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State Street Global Allocation ETF

42 hedge funds and large institutions have $86.4M invested in State Street Global Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $80.8M → $86.4M (+$5.58M)

2% more funds holding

Funds holding: 4142 (+1)

0.63% more ownership

Funds ownership: 33.94%34.57% (+0.63%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
14
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
$33.5M +$609K +15,695 +2%
RJA
2
Raymond James & Associates
Florida
$25.8M -$831K -21,426 -3%
Morgan Stanley
3
Morgan Stanley
New York
$3.83M -$11.2K -289 -0.3%
PP
4
PDS Planning
Ohio
$3.58M -$136K -3,506 -4%
UBS Group
5
UBS Group
Switzerland
$2.94M +$21.1K +543 +0.7%
CWM
6
Connecticut Wealth Management
Connecticut
$2.68M +$2.67M +68,820 New
FFA
7
First Foundation Advisors
California
$2.25M +$454K +11,691 +25%
LPL Financial
8
LPL Financial
California
$2.05M -$61K -1,573 -3%
IA
9
IFG Advisory
Georgia
$1.34M +$20.9K +540 +2%
SBSB
10
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.33M -$168K -4,336 -11%
SW
11
SteelPeak Wealth
California
$775K +$24.1K +620 +3%
PAG
12
Private Advisor Group
New Jersey
$576K +$90.4K +2,329 +19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$513K -$52.7K -1,359 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$507K -$110K -2,838 -18%
RPC
15
Rossmore Private Capital
Connecticut
$451K +$95.6K +2,465 +27%
AIC
16
Ameritas Investment Company
Nebraska
$426K
CAN
17
Cetera Advisor Networks
California
$398K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$355K -$776 -20 -0.2%
Wells Fargo
19
Wells Fargo
California
$335K +$29.1K +750 +10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$335K +$114K +2,935 +52%
CL
21
CPWM LLC
Washington
$331K
BBNA
22
Bremer Bank National Association
Minnesota
$311K
RA
23
RFG Advisory
Alabama
$275K -$9.7K -250 -3%
CAN
24
Claraphi Advisory Network
United States
$264K -$273K -7,040 -51%
HighTower Advisors
25
HighTower Advisors
Illinois
$249K +$6.87K +177 +3%

GAL Hedge Fund Activity: Q3 2020 in Review

42 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q3 2020, worth a combined $86.4M — up 6.9% from $80.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GAL positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $2.67M. The largest seller was Grimes & Company, exiting entirely with an estimated $1.01M sold.

  • 42 institutional investors held State Street Global Allocation ETF (GAL) as of Q3 2020, up from 41 in Q2 2020.
  • Funds reported $86.4M of State Street Global Allocation ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 6 funds opened new State Street Global Allocation ETF positions in Q3 2020 and 5 closed out, a net change of +1 holder.
  • The largest State Street Global Allocation ETF buyer in Q3 2020 was Connecticut Wealth Management, an estimated $2.67M added.
  • The largest State Street Global Allocation ETF seller in Q3 2020 was Grimes & Company, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2020.