State Street Income Allocation ETF
INKM
24 hedge funds and large institutions have $71.3M invested in State Street Income Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
20% more funds holding
Funds holding: 20 → 24 (+4)
0.79% less ownership
Funds ownership: 75.27% → 74.49% (-0.79%)
6% less capital invested
Capital invested by funds: $75.5M → $71.3M (-$4.27M)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
+$1.64M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.37M |
| 4 |
Morgan Stanley
New York
|
+$843K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$349K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$1.03M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$844K |
| 3 |
LPL Financial
San Diego,
California
|
-$735K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$302K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$230K |
INKM Hedge Fund Activity: Q2 2022 in Review
24 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q2 2022, worth a combined $71.3M — down 5.7% from $75.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new INKM positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Tiller Private Wealth, opening a new position worth an estimated $1.64M. The largest seller was State Street, cutting an estimated $1.03M.
- 24 institutional investors held State Street Income Allocation ETF (INKM) as of Q2 2022, up from 20 in Q1 2022.
- Funds reported $71.3M of State Street Income Allocation ETF stock for Q2 2022, down 5.7% quarter-over-quarter.
- 6 funds opened new State Street Income Allocation ETF positions in Q2 2022 and 2 closed out, a net change of +4 holders.
- The largest State Street Income Allocation ETF buyer in Q2 2022 was Tiller Private Wealth, an estimated $1.64M added.
- The largest State Street Income Allocation ETF seller in Q2 2022 was State Street, an estimated $1.03M sold.
Based on aggregated 13F filings for Q2 2022.