State Street Income Allocation ETF
INKM
16 hedge funds and large institutions have $28.6M invested in State Street Income Allocation ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
38% more capital invested
Capital invested by funds: $20.8M → $28.6M (+$7.83M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
7% more funds holding
Funds holding: 15 → 16 (+1)
4.83% more ownership
Funds ownership: 17.71% → 22.55% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.67M |
| 2 |
JP Morgan Chase
New York
|
+$2.88M |
| 3 |
Jane Street
New York
|
+$2.02M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$818K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$649K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.01M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$431K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$390K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$340K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$290K |
INKM Hedge Fund Activity: Q1 2015 in Review
16 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q1 2015, worth a combined $28.6M — up 38% from $20.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new INKM positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $3.67M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.01M sold.
- 16 institutional investors held State Street Income Allocation ETF (INKM) as of Q1 2015, up from 15 in Q4 2014.
- Funds reported $28.6M of State Street Income Allocation ETF stock for Q1 2015, up 38% quarter-over-quarter.
- 6 funds opened new State Street Income Allocation ETF positions in Q1 2015 and 4 closed out, a net change of +2 holders.
- The largest State Street Income Allocation ETF buyer in Q1 2015 was Envestnet Asset Management, an estimated $3.67M added.
- The largest State Street Income Allocation ETF seller in Q1 2015 was Susquehanna International Group, an estimated $1.01M sold.
Based on aggregated 13F filings for Q1 2015.