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State Street Global Allocation ETF

45 hedge funds and large institutions have $96.8M invested in State Street Global Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $86.4M → $96.8M (+$10.4M)

7% more funds holding

Funds holding: 4245 (+3)

2.68% more ownership

Funds ownership: 34.57%37.25% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
13
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
$37.6M +$809K +19,808 +2%
RJA
2
Raymond James & Associates
Florida
$28.6M +$276K +6,764 +1%
Morgan Stanley
3
Morgan Stanley
New York
$3.98M -$212K -5,187 -5%
PP
4
PDS Planning
Ohio
$3.87M -$51.1K -1,250 -1%
UBS Group
5
UBS Group
Switzerland
$3.09M -$129K -3,160 -4%
FFA
6
First Foundation Advisors
California
$2.82M +$334K +8,180 +14%
CWM
7
Connecticut Wealth Management
Connecticut
$2.39M -$526K -12,879 -19%
LPL Financial
8
LPL Financial
California
$2.27M +$24.5K +600 +1%
SBSB
9
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.47M +$8.13K +199 +0.6%
IA
10
IFG Advisory
Georgia
$1.43M -$42.5K -1,040 -3%
GSEP
11
Golden State Equity Partners
California
$696K +$666K +16,301 New
PAG
12
Private Advisor Group
New Jersey
$662K +$28.7K +702 +5%
GSWM
13
Golden State Wealth Management
California
$642K +$614K +15,028 New
WWMSC
14
Wagner Wealth Management (South Carolina)
South Carolina
$630K +$602K +14,745 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$566K +$2.7K +66 +0.5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$543K -$12.6K -308 -2%
RPC
17
Rossmore Private Capital
Connecticut
$540K +$42.8K +1,047 +9%
AIC
18
Ameritas Investment Company
Nebraska
$507K +$12K +293 +3%
HW
19
Hancock Whitney
Mississippi
$449K +$429K +10,508 New
CAN
20
Cetera Advisor Networks
California
$435K -$940 -23 -0.2%
AP
21
Advisors Preferred
Maryland
$413K +$397K +9,712 New
CL
22
CPWM LLC
Washington
$364K
Wells Fargo
23
Wells Fargo
California
$361K -$5.23K -128 -1%
BBNA
24
Bremer Bank National Association
Minnesota
$341K
AFA
25
Atlanta Financial Associates
Georgia
$304K +$40.6K +993 +16%

GAL Hedge Fund Activity: Q4 2020 in Review

45 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2020, worth a combined $96.8M — up 12% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GAL positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $809K. The largest seller was SteelPeak Wealth, exiting entirely with an estimated $775K sold.

  • 45 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2020, up from 42 in Q3 2020.
  • Funds reported $96.8M of State Street Global Allocation ETF stock for Q4 2020, up 12% quarter-over-quarter.
  • 8 funds opened new State Street Global Allocation ETF positions in Q4 2020 and 5 closed out, a net change of +3 holders.
  • The largest State Street Global Allocation ETF buyer in Q4 2020 was Bank of America, an estimated $809K added.
  • The largest State Street Global Allocation ETF seller in Q4 2020 was SteelPeak Wealth, an estimated $775K sold.

Based on aggregated 13F filings for Q4 2020.