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State Street Global Allocation ETF

42 hedge funds and large institutions have $83M invested in State Street Global Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.09% less ownership

Funds ownership: 37.96%36.87% (-1.1%)

7% less funds holding

Funds holding: 4542 (-3)

21% less capital invested

Capital invested by funds: $105M → $83M (-$22.5M)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
12
Reduced
17
Closed
5
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 +$6.92M +183,338 +26%
RJA
2
Raymond James & Associates
Florida
$22.3M -$3.25M -86,050 -11%
Morgan Stanley
3
Morgan Stanley
New York
$4.68M -$2.14M -56,791 -28%
GWAG
4
Garrett Wealth Advisory Group
Texas
$4.23M +$444K +11,769 +10%
PP
5
PDS Planning
Ohio
$3.52M +$656K +17,373 +19%
UBS Group
6
UBS Group
Switzerland
$2.84M -$939K -24,875 -22%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.95M +$2.25M +59,481 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.74M -$4.5M -119,056 -69%
LPL Financial
9
LPL Financial
California
$1.56M -$1.19M -31,572 -40%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.44M -$781K -20,672 -32%
SBSB
11
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.24M -$102K -2,696 -7%
IA
12
IFG Advisory
Georgia
$1.12M +$25.3K +670 +2%
AFA
13
Atlanta Financial Associates
Georgia
$988K +$1.14M +30,155 New
CAN
14
Claraphi Advisory Network
United States
$678K +$24.9K +660 +3%
SW
15
SteelPeak Wealth
California
$620K -$190K -5,036 -21%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$609K +$604 +16 +0.1%
HPC
17
Hobart Private Capital
North Carolina
$465K -$21.4K -568 -4%
PAG
18
Private Advisor Group
New Jersey
$414K +$57.3K +1,516 +14%
AIC
19
Ameritas Investment Company
Nebraska
$401K +$22.4K +594 +5%
UCFA
20
United Capital Financial Advisors
Texas
$362K -$28.1K -744 -6%
CAN
21
Cetera Advisor Networks
California
$336K +$58.2K +1,540 +18%
CL
22
CPWM LLC
Washington
$279K
WC
23
Waterloo Capital
Texas
$273K +$315K +8,331 New
BBNA
24
Bremer Bank National Association
Minnesota
$261K
Wells Fargo
25
Wells Fargo
California
$247K -$46.5K -1,231 -14%

GAL Hedge Fund Activity: Q1 2020 in Review

42 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q1 2020, worth a combined $83M — down 21% from $105M a quarter earlier.

Fund positioning in GAL was balanced in Q1 2020: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $6.92M. The largest seller was Royal Bank of Canada, cutting an estimated $4.5M.

  • 42 institutional investors held State Street Global Allocation ETF (GAL) as of Q1 2020, down from 45 in Q4 2019.
  • Funds reported $83M of State Street Global Allocation ETF stock for Q1 2020, down 21% quarter-over-quarter.
  • 5 funds opened new State Street Global Allocation ETF positions in Q1 2020 and 5 closed out, a net change of 0 holders.
  • The largest State Street Global Allocation ETF buyer in Q1 2020 was Bank of America, an estimated $6.92M added.
  • The largest State Street Global Allocation ETF seller in Q1 2020 was Royal Bank of Canada, an estimated $4.5M sold.

Based on aggregated 13F filings for Q1 2020.