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State Street Global Allocation ETF

49 hedge funds and large institutions have $99.7M invested in State Street Global Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

4% more funds holding

Funds holding: 4749 (+2)

2% more capital invested

Capital invested by funds: $97.5M → $99.7M (+$2.19M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.37% less ownership

Funds ownership: 40.24%39.87% (-0.37%)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
18
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Claraphi Advisory Network
United States
$242K +$245K +6,400 New
CAN
27
Cetera Advisor Networks
California
$238K
DBRC
28
D.B. Root & Company
Pennsylvania
$223K -$46.9K -1,225 -17%
PAG
29
Private Advisor Group
New Jersey
$217K -$234K -6,116 -51%
JP Morgan Chase
30
JP Morgan Chase
New York
$175K +$7.47K +195 +4%
IA
31
IFP Advisors
Florida
$134K +$7.2K +188 +6%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$124K -$83.5K -2,180 -40%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$115K +$117K +3,055 New
MIM
34
Macroview Investment Management
Maryland
$107K -$30.2K -788 -22%
HNB
35
Huntington National Bank
Ohio
$96K
BCA
36
Bay Colony Advisors
Massachusetts
$28K +$28.3K +739 New
SEI Investments
37
SEI Investments
Pennsylvania
$26K +$26.6K +694 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$25K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$23K
CF
40
Centaurus Financial
California
$19K +$19.2K +500 New
EWM
41
Edge Wealth Management
New York
$17K
WAS
42
Winch Advisory Services
Wisconsin
$16K +$38 +1 +0.2%
AG
43
Advisor Group
Arizona
$15K
AWA
44
Acorn Wealth Advisors
Michigan
$11K
SPIA
45
Steward Partners Investment Advisory
New York
$7K
VCM
46
Versant Capital Management
Arizona
$7K +$38 +1 +0.5%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$7K +$38 +1 +0.5%
PA
48
Parallel Advisors
California
$2K
AIP
49
Ameritas Investment Partners
Nebraska
$1K +$1.34K +35 New
FMWA
50
Forvis Mazars Wealth Advisors
Missouri
-$483K -12,658 Closed

GAL Hedge Fund Activity: Q2 2018 in Review

49 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q2 2018, worth a combined $99.7M — up 2.2% from $97.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GAL positions and 6 closed out — a net gain of 2 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $2.06M. The largest seller was Jane Street, cutting an estimated $584K.

  • 49 institutional investors held State Street Global Allocation ETF (GAL) as of Q2 2018, up from 47 in Q1 2018.
  • Funds reported $99.7M of State Street Global Allocation ETF stock for Q2 2018, up 2.2% quarter-over-quarter.
  • 8 funds opened new State Street Global Allocation ETF positions in Q2 2018 and 6 closed out, a net change of +2 holders.
  • The largest State Street Global Allocation ETF buyer in Q2 2018 was Bank of America, an estimated $2.06M added.
  • The largest State Street Global Allocation ETF seller in Q2 2018 was Jane Street, an estimated $584K sold.

Based on aggregated 13F filings for Q2 2018.