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State Street SPDR MSCI USA Gender Diversity ETF

49 hedge funds and large institutions have $204M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

7% more capital invested

Capital invested by funds: $190M → $204M (+$13.5M)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.96% less ownership

Funds ownership: 77.48%75.52% (-2%)

8% less funds holding

Funds holding: 5349 (-4)

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
12
Closed
3
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
$124M
Bank of America
2
Bank of America
North Carolina
$44.6M +$10.3M +143,229 +31%
BCI
3
Brinker Capital Investments
Pennsylvania
$10.8M +$40.7K +565 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$5.48M +$285K +3,953 +6%
CAN
5
Cetera Advisor Networks
California
$2.21M +$247K +3,426 +13%
FTI
6
Fiduciary Trust International
Massachusetts
$2.03M +$1.99M +27,577 New
UBS Group
7
UBS Group
Switzerland
$1.95M +$264K +3,661 +16%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.93M
RCS
9
Retirement Capital Strategies
California
$1.08M -$22.6K -314 -2%
Citadel Advisors
10
Citadel Advisors
Florida
$1.06M -$1.52M -21,132 -59%
LPL Financial
11
LPL Financial
California
$879K +$25.9K +359 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$824K +$197K +2,726 +32%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$758K -$937 -13 -0.1%
FAAS
14
First Allied Advisory Services
California
$705K -$98.5K -1,366 -13%
SFSG
15
Stearns Financial Services Group
North Carolina
$652K +$1.51K +21 +0.2%
GI
16
Gradient Investments
Minnesota
$636K +$56.2K +780 +10%
PWP
17
Personal Wealth Partners
Minnesota
$427K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$425K +$126K +1,747 +44%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$389K +$55.2K +766 +17%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$371K +$19.9K +276 +6%
HighTower Advisors
21
HighTower Advisors
Illinois
$330K +$54.9K +762 +20%
VA
22
Valmark Advisers
Ohio
$322K +$9.73K +135 +3%
MSS
23
Mitchell Sinkler & Starr
Pennsylvania
$319K
BFA
24
Beaumont Financial Advisors
Massachusetts
$266K
SPIA
25
Steward Partners Investment Advisory
New York
$250K +$245K +3,402 New

SHE Hedge Fund Activity: Q2 2019 in Review

49 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2019, worth a combined $204M — up 7.1% from $190M a quarter earlier.

Fund positioning in SHE was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was Jane Street, exiting entirely with an estimated $2.67M sold.

  • 49 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2019, down from 53 in Q1 2019.
  • Funds reported $204M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 3 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2019 and 3 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2019 was Bank of America, an estimated $10.3M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2019 was Jane Street, an estimated $2.67M sold.

Based on aggregated 13F filings for Q2 2019.