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State Street Global Allocation ETF

43 hedge funds and large institutions have $109M invested in State Street Global Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

19% more capital invested

Capital invested by funds: $91.8M → $109M (+$17.3M)

3.89% more ownership

Funds ownership: 36.13%40.02% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 4443 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.96%
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
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
26
Bremer Trust National Association
Minnesota
$275K +$290K +7,974 New
UCFA
27
United Capital Financial Advisors
Texas
$272K -$41.9K -1,153 -13%
SWP
28
Stratos Wealth Partners
Ohio
$212K -$15.2K -419 -6%
SBA
29
Secrest Blakey & Associates
North Carolina
$211K -$15.7K -431 -7%
WT
30
Whittier Trust
California
$196K +$206K +5,666 New
JP Morgan Chase
31
JP Morgan Chase
New York
$161K +$2K +55 +1%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$105K
SMFS
33
Squar Milner Financial Services
California
$103K -$10.9K -300 -9%
HNB
34
Huntington National Bank
Ohio
$88K
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$40K -$5.6K -154 -12%
AG
36
Advisor Group
Arizona
$35K +$22.2K +610 +156%
WAS
37
Winch Advisory Services
Wisconsin
$15K +$73 +2 +0.5%
WAM
38
Wealthspire Advisors (Maryland)
Maryland
$9K -$71.5K -1,966 -88%
VCM
39
Versant Capital Management
Arizona
$6K +$36 +1 +0.5%
EWM
40
Edge Wealth Management
New York
$5K -$1.82K -50 -27%
PA
41
Parallel Advisors
California
$2K
EWM
42
Executive Wealth Management
Michigan
$2K +$1.71K +47 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1K -$20.8K -571 -93%
SC
44
Slow Capital
California
-$914K -23,637 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$519K -13,441 Closed
RA
46
RFG Advisory
Alabama
-$205K -5,307 Closed
IA
47
IFP Advisors
Florida
-$148K -3,838 Closed
MIM
48
Macroview Investment Management
Maryland
-$64K -1,646 Closed
AP
49
Advisors Preferred
Maryland
-$39K -1,012 Closed
SPIA
50
Steward Partners Investment Advisory
New York
-$7K -173 Closed

GAL Hedge Fund Activity: Q4 2018 in Review

43 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2018, worth a combined $109M — up 19% from $91.8M a quarter earlier.

Fund positioning in GAL was balanced in Q4 2018: 8 funds opened new positions, 8 closed out, 18 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was MFA Wealth Advisors, cutting an estimated $5.23M.

  • 43 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2018, down from 44 in Q3 2018.
  • Funds reported $109M of State Street Global Allocation ETF stock for Q4 2018, up 19% quarter-over-quarter.
  • 8 funds opened new State Street Global Allocation ETF positions in Q4 2018 and 8 closed out, a net change of 0 holders.
  • The largest State Street Global Allocation ETF buyer in Q4 2018 was Bank of America, an estimated $12.3M added.
  • The largest State Street Global Allocation ETF seller in Q4 2018 was MFA Wealth Advisors, an estimated $5.23M sold.

Based on aggregated 13F filings for Q4 2018.