5.66% less ownership

Funds ownership: 92.34%86.68% (-5.7%)

18% less capital invested

Capital invested by funds: $330M → $270M (-$59.6M)

Holders
34
Holders Change
+9
Holders Change %
+36%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
7
Closed
1
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
$240M -$56.9M -791,808 -19%
BCI
2
Brinker Capital Investments
Pennsylvania
$18M
Bank of America
3
Bank of America
North Carolina
$3.05M -$97.9K -1,362 -3%
Morgan Stanley
4
Morgan Stanley
New York
$2.25M +$586K +8,147 +34%
Jane Street
5
Jane Street
New York
$1M +$787K +10,950 +330%
DFIG
6
Dragon Financial & Investment Group
California
$970K -$42.3K -588 -4%
UBS Group
7
UBS Group
Switzerland
$850K -$359K -4,993 -29%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$822K -$2.22M -30,876 -72%
LPL Financial
9
LPL Financial
California
$638K +$192K +2,672 +42%
FAAS
10
First Allied Advisory Services
California
$448K +$7.33K +102 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$349K +$31.9K +443 +10%
MWM
12
Merriman Wealth Management
Washington
$317K +$326K +4,529 New
VA
13
Valmark Advisers
Ohio
$287K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$287K +$68.1K +947 +30%
AG
15
Advisor Group
Arizona
$220K -$61.8K -859 -22%
APP
16
Avantax Planning Partners
Iowa
$200K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$134K +$19.7K +274 +17%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$100K +$64.1K +891 +165%
FHA
19
First Horizon Advisors
Tennessee
$72K +$74.3K +1,033 New
HNB
20
Huntington National Bank
Ohio
$70K
WF
21
WealthTrust Fairport
Ohio
$53K +$53.9K +750 New
FEG
22
Financial Enhancement Group
Indiana
$51K +$52.4K +729 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$46K +$10.1K +140 +28%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$41K +$41.9K +583 New
SWP
25
Stratos Wealth Partners
Ohio
$13K +$12.9K +180 New

SHE Hedge Fund Activity: Q1 2018 in Review

34 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2018, worth a combined $270M — down 18% from $330M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHE positions and 1 closed out — a net gain of 9 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $787K. The largest seller was California State Teachers Retirement System (CalSTRS), cutting an estimated $56.9M.

  • 34 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2018, up from 25 in Q4 2017.
  • Funds reported $270M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2018, down 18% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2018 and 1 closed out, a net change of +9 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2018 was Jane Street, an estimated $787K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2018 was California State Teachers Retirement System (CalSTRS), an estimated $56.9M sold.

Based on aggregated 13F filings for Q1 2018.