State Street Income Allocation ETF
INKM
20 hedge funds and large institutions have $12.3M invested in State Street Income Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
5% more funds holding
Funds holding: 19 → 20 (+1)
4.82% less ownership
Funds ownership: 16.88% → 12.06% (-4.8%)
34% less capital invested
Capital invested by funds: $18.5M → $12.3M (-$6.19M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$549K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$416K |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$416K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$300K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.24M |
| 2 |
JP Morgan Chase
New York
|
-$2.39M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$761K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$699K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$374K |
INKM Hedge Fund Activity: Q4 2015 in Review
20 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q4 2015, worth a combined $12.3M — down 34% from $18.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new INKM positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $549K. The largest seller was Envestnet Asset Management, cutting an estimated $3.24M.
- 20 institutional investors held State Street Income Allocation ETF (INKM) as of Q4 2015, up from 19 in Q3 2015.
- Funds reported $12.3M of State Street Income Allocation ETF stock for Q4 2015, down 34% quarter-over-quarter.
- 3 funds opened new State Street Income Allocation ETF positions in Q4 2015 and 2 closed out, a net change of +1 holder.
- The largest State Street Income Allocation ETF buyer in Q4 2015 was LPL Financial, an estimated $549K added.
- The largest State Street Income Allocation ETF seller in Q4 2015 was Envestnet Asset Management, an estimated $3.24M sold.
Based on aggregated 13F filings for Q4 2015.