State Street Income Allocation ETF
INKM
23 hedge funds and large institutions have $17.2M invested in State Street Income Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 22 → 23 (+1)
9.49% less ownership
Funds ownership: 32.69% → 23.2% (-9.5%)
33% less capital invested
Capital invested by funds: $25.7M → $17.2M (-$8.44M)
77% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$1.27M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$991K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$284K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$65.2K |
| 5 |
FFWM
Future Financial Wealth Management
Cincinnati,
Ohio
|
+$18.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.58M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.93M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$984K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$416K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$216K | -6,955 | Closed |
|
27
Mariner
Overland Park,
Kansas
| – | -$215K | -6,925 | Closed |
|
INKM Hedge Fund Activity: Q1 2024 in Review
23 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q1 2024, worth a combined $17.2M — down 33% from $25.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new INKM positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 13 trimmed.
The largest buyer was Win Advisors, opening a new position worth an estimated $1.27M. The largest seller was Morgan Stanley, cutting an estimated $3.58M.
- 23 institutional investors held State Street Income Allocation ETF (INKM) as of Q1 2024, up from 22 in Q4 2023.
- Funds reported $17.2M of State Street Income Allocation ETF stock for Q1 2024, down 33% quarter-over-quarter.
- 5 funds opened new State Street Income Allocation ETF positions in Q1 2024 and 4 closed out, a net change of +1 holder.
- The largest State Street Income Allocation ETF buyer in Q1 2024 was Win Advisors, an estimated $1.27M added.
- The largest State Street Income Allocation ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.58M sold.
Based on aggregated 13F filings for Q1 2024.