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State Street Global Allocation ETF

42 hedge funds and large institutions have $86.4M invested in State Street Global Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $80.8M → $86.4M (+$5.58M)

2% more funds holding

Funds holding: 4142 (+1)

0.63% more ownership

Funds ownership: 33.94%34.57% (+0.63%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
26
Atlanta Financial Associates
Georgia
$238K -$31.8K -820 -12%
PFO
27
Pathstone Family Office
New Jersey
$182K +$181K +4,675 New
BWA
28
Burt Wealth Advisors
Maryland
$131K -$27.7K -715 -18%
HNB
29
Huntington National Bank
Ohio
$99K
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$67K -$3.34K -86 -5%
GRP
31
Global Retirement Partners
California
$51K +$50.4K +1,300 New
PFA
32
Professional Financial Advisors
Nebraska
$48K +$48.3K +1,244 New
Osaic Holdings
33
Osaic Holdings
Arizona
$47K -$126K -3,259 -73%
PCWA
34
Pacific Capital Wealth Advisors
California
$36K +$36.1K +930 New
CWC
35
Carolinas Wealth Consulting
North Carolina
$28K +$116 +3 +0.4%
HI
36
Hudock Inc
Pennsylvania
$25K
SPIA
37
Steward Partners Investment Advisory
New York
$22K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$21K
RG
39
Retirement Group
California
$20K +$78 +2 +0.4%
WAS
40
Winch Advisory Services
Wisconsin
$18K +$78 +2 +0.4%
FHA
41
Flagship Harbor Advisors
Massachusetts
$17K +$17.3K +445 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$6K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$2K
GC
44
Grimes & Company
Massachusetts
-$1.01M -27,402 Closed
CIA
45
Compass Ion Advisors
Pennsylvania
-$242K -6,563 Closed
UCFA
46
United Capital Financial Advisors
Texas
-$232K -6,296 Closed
AP
47
Advisors Preferred
Maryland
-$13K -352 Closed
EWM
48
Edge Wealth Management
New York
-$5K -135 Closed

GAL Hedge Fund Activity: Q3 2020 in Review

42 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q3 2020, worth a combined $86.4M — up 6.9% from $80.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GAL positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $2.67M. The largest seller was Grimes & Company, exiting entirely with an estimated $1.01M sold.

  • 42 institutional investors held State Street Global Allocation ETF (GAL) as of Q3 2020, up from 41 in Q2 2020.
  • Funds reported $86.4M of State Street Global Allocation ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 6 funds opened new State Street Global Allocation ETF positions in Q3 2020 and 5 closed out, a net change of +1 holder.
  • The largest State Street Global Allocation ETF buyer in Q3 2020 was Connecticut Wealth Management, an estimated $2.67M added.
  • The largest State Street Global Allocation ETF seller in Q3 2020 was Grimes & Company, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2020.