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State Street Global Allocation ETF

45 hedge funds and large institutions have $94.6M invested in State Street Global Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

41% more funds holding

Funds holding: 3245 (+13)

34% more capital invested

Capital invested by funds: $70.8M → $94.6M (+$23.8M)

7.74% more ownership

Funds ownership: 32.5%40.23% (+7.7%)

Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
14
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$30.4M -$394K -10,473 -1%
Bank of America
2
Bank of America
North Carolina
$16.6M +$955K +25,357 +6%
MWA
3
MFA Wealth Advisors
Pennsylvania
$14.4M +$13.6M +362,302 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.69M +$492K +13,066 +10%
UBS Group
5
UBS Group
Switzerland
$5.54M -$122K -3,242 -2%
LPL Financial
6
LPL Financial
California
$3.78M +$876K +23,264 +31%
Morgan Stanley
7
Morgan Stanley
New York
$3.75M +$493K +13,088 +15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.8M +$580K +15,402 +27%
WWMSC
9
Wagner Wealth Management (South Carolina)
South Carolina
$2.09M +$2.02M +53,664 New
BWA
10
Burt Wealth Advisors
Maryland
$1.55M +$301 +8 +0%
IA
11
IFG Advisory
Georgia
$809K +$814K +21,620 New
UCFA
12
United Capital Financial Advisors
Texas
$622K +$16.9K +448 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$588K -$295K -7,827 -34%
LFS
14
Legacy Financial Strategies
Kansas
$553K +$544K +14,449 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$524K -$53.4K -1,419 -9%
Wells Fargo
16
Wells Fargo
California
$422K +$39.4K +1,046 +10%
BB
17
Busey Bank
Illinois
$420K
AP
18
Advisors Preferred
Maryland
$388K +$74.6K +1,982 +24%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$375K +$369K +9,808 New
CHA
20
Cooper/Haims Advisors
New York
$365K +$359K +9,539 New
CL
21
CPWM LLC
Washington
$326K -$320K -8,509 -50%
DBRC
22
D.B. Root & Company
Pennsylvania
$296K +$291K +7,733 New
WAM
23
Wealthspire Advisors (Maryland)
Maryland
$288K +$41.2K +1,094 +17%
PP
24
PDS Planning
Ohio
$265K +$260K +6,918 New
CAN
25
Cetera Advisor Networks
California
$244K +$240K +6,368 New

GAL Hedge Fund Activity: Q4 2017 in Review

45 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2017, worth a combined $94.6M — up 34% from $70.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GAL positions and 2 closed out — a net gain of 13 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $955K. The largest seller was Private Advisor Group, cutting an estimated $474K.

  • 45 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2017, up from 32 in Q3 2017.
  • Funds reported $94.6M of State Street Global Allocation ETF stock for Q4 2017, up 34% quarter-over-quarter.
  • 15 funds opened new State Street Global Allocation ETF positions in Q4 2017 and 2 closed out, a net change of +13 holders.
  • The largest State Street Global Allocation ETF buyer in Q4 2017 was Bank of America, an estimated $955K added.
  • The largest State Street Global Allocation ETF seller in Q4 2017 was Private Advisor Group, an estimated $474K sold.

Based on aggregated 13F filings for Q4 2017.