State Street Income Allocation ETF
INKM
25 hedge funds and large institutions have $21.2M invested in State Street Income Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 7 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
24% more capital invested
Capital invested by funds: $17.1M → $21.2M (+$4.1M)
3.77% more ownership
Funds ownership: 25.38% → 29.14% (+3.8%)
4% less funds holding
Funds holding: 26 → 25 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$5.43M |
| 2 |
CNBOF
City National Bank of Florida
Miami,
Florida
|
+$399K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$399K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$213K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
Retireful LLC
Haslett,
Michigan
|
-$1.16M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$330K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$252K |
| 5 |
RPC
Rossmore Private Capital
Glastonbury,
Connecticut
|
-$146K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RL
26
Retireful LLC
Haslett,
Michigan
| – | -$1.16M | -35,786 | Closed |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$330K | -10,204 | Closed |
|
28
Bank of America
Charlotte,
North Carolina
| – | -$57.8K | -1,787 | Closed |
|
|
NS
29
NBC Securities
Birmingham,
Alabama
| – | -$12K | -399 | Closed |
|
|
AWM
30
AE Wealth Management
Topeka,
Kansas
| – | -$11.6K | -360 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$9.47K | -293 | Closed |
|
|
ATS
32
Ashton Thomas Securities
Rochester,
New York
| – | -$4.36K | -135 | Closed |
|
INKM Hedge Fund Activity: Q3 2025 in Review
25 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q3 2025, worth a combined $21.2M — up 24% from $17.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of INKM and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.
The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $5.43M. The largest seller was Retireful LLC, exiting entirely with an estimated $1.16M sold.
- 25 institutional investors held State Street Income Allocation ETF (INKM) as of Q3 2025, down from 26 in Q2 2025.
- Funds reported $21.2M of State Street Income Allocation ETF stock for Q3 2025, up 24% quarter-over-quarter.
- 6 funds opened new State Street Income Allocation ETF positions in Q3 2025 and 7 closed out, a net change of -1 holder.
- The largest State Street Income Allocation ETF buyer in Q3 2025 was Elevation Capital Advisory, an estimated $5.43M added.
- The largest State Street Income Allocation ETF seller in Q3 2025 was Retireful LLC, an estimated $1.16M sold.
Based on aggregated 13F filings for Q3 2025.