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State Street Global Allocation ETF

45 hedge funds and large institutions have $105M invested in State Street Global Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $95.8M → $105M (+$9.62M)

5% more funds holding

Funds holding: 4345 (+2)

0.98% more ownership

Funds ownership: 36.98%37.96% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.89%
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
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$30.7M +$218K +5,538 +0.7%
Bank of America
2
Bank of America
North Carolina
$28M +$4.44M +112,895 +19%
Morgan Stanley
3
Morgan Stanley
New York
$8M +$456K +11,589 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.89M +$49.4K +1,255 +0.7%
GWAG
5
Garrett Wealth Advisory Group
Texas
$4.7M -$62.8K -1,597 -1%
UBS Group
6
UBS Group
Switzerland
$4.47M -$142K -3,621 -3%
PP
7
PDS Planning
Ohio
$3.61M +$380K +9,653 +12%
LPL Financial
8
LPL Financial
California
$3.17M -$548K -13,946 -15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.59M -$221K -5,616 -8%
SBSB
10
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.63M +$130K +3,317 +9%
BWA
11
Burt Wealth Advisors
Maryland
$1.61M +$1.22K +31 +0.1%
IA
12
IFG Advisory
Georgia
$1.34M +$43.7K +1,110 +3%
SW
13
SteelPeak Wealth
California
$959K +$942K +23,947 New
CAN
14
Claraphi Advisory Network
United States
$803K -$110K -2,800 -12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$744K -$18.4K -469 -2%
HPC
16
Hobart Private Capital
North Carolina
$591K -$9.91K -252 -2%
UCFA
17
United Capital Financial Advisors
Texas
$472K +$83.2K +2,116 +22%
AIC
18
Ameritas Investment Company
Nebraska
$467K +$9.04K +230 +2%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$450K +$443K +11,272 New
PAG
20
Private Advisor Group
New Jersey
$445K +$3.38K +86 +0.8%
Wells Fargo
21
Wells Fargo
California
$351K +$9.99K +254 +3%
JP Morgan Chase
22
JP Morgan Chase
New York
$350K +$1.97K +50 +0.6%
CAN
23
Cetera Advisor Networks
California
$348K
CL
24
CPWM LLC
Washington
$341K
RA
25
RFG Advisory
Alabama
$329K

GAL Hedge Fund Activity: Q4 2019 in Review

45 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2019, worth a combined $105M — up 10% from $95.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GAL positions and 6 closed out — a net gain of 2 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $4.44M. The largest seller was LPL Financial, cutting an estimated $548K.

  • 45 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2019, up from 43 in Q3 2019.
  • Funds reported $105M of State Street Global Allocation ETF stock for Q4 2019, up 10% quarter-over-quarter.
  • 8 funds opened new State Street Global Allocation ETF positions in Q4 2019 and 6 closed out, a net change of +2 holders.
  • The largest State Street Global Allocation ETF buyer in Q4 2019 was Bank of America, an estimated $4.44M added.
  • The largest State Street Global Allocation ETF seller in Q4 2019 was LPL Financial, an estimated $548K sold.

Based on aggregated 13F filings for Q4 2019.