State Street Income Allocation ETF
INKM
28 hedge funds and large institutions have $90.4M invested in State Street Income Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 0 closing their positions.
22% more funds holding
Funds holding: 23 → 28 (+5)
13% more capital invested
Capital invested by funds: $80.2M → $90.4M (+$10.3M)
1.7% more ownership
Funds ownership: 75.06% → 76.76% (+1.7%)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$10.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.67M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$467K |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
+$211K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$1.81M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$603K |
| 3 |
State Street
Boston,
Massachusetts
|
-$469K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$385K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$170K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPCONE
26
Retirement Planning Company of New England
Warwick,
Rhode Island
| $14K | +$14.2K | +400 | New |
|
27
JP Morgan Chase
New York
| $10K | -$533 | -15 | -5% |
|
|
FGAM
28
Financial Gravity Asset Management
Lakeway,
Texas
| $101 | -$2.88K | -81 | -3% |
|
INKM Hedge Fund Activity: Q4 2021 in Review
28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q4 2021, worth a combined $90.4M — up 13% from $80.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new INKM positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 14 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $10.7M. The largest seller was AlphaStar Capital Management, cutting an estimated $1.81M.
- 28 institutional investors held State Street Income Allocation ETF (INKM) as of Q4 2021, up from 23 in Q3 2021.
- Funds reported $90.4M of State Street Income Allocation ETF stock for Q4 2021, up 13% quarter-over-quarter.
- 5 funds opened new State Street Income Allocation ETF positions in Q4 2021 and 0 closed out, a net change of +5 holders.
- The largest State Street Income Allocation ETF buyer in Q4 2021 was GeoWealth Management, an estimated $10.7M added.
- The largest State Street Income Allocation ETF seller in Q4 2021 was AlphaStar Capital Management, an estimated $1.81M sold.
Based on aggregated 13F filings for Q4 2021.