State Street SPDR MSCI USA Gender Diversity ETF
SHE
66 hedge funds and large institutions have $35.1M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 12 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
1% less funds holding
Funds holding: 67 → 66 (-1)
9.68% less ownership
Funds ownership: 42.98% → 33.3% (-9.7%)
47% less capital invested
Capital invested by funds: $66.5M → $35.1M (-$31.4M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.83M |
| 2 |
Jane Street
New York
|
+$387K |
| 3 |
TSS
Two Sigma Securities
New York
|
+$350K |
| 4 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
+$332K |
| 5 |
ET
Equitable Trust
Nashville,
Tennessee
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$15M |
| 2 |
WU
Wealthsimple US
Brooklyn,
New York
|
-$4.87M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.25M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.14M |
| 5 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
-$2.13M |
SHE Hedge Fund Activity: Q1 2020 in Review
66 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2020, worth a combined $35.1M — down 47% from $66.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SHE positions and 12 closed out — a net gain of 1 holder — while 18 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.83M. The largest seller was Barber Financial Group, exiting entirely with an estimated $15M sold.
- 66 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2020, down from 67 in Q4 2019.
- Funds reported $35.1M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2020, down 47% quarter-over-quarter.
- 13 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2020 and 12 closed out, a net change of +1 holder.
- The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2020 was Morgan Stanley, an estimated $6.83M added.
- The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2020 was Barber Financial Group, an estimated $15M sold.
Based on aggregated 13F filings for Q1 2020.