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State Street Income Allocation ETF

22 hedge funds and large institutions have $67.4M invested in State Street Income Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

946% more capital invested

Capital invested by funds: $6.45M → $67.4M (+$61M)

61.95% more ownership

Funds ownership: 6.16%68.11% (+62%)

29% more funds holding

Funds holding: 1722 (+5)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$59.9M +$60.4M +1,965,207 New
VKH
2
Virtu KCG Holdings
New York
$1.01M +$783K +25,468 +326%
AP
3
Advisors Preferred
Maryland
$994K -$186K -6,048 -16%
Citadel Advisors
4
Citadel Advisors
Florida
$896K +$905K +29,412 New
Jane Street
5
Jane Street
New York
$845K -$134K -4,366 -14%
Morgan Stanley
6
Morgan Stanley
New York
$792K -$25.3K -824 -3%
Wells Fargo
7
Wells Fargo
California
$620K +$577K +18,752 +1,172%
Bank of America
8
Bank of America
North Carolina
$516K -$370K -12,029 -42%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$482K +$27.8K +903 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$337K -$20.6K -669 -6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$317K -$132K -4,293 -29%
UBS Group
12
UBS Group
Switzerland
$249K -$278K -9,037 -53%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$211K +$213K +6,913 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$84K +$10.9K +356 +15%
WA
15
WFG Advisors
Texas
$81K +$5.72K +186 +8%
JP Morgan Chase
16
JP Morgan Chase
New York
$73K -$19.2K -624 -21%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$33.2K +1,080 New
MFS
18
MSI Financial Services
Massachusetts
$21K +$62 +2 +0.3%
IA
19
IFP Advisors
Florida
$4K
AG
20
Advisor Group
Arizona
$2K
SPIA
21
Steward Partners Investment Advisory
New York
+$308 +10 New

INKM Hedge Fund Activity: Q4 2016 in Review

22 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q4 2016, worth a combined $67.4M — up 946% from $6.45M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new INKM positions and 0 closed out — a net gain of 5 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $60.4M. The largest seller was Bank of America, cutting an estimated $370K.

  • 22 institutional investors held State Street Income Allocation ETF (INKM) as of Q4 2016, up from 17 in Q3 2016.
  • Funds reported $67.4M of State Street Income Allocation ETF stock for Q4 2016, up 946% quarter-over-quarter.
  • 5 funds opened new State Street Income Allocation ETF positions in Q4 2016 and 0 closed out, a net change of +5 holders.
  • The largest State Street Income Allocation ETF buyer in Q4 2016 was State Street, an estimated $60.4M added.
  • The largest State Street Income Allocation ETF seller in Q4 2016 was Bank of America, an estimated $370K sold.

Based on aggregated 13F filings for Q4 2016.