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State Street Global Allocation ETF

41 hedge funds and large institutions have $80.8M invested in State Street Global Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% less capital invested

Capital invested by funds: $83M → $80.8M (-$2.16M)

2% less funds holding

Funds holding: 4241 (-1)

2.93% less ownership

Funds ownership: 36.87%33.94% (-2.9%)

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
8
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$232K -$168K -4,743 -43%
HighTower Advisors
27
HighTower Advisors
Illinois
$231K +$221K +6,234 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$209K -$1.91M -53,811 -90%
Osaic Holdings
29
Osaic Holdings
Arizona
$164K -$37.7K -1,064 -19%
BWA
30
Burt Wealth Advisors
Maryland
$150K +$673 +19 +0.5%
HNB
31
Huntington National Bank
Ohio
$94K
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$66K -$9.1K -257 -12%
CWC
33
Carolinas Wealth Consulting
North Carolina
$27K +$25.5K +719 New
HI
34
Hudock Inc
Pennsylvania
$24K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$21K
SPIA
36
Steward Partners Investment Advisory
New York
$21K
RG
37
Retirement Group
California
$19K +$18.1K +512 New
WAS
38
Winch Advisory Services
Wisconsin
$17K +$106 +3 +0.7%
AP
39
Advisors Preferred
Maryland
$13K +$12.5K +352 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$6K
EWM
41
Edge Wealth Management
New York
$5K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$2K +$35 +1 +2%
GWAG
43
Garrett Wealth Advisory Group
Texas
-$4.23M -128,999 Closed
HPC
44
Hobart Private Capital
North Carolina
-$465K -14,192 Closed
Citadel Advisors
45
Citadel Advisors
Florida
-$245K -7,464 Closed
WAP
46
Wealthcare Advisory Partners
Pennsylvania
-$87K -2,651 Closed
SMFS
47
Squar Milner Financial Services
California
-$66K -2,015 Closed
VCM
48
Versant Capital Management
Arizona
-$6K -207 Closed

GAL Hedge Fund Activity: Q2 2020 in Review

41 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q2 2020, worth a combined $80.8M — down 2.6% from $83M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GAL positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 18 trimmed.

The largest buyer was First Foundation Advisors, opening a new position worth an estimated $1.63M. The largest seller was Garrett Wealth Advisory Group, exiting entirely with an estimated $4.23M sold.

  • 41 institutional investors held State Street Global Allocation ETF (GAL) as of Q2 2020, down from 42 in Q1 2020.
  • Funds reported $80.8M of State Street Global Allocation ETF stock for Q2 2020, down 2.6% quarter-over-quarter.
  • 7 funds opened new State Street Global Allocation ETF positions in Q2 2020 and 6 closed out, a net change of +1 holder.
  • The largest State Street Global Allocation ETF buyer in Q2 2020 was First Foundation Advisors, an estimated $1.63M added.
  • The largest State Street Global Allocation ETF seller in Q2 2020 was Garrett Wealth Advisory Group, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2020.