State Street Income Allocation ETF
INKM
31 hedge funds and large institutions have $120M invested in State Street Income Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
29% more funds holding
Funds holding: 24 → 31 (+7)
12% more capital invested
Capital invested by funds: $107M → $120M (+$12.9M)
1.3% more ownership
Funds ownership: 83.23% → 84.53% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.73M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.66M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.33M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.25M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$973K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$458K |
| 2 |
MF
Manchester Financial
Westlake Village,
California
|
-$449K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$17.8K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$10.8K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.97K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCP
26
Verus Capital Partners
Scottsdale,
Arizona
| $26K | +$25.5K | +750 | New |
|
|
FHA
27
Flagship Harbor Advisors
Boston,
Massachusetts
| $22K | – | – | – |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $21K | +$20.4K | +600 | New |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $17K | – | – | – |
|
30
JP Morgan Chase
New York
| $13K | -$238 | -7 | -2% |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | +$34 | +1 | New |
|
INKM Hedge Fund Activity: Q4 2019 in Review
31 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q4 2019, worth a combined $120M — up 12% from $107M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new INKM positions and 1 closed out — a net gain of 7 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $2.73M. The largest seller was State Street, cutting an estimated $458K.
- 31 institutional investors held State Street Income Allocation ETF (INKM) as of Q4 2019, up from 24 in Q3 2019.
- Funds reported $120M of State Street Income Allocation ETF stock for Q4 2019, up 12% quarter-over-quarter.
- 8 funds opened new State Street Income Allocation ETF positions in Q4 2019 and 1 closed out, a net change of +7 holders.
- The largest State Street Income Allocation ETF buyer in Q4 2019 was AE Wealth Management, an estimated $2.73M added.
- The largest State Street Income Allocation ETF seller in Q4 2019 was State Street, an estimated $458K sold.
Based on aggregated 13F filings for Q4 2019.