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State Street Global Allocation ETF

44 hedge funds and large institutions have $91.8M invested in State Street Global Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

3.75% less ownership

Funds ownership: 39.87%36.13% (-3.7%)

8% less capital invested

Capital invested by funds: $99.7M → $91.8M (-$7.83M)

10% less funds holding

Funds holding: 4944 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$29.4M -$375K -9,792 -1%
Bank of America
2
Bank of America
North Carolina
$19.2M -$601K -15,684 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.92M +$524K +13,671 +6%
UBS Group
4
UBS Group
Switzerland
$5.71M -$130K -3,398 -2%
MWA
5
MFA Wealth Advisors
Pennsylvania
$5.63M -$8.17M -213,304 -58%
Morgan Stanley
6
Morgan Stanley
New York
$4.25M +$526K +13,729 +14%
LPL Financial
7
LPL Financial
California
$3.53M -$49.5K -1,293 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.75M -$280K -7,320 -9%
WWMSC
9
Wagner Wealth Management (South Carolina)
South Carolina
$1.79M -$180K -4,692 -9%
BWA
10
Burt Wealth Advisors
Maryland
$1.55M -$5.02K -131 -0.3%
IA
11
IFG Advisory
Georgia
$1.33M +$181K +4,732 +15%
PP
12
PDS Planning
Ohio
$925K +$239K +6,243 +35%
SC
13
Slow Capital
California
$914K +$905K +23,637 New
HPC
14
Hobart Private Capital
North Carolina
$670K +$119K +3,109 +22%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$519K -$308K -8,046 -37%
PAG
16
Private Advisor Group
New Jersey
$513K +$287K +7,481 +129%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$436K +$95.1K +2,483 +28%
CAN
18
Claraphi Advisory Network
United States
$386K +$138K +3,590 +56%
BB
19
Busey Bank
Illinois
$350K
UCFA
20
United Capital Financial Advisors
Texas
$349K -$202K -5,262 -37%
Wells Fargo
21
Wells Fargo
California
$345K -$102K -2,650 -23%
CL
22
CPWM LLC
Washington
$329K
CAN
23
Cetera Advisor Networks
California
$267K +$20.2K +528 +8%
SWP
24
Stratos Wealth Partners
Ohio
$253K +$192 +5 +0.1%
SBA
25
Secrest Blakey & Associates
North Carolina
$252K +$2.15K +56 +0.9%

GAL Hedge Fund Activity: Q3 2018 in Review

44 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q3 2018, worth a combined $91.8M — down 7.9% from $99.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GAL and 5 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Slow Capital, opening a new position worth an estimated $905K. The largest seller was MFA Wealth Advisors, cutting an estimated $8.17M.

  • 44 institutional investors held State Street Global Allocation ETF (GAL) as of Q3 2018, down from 49 in Q2 2018.
  • Funds reported $91.8M of State Street Global Allocation ETF stock for Q3 2018, down 7.9% quarter-over-quarter.
  • 5 funds opened new State Street Global Allocation ETF positions in Q3 2018 and 10 closed out, a net change of -5 holders.
  • The largest State Street Global Allocation ETF buyer in Q3 2018 was Slow Capital, an estimated $905K added.
  • The largest State Street Global Allocation ETF seller in Q3 2018 was MFA Wealth Advisors, an estimated $8.17M sold.

Based on aggregated 13F filings for Q3 2018.