State Street Income Allocation ETF
INKM
28 hedge funds and large institutions have $99.7M invested in State Street Income Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.92% less ownership
Funds ownership: 84.53% → 83.61% (-0.92%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
10% less funds holding
Funds holding: 31 → 28 (-3)
17% less capital invested
Capital invested by funds: $120M → $99.7M (-$20M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$18.8M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$6.15M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$518K |
| 4 |
DA
Detalus Advisors
St. Louis,
Missouri
|
+$459K |
| 5 |
HA
HC Advisors
Sandy Springs,
Georgia
|
+$408K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$9.13M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$9.06M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$2.11M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.61M |
| 5 |
Jane Street
New York
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
26
Advisors Preferred
Rockville,
Maryland
| $10K | -$2.11M | -64,752 | -99% |
|
27
JP Morgan Chase
New York
| $10K | -$293 | -9 | -2% |
|
|
FGAM
28
Financial Gravity Asset Management
Lakeway,
Texas
| $151 | +$35.8K | +1,097 | +25% |
|
|
AWM
29
AE Wealth Management
Topeka,
Kansas
| – | -$9.13M | -266,314 | Closed |
|
|
SS
30
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$9.06M | -264,200 | Closed |
|
|
31
Jane Street
New York
| – | -$1.1M | -32,114 | Closed |
|
|
VCP
32
Verus Capital Partners
Scottsdale,
Arizona
| – | -$26K | -750 | Closed |
|
INKM Hedge Fund Activity: Q1 2020 in Review
28 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q1 2020, worth a combined $99.7M — down 17% from $120M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of INKM and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 10 added.
The largest buyer was Trilogy Capital, opening a new position worth an estimated $18.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $9.13M sold.
- 28 institutional investors held State Street Income Allocation ETF (INKM) as of Q1 2020, down from 31 in Q4 2019.
- Funds reported $99.7M of State Street Income Allocation ETF stock for Q1 2020, down 17% quarter-over-quarter.
- 4 funds opened new State Street Income Allocation ETF positions in Q1 2020 and 5 closed out, a net change of -1 holder.
- The largest State Street Income Allocation ETF buyer in Q1 2020 was Trilogy Capital, an estimated $18.8M added.
- The largest State Street Income Allocation ETF seller in Q1 2020 was AE Wealth Management, an estimated $9.13M sold.
Based on aggregated 13F filings for Q1 2020.