State Street Global Allocation ETF
GAL
53 hedge funds and large institutions have $118M invested in State Street Global Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
42% more capital invested
Capital invested by funds: $83.1M → $118M (+$35.2M)
20% more funds holding
Funds holding: 44 → 53 (+9)
12.52% more ownership
Funds ownership: 36.81% → 49.33% (+13%)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$24M |
| 2 |
Morgan Stanley
New York
|
+$2.98M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$1.36M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.01M |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
+$893K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
Retireful LLC
Haslett,
Michigan
|
-$4.81M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.64M |
| 3 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$973K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$907K |
| 5 |
PP
PDS Planning
Dublin,
Ohio
|
-$503K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCWA
51
Pacific Capital Wealth Advisors
Corona,
California
| $11.2K | +$10.6K | +271 | New |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $3.94K | +$3.72K | +95 | New |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.17K | – | – | – |
|
|
RL
55
Retireful LLC
Haslett,
Michigan
| – | -$4.81M | -125,944 | Closed |
|
|
GM
56
GeoWealth Management
Chicago,
Illinois
| – | -$231K | -6,054 | Closed |
|
GAL Hedge Fund Activity: Q4 2023 in Review
53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2023, worth a combined $118M — up 42% from $83.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new GAL positions and 2 closed out — a net gain of 9 holders — while 16 added to existing stakes and 19 trimmed.
The largest buyer was Mesirow Financial Investment Management, opening a new position worth an estimated $24M. The largest seller was Retireful LLC, exiting entirely with an estimated $4.81M sold.
- 53 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2023, up from 44 in Q3 2023.
- Funds reported $118M of State Street Global Allocation ETF stock for Q4 2023, up 42% quarter-over-quarter.
- 11 funds opened new State Street Global Allocation ETF positions in Q4 2023 and 2 closed out, a net change of +9 holders.
- The largest State Street Global Allocation ETF buyer in Q4 2023 was Mesirow Financial Investment Management, an estimated $24M added.
- The largest State Street Global Allocation ETF seller in Q4 2023 was Retireful LLC, an estimated $4.81M sold.
Based on aggregated 13F filings for Q4 2023.