State Street SPDR MSCI USA Gender Diversity ETF
SHE
52 hedge funds and large institutions have $260M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 6 closing their positions.
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
8% more funds holding
Funds holding: 48 → 52 (+4)
2.79% less ownership
Funds ownership: 84.48% → 81.69% (-2.8%)
14% less capital invested
Capital invested by funds: $302M → $260M (-$41.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.99M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.5M |
| 3 |
Morgan Stanley
New York
|
+$907K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$332K |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
-$997K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$838K |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$214K |
| 4 |
MSS
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
-$207K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$204K |
SHE Hedge Fund Activity: Q4 2018 in Review
52 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2018, worth a combined $260M — down 14% from $302M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SHE positions and 6 closed out — a net gain of 5 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $7.99M. The largest seller was Fiduciary Trust International, exiting entirely with an estimated $997K sold.
- 52 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2018, up from 48 in Q3 2018.
- Funds reported $260M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2018, down 14% quarter-over-quarter.
- 11 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2018 and 6 closed out, a net change of +5 holders.
- The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2018 was Bank of America, an estimated $7.99M added.
- The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2018 was Fiduciary Trust International, an estimated $997K sold.
Based on aggregated 13F filings for Q4 2018.