We are live on ! Find out more
SHE icon

State Street SPDR MSCI USA Gender Diversity ETF

36 hedge funds and large institutions have $283M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more funds holding

Funds holding: 3436 (+2)

5% more capital invested

Capital invested by funds: $270M → $283M (+$12.4M)

0.75% less ownership

Funds ownership: 86.68%85.93% (-0.75%)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
5
Closed
4
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
$248M
BCI
2
Brinker Capital Investments
Pennsylvania
$17.7M -$861K -12,027 -5%
Bank of America
3
Bank of America
North Carolina
$4.87M +$1.71M +23,835 +55%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.73M +$1.86M +25,949 +221%
Morgan Stanley
5
Morgan Stanley
New York
$2.56M +$234K +3,272 +10%
UBS Group
6
UBS Group
Switzerland
$1.14M +$255K +3,557 +29%
LPL Financial
7
LPL Financial
California
$796K +$136K +1,897 +21%
JP Morgan Chase
8
JP Morgan Chase
New York
$787K +$779K +10,886 New
FAAS
9
First Allied Advisory Services
California
$730K +$265K +3,698 +58%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$602K +$303K +4,234 +104%
DFIG
11
Dragon Financial & Investment Group
California
$576K -$420K -5,873 -42%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$344K -$16.7K -234 -5%
MWM
13
Merriman Wealth Management
Washington
$328K
VA
14
Valmark Advisers
Ohio
$306K +$9.66K +135 +3%
RCS
15
Retirement Capital Strategies
California
$252K +$249K +3,484 New
Jane Street
16
Jane Street
New York
$230K -$793K -11,088 -78%
AG
17
Advisor Group
Arizona
$230K +$3.58K +50 +2%
SQA
18
Simon Quick Advisors
New Jersey
$217K +$215K +3,000 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$186K +$47.2K +660 +35%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$100K
FHA
21
First Horizon Advisors
Tennessee
$74K
HNB
22
Huntington National Bank
Ohio
$72K
WF
23
WealthTrust Fairport
Ohio
$54K
FEG
24
Financial Enhancement Group
Indiana
$53K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$46K +$72 +1 +0.2%

SHE Hedge Fund Activity: Q2 2018 in Review

36 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2018, worth a combined $283M — up 4.6% from $270M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SHE positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.86M. The largest seller was Brinker Capital Investments, cutting an estimated $861K.

  • 36 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2018, up from 34 in Q1 2018.
  • Funds reported $283M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2018, up 4.6% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2018 and 4 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2018 was Susquehanna International Group, an estimated $1.86M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2018 was Brinker Capital Investments, an estimated $861K sold.

Based on aggregated 13F filings for Q2 2018.