State Street SPDR MSCI USA Gender Diversity ETF
SHE
92 hedge funds and large institutions have $82.5M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
29% more capital invested
Capital invested by funds: $63.7M → $82.5M (+$18.8M)
8.45% more ownership
Funds ownership: 30.42% → 38.87% (+8.4%)
8% more funds holding
Funds holding: 85 → 92 (+7)
21% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
+$15.9M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$508K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$471K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$405K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.5M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$203K |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
-$203K |
| 5 |
Goldman Sachs
New York
|
-$191K |
SHE Hedge Fund Activity: Q3 2023 in Review
92 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2023, worth a combined $82.5M — up 29% from $63.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SHE positions and 5 closed out — a net gain of 8 holders — while 22 added to existing stakes and 28 trimmed.
The largest buyer was Rock Creek Group, opening a new position worth an estimated $15.9M. The largest seller was Morgan Stanley, cutting an estimated $1.74M.
- 92 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2023, up from 85 in Q2 2023.
- Funds reported $82.5M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2023, up 29% quarter-over-quarter.
- 13 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2023 and 5 closed out, a net change of +8 holders.
- The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2023 was Rock Creek Group, an estimated $15.9M added.
- The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2023 was Morgan Stanley, an estimated $1.74M sold.
Based on aggregated 13F filings for Q3 2023.