State Street Income Allocation ETF
INKM
21 hedge funds and large institutions have $17M invested in State Street Income Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 6 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
4.2% less ownership
Funds ownership: 29.14% → 24.94% (-4.2%)
16% less funds holding
Funds holding: 25 → 21 (-4)
20% less capital invested
Capital invested by funds: $21.2M → $17M (-$4.28M)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$616K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$577K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$462K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$409K |
| 5 |
RL
Retireful LLC
Haslett,
Michigan
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$5.47M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$784K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$402K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$295K |
| 5 |
Morgan Stanley
New York
|
-$79.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPP
26
Kings Path Partners
Sugar Land,
Texas
| – | -$3.31K | -100 | Closed |
|
27
Fidelity Investments
Boston,
Massachusetts
| – | -$33 | -1 | Closed |
|
INKM Hedge Fund Activity: Q4 2025 in Review
21 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q4 2025, worth a combined $17M — down 20% from $21.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of INKM and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 10 added.
The largest buyer was LPL Financial, adding an estimated $616K. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $5.47M sold.
- 21 institutional investors held State Street Income Allocation ETF (INKM) as of Q4 2025, down from 25 in Q3 2025.
- Funds reported $17M of State Street Income Allocation ETF stock for Q4 2025, down 20% quarter-over-quarter.
- 2 funds opened new State Street Income Allocation ETF positions in Q4 2025 and 6 closed out, a net change of -4 holders.
- The largest State Street Income Allocation ETF buyer in Q4 2025 was LPL Financial, an estimated $616K added.
- The largest State Street Income Allocation ETF seller in Q4 2025 was Elevation Capital Advisory, an estimated $5.47M sold.
Based on aggregated 13F filings for Q4 2025.