State Street Income Allocation ETF
INKM
12 hedge funds and large institutions have $13.6M invested in State Street Income Allocation ETF in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.
2.14% less ownership
Funds ownership: 15.8% → 13.66% (-2.1%)
8% less funds holding
Funds holding: 13 → 12 (-1)
21% less capital invested
Capital invested by funds: $17.2M → $13.6M (-$3.68M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$468K |
| 2 |
Jane Street
New York
|
+$250K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
+$10.8K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$8.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$2.01M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$805K |
| 3 |
Morgan Stanley
New York
|
-$753K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$634K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$211K |
INKM Hedge Fund Activity: Q4 2013 in Review
12 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q4 2013, worth a combined $13.6M — down 21% from $17.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of INKM and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $468K. The largest seller was UBS, cutting an estimated $2.01M.
- 12 institutional investors held State Street Income Allocation ETF (INKM) as of Q4 2013, down from 13 in Q3 2013.
- Funds reported $13.6M of State Street Income Allocation ETF stock for Q4 2013, down 21% quarter-over-quarter.
- 1 fund opened new State Street Income Allocation ETF positions in Q4 2013 and 2 closed out, a net change of -1 holder.
- The largest State Street Income Allocation ETF buyer in Q4 2013 was Virtu KCG Holdings, an estimated $468K added.
- The largest State Street Income Allocation ETF seller in Q4 2013 was UBS, an estimated $2.01M sold.
Based on aggregated 13F filings for Q4 2013.