State Street Income Allocation ETF
INKM
29 hedge funds and large institutions have $96.9M invested in State Street Income Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
8% more capital invested
Capital invested by funds: $89.6M → $96.9M (+$7.33M)
0.32% less ownership
Funds ownership: 77.85% → 77.52% (-0.32%)
3% less funds holding
Funds holding: 30 → 29 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.77M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.31M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$427K |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$242K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$5.71M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$830K |
| 3 |
DA
Detalus Advisors
St. Louis,
Missouri
|
-$821K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$444K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$404K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $33K | +$14.9K | +420 | +84% |
|
|
PCA
27
Providence Capital Advisors
Charlotte,
North Carolina
| $18K | +$17.8K | +500 | New |
|
28
JP Morgan Chase
New York
| $11K | -$1.07K | -30 | -9% |
|
|
TC
29
Trilogy Capital
Irvine,
California
| – | -$5.71M | -164,931 | Closed |
|
|
DA
30
Detalus Advisors
St. Louis,
Missouri
| – | -$821K | -23,719 | Closed |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$444K | -12,821 | Closed |
|
|
AIC
32
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$14.8K | -428 | Closed |
|
|
LAS
33
Lloyd Advisory Services
Suwanee,
Georgia
| – | +$36 | +1 | +9% |
|
INKM Hedge Fund Activity: Q2 2021 in Review
29 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q2 2021, worth a combined $96.9M — up 8.2% from $89.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of INKM and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 15 added.
The largest buyer was Wells Fargo, adding an estimated $1.77M. The largest seller was Trilogy Capital, exiting entirely with an estimated $5.71M sold.
- 29 institutional investors held State Street Income Allocation ETF (INKM) as of Q2 2021, down from 30 in Q1 2021.
- Funds reported $96.9M of State Street Income Allocation ETF stock for Q2 2021, up 8.2% quarter-over-quarter.
- 3 funds opened new State Street Income Allocation ETF positions in Q2 2021 and 4 closed out, a net change of -1 holder.
- The largest State Street Income Allocation ETF buyer in Q2 2021 was Wells Fargo, an estimated $1.77M added.
- The largest State Street Income Allocation ETF seller in Q2 2021 was Trilogy Capital, an estimated $5.71M sold.
Based on aggregated 13F filings for Q2 2021.