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State Street Global Allocation ETF

43 hedge funds and large institutions have $109M invested in State Street Global Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

19% more capital invested

Capital invested by funds: $91.8M → $109M (+$17.3M)

3.89% more ownership

Funds ownership: 36.13%40.02% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 4443 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
18
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$28.9M +$12.3M +338,900 +68%
RJA
2
Raymond James & Associates
Florida
$26.6M +$433K +11,908 +2%
Morgan Stanley
3
Morgan Stanley
New York
$9.52M +$6.03M +165,699 +151%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.84M -$1.18M -32,503 -14%
Wells Fargo
5
Wells Fargo
California
$6.49M +$6.51M +178,980 +2,007%
UBS Group
6
UBS Group
Switzerland
$5.91M +$856K +23,528 +16%
GWAG
7
Garrett Wealth Advisory Group
Texas
$3.85M +$4.06M +111,607 New
LPL Financial
8
LPL Financial
California
$3.04M -$119K -3,265 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.56M +$106K +2,923 +4%
PP
10
PDS Planning
Ohio
$1.96M +$1.19M +32,729 +137%
Jane Street
11
Jane Street
New York
$1.62M +$1.71M +47,056 New
SBSB
12
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.43M +$1.5M +41,354 New
BWA
13
Burt Wealth Advisors
Maryland
$1.39M +$400 +11 +0%
IA
14
IFG Advisory
Georgia
$1.23M +$59.6K +1,640 +5%
Citadel Advisors
15
Citadel Advisors
Florida
$1.2M +$1.26M +34,611 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$926K +$565K +15,523 +138%
CAN
17
Claraphi Advisory Network
United States
$645K +$316K +8,700 +87%
AIC
18
Ameritas Investment Company
Nebraska
$575K +$606K +16,653 New
PAG
19
Private Advisor Group
New Jersey
$536K +$82.3K +2,264 +17%
HPC
20
Hobart Private Capital
North Carolina
$536K -$66.4K -1,825 -11%
MWA
21
MFA Wealth Advisors
Pennsylvania
$380K -$5.23M -143,747 -93%
CAN
22
Cetera Advisor Networks
California
$360K +$128K +3,531 +51%
BB
23
Busey Bank
Illinois
$312K
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$296K +$256K +7,042 +461%
CL
25
CPWM LLC
Washington
$294K

GAL Hedge Fund Activity: Q4 2018 in Review

43 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2018, worth a combined $109M — up 19% from $91.8M a quarter earlier.

Fund positioning in GAL was balanced in Q4 2018: 8 funds opened new positions, 8 closed out, 18 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was MFA Wealth Advisors, cutting an estimated $5.23M.

  • 43 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2018, down from 44 in Q3 2018.
  • Funds reported $109M of State Street Global Allocation ETF stock for Q4 2018, up 19% quarter-over-quarter.
  • 8 funds opened new State Street Global Allocation ETF positions in Q4 2018 and 8 closed out, a net change of 0 holders.
  • The largest State Street Global Allocation ETF buyer in Q4 2018 was Bank of America, an estimated $12.3M added.
  • The largest State Street Global Allocation ETF seller in Q4 2018 was MFA Wealth Advisors, an estimated $5.23M sold.

Based on aggregated 13F filings for Q4 2018.