We are live on ! Find out more
GAL icon

State Street Global Allocation ETF

44 hedge funds and large institutions have $91.8M invested in State Street Global Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

3.75% less ownership

Funds ownership: 39.87%36.13% (-3.7%)

8% less capital invested

Capital invested by funds: $99.7M → $91.8M (-$7.83M)

10% less funds holding

Funds holding: 4944 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RFG Advisory
Alabama
$205K +$203K +5,307 New
JP Morgan Chase
27
JP Morgan Chase
New York
$178K -$536 -14 -0.3%
IA
28
IFP Advisors
Florida
$148K +$11.1K +291 +8%
SMFS
29
Squar Milner Financial Services
California
$127K +$126K +3,285 New
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$118K
HNB
31
Huntington National Bank
Ohio
$98K
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$86K -$40.9K -1,069 -32%
MIM
33
Macroview Investment Management
Maryland
$64K -$45.4K -1,186 -42%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$59K +$58.6K +1,529 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$50K +$25.5K +665 +103%
AP
36
Advisors Preferred
Maryland
$39K +$38.8K +1,012 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$24K
WAS
38
Winch Advisory Services
Wisconsin
$17K +$115 +3 +0.7%
AG
39
Advisor Group
Arizona
$15K
EWM
40
Edge Wealth Management
New York
$7K -$10.2K -265 -59%
SPIA
41
Steward Partners Investment Advisory
New York
$7K
VCM
42
Versant Capital Management
Arizona
$7K +$38 +1 +0.5%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$3.12K -$4.02K -105 -57%
PA
44
Parallel Advisors
California
$3K
Jane Street
45
Jane Street
New York
-$635K -16,823 Closed
LFS
46
Legacy Financial Strategies
Kansas
-$587K -15,549 Closed
Citadel Advisors
47
Citadel Advisors
Florida
-$532K -14,092 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
-$369K -9,765 Closed
DBRC
49
D.B. Root & Company
Pennsylvania
-$223K -5,895 Closed
BCA
50
Bay Colony Advisors
Massachusetts
-$28K -739 Closed

GAL Hedge Fund Activity: Q3 2018 in Review

44 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q3 2018, worth a combined $91.8M — down 7.9% from $99.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GAL and 5 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Slow Capital, opening a new position worth an estimated $905K. The largest seller was MFA Wealth Advisors, cutting an estimated $8.17M.

  • 44 institutional investors held State Street Global Allocation ETF (GAL) as of Q3 2018, down from 49 in Q2 2018.
  • Funds reported $91.8M of State Street Global Allocation ETF stock for Q3 2018, down 7.9% quarter-over-quarter.
  • 5 funds opened new State Street Global Allocation ETF positions in Q3 2018 and 10 closed out, a net change of -5 holders.
  • The largest State Street Global Allocation ETF buyer in Q3 2018 was Slow Capital, an estimated $905K added.
  • The largest State Street Global Allocation ETF seller in Q3 2018 was MFA Wealth Advisors, an estimated $8.17M sold.

Based on aggregated 13F filings for Q3 2018.