State Street Income Allocation ETF
INKM
11 hedge funds and large institutions have $9.85M invested in State Street Income Allocation ETF in 2014 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.
8% more capital invested
Capital invested by funds: $9.11M → $9.85M (+$737K)
0.07% more ownership
Funds ownership: 9.5% → 9.57% (+0.07%)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.84M |
| 2 |
Jane Street
New York
|
+$215K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$104K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$39K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.02M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$520K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$181K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$90.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
U
1
UBS
Zurich,
Switzerland
| $3.03M | -$520K | -16,113 | -15% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $2.97M | +$1.84M | +56,926 | +167% |
|
|
3
Morgan Stanley
New York
| $1.79M | -$1.02M | -31,664 | -37% |
|
|
VKH
4
Virtu KCG Holdings
New York
| $850K | -$181K | -5,600 | -18% |
|
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $530K | +$104K | +3,232 | +25% |
|
|
6
Jane Street
New York
| $459K | +$215K | +6,670 | +90% |
|
|
WA
7
WFG Advisors
Dallas,
Texas
| $104K | +$39K | +1,209 | +61% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $49K | – | – | – |
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $48K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| $8K | -$90.4K | -2,803 | -92% |
|
|
AIG
11
American International Group
New York
| $1.63K | – | – | – |
|
INKM Hedge Fund Activity: Q2 2014 in Review
11 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q2 2014, worth a combined $9.85M — up 8.1% from $9.11M a quarter earlier.
Fund positioning in INKM was balanced in Q2 2014: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $1.84M. The largest seller was Morgan Stanley, cutting an estimated $1.02M.
- 11 institutional investors held State Street Income Allocation ETF (INKM) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $9.85M of State Street Income Allocation ETF stock for Q2 2014, up 8.1% quarter-over-quarter.
- 0 funds opened new State Street Income Allocation ETF positions in Q2 2014 and 0 closed out.
- The largest State Street Income Allocation ETF buyer in Q2 2014 was Bank of America, an estimated $1.84M added.
- The largest State Street Income Allocation ETF seller in Q2 2014 was Morgan Stanley, an estimated $1.02M sold.
Based on aggregated 13F filings for Q2 2014.