State Street Income Allocation ETF
INKM
13 hedge funds and large institutions have $17.2M invested in State Street Income Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.
19% less funds holding
Funds holding: 16 → 13 (-3)
34.14% less ownership
Funds ownership: 49.94% → 15.8% (-34%)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
80% less capital invested
Capital invested by funds: $86M → $17.2M (-$68.7M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$359K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$254K |
| 3 |
LPL Financial
San Diego,
California
|
+$19.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$62.3M |
| 2 |
Morgan Stanley
New York
|
-$2.71M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.1M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$1.06M |
INKM Hedge Fund Activity: Q3 2013 in Review
13 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q3 2013, worth a combined $17.2M — down 80% from $86M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of INKM and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, adding an estimated $359K. The largest seller was TD Capital Management, exiting entirely with an estimated $62.3M sold.
- 13 institutional investors held State Street Income Allocation ETF (INKM) as of Q3 2013, down from 16 in Q2 2013.
- Funds reported $17.2M of State Street Income Allocation ETF stock for Q3 2013, down 80% quarter-over-quarter.
- 1 fund opened new State Street Income Allocation ETF positions in Q3 2013 and 3 closed out, a net change of -2 holders.
- The largest State Street Income Allocation ETF buyer in Q3 2013 was Susquehanna International Group, an estimated $359K added.
- The largest State Street Income Allocation ETF seller in Q3 2013 was TD Capital Management, an estimated $62.3M sold.
Based on aggregated 13F filings for Q3 2013.