We are live on ! Find out more
INKM icon

State Street Income Allocation ETF
INKM

25 hedge funds and large institutions have $114M invested in State Street Income Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $99.7M → $114M (+$14.5M)

7.01% more ownership

Funds ownership: 83.61% → 90.62% (+7%)

11% less funds holding

Funds holding: 28 → 25 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

79% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
3
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$18.8M
2
SS
Simplicity Solutions
Minnesota
+$18.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.31M
4
CI
CX Institutional
Indiana
+$48.1K
5
PAG
Private Advisor Group
New Jersey
+$36.4K

Top Sellers

Rank Fund Capital Flow
1
MF
Manchester Financial
California
-$20.6M
2
TC
Trilogy Capital
California
-$11.3M
3
State Street
State Street
Massachusetts
-$1.55M
4
Bank of America
Bank of America
North Carolina
-$388K
5
Morgan Stanley
Morgan Stanley
New York
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
26
Manchester Financial
California
– -$20.6M -747,553 Closed
CFG
27
CMC Financial Group
Georgia
– -$344K -12,526 Closed
HA
28
HC Advisors
Georgia
– -$344K -12,526 Closed
BSAM
29
Blue Sky Asset Management
Colorado
– -$303K -11,019 Closed
FGAM
30
Financial Gravity Asset Management
Texas
– -$151 -5,472 Closed
AIC
31
Ameritas Investment Company
Nebraska
– -$24K -875 Closed
FHA
32
Flagship Harbor Advisors
Massachusetts
– -$18K -650 Closed
AP
33
Advisors Preferred
Maryland
– -$10K -371 Closed
1
2

INKM Hedge Fund Activity: Q2 2020 in Review

25 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q2 2020, worth a combined $114M — up 15% from $99.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of INKM and 5 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 3 added.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $18.8M. The largest seller was Manchester Financial, exiting entirely with an estimated $20.6M sold.

  • 25 institutional investors held State Street Income Allocation ETF (INKM) as of Q2 2020, down from 28 in Q1 2020.
  • Funds reported $114M of State Street Income Allocation ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 5 funds opened new State Street Income Allocation ETF positions in Q2 2020 and 8 closed out, a net change of -3 holders.
  • The largest State Street Income Allocation ETF buyer in Q2 2020 was AE Wealth Management, an estimated $18.8M added.
  • The largest State Street Income Allocation ETF seller in Q2 2020 was Manchester Financial, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2020.