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State Street Income Allocation ETF

23 hedge funds and large institutions have $81.1M invested in State Street Income Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

24% more capital invested

Capital invested by funds: $65.4M → $81.1M (+$15.7M)

21% more funds holding

Funds holding: 1923 (+4)

10.95% more ownership

Funds ownership: 70.59%81.54% (+11%)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$53.9M +$568K +17,874 +1%
Wells Fargo
2
Wells Fargo
California
$9.2M +$9.06M +285,342 +1,870%
MF
3
Manchester Financial
California
$8.25M +$8.56M +269,588 New
SP
4
SWS Partners
Ohio
$1.89M -$69.2K -2,178 -3%
AP
5
Advisors Preferred
Maryland
$1.54M +$592K +18,647 +59%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$899K +$66.5K +2,094 +8%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$754K +$782K +24,635 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$721K +$749K +23,571 New
Morgan Stanley
9
Morgan Stanley
New York
$713K +$104K +3,274 +16%
Bank of America
10
Bank of America
North Carolina
$649K +$243K +7,640 +56%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$533K +$553K +17,411 New
M&T Bank
12
M&T Bank
New York
$485K +$503K +15,854 New
CS
13
Credit Suisse
Switzerland
$462K +$480K +15,101 New
Jane Street
14
Jane Street
New York
$335K -$884K -27,821 -72%
UBS Group
15
UBS Group
Switzerland
$322K -$33.8K -1,064 -9%
AG
16
Advisor Group
Arizona
$174K +$9.94K +313 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$79K +$953 +30 +1%
AIC
18
Ameritas Investment Company
Nebraska
$50K +$52.2K +1,645 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$48K -$34.5K -1,085 -41%
CI
20
CX Institutional
Indiana
$41K -$47.7K -1,501 -53%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$17K
OIA
22
OneDigital Investment Advisors
Kansas
$10K +$10.2K +320 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$1.01M -30,991 Closed
IA
24
IFP Advisors
Florida
-$4K -132 Closed

INKM Hedge Fund Activity: Q4 2018 in Review

23 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q4 2018, worth a combined $81.1M — up 24% from $65.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new INKM positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.06M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.01M sold.

  • 23 institutional investors held State Street Income Allocation ETF (INKM) as of Q4 2018, up from 19 in Q3 2018.
  • Funds reported $81.1M of State Street Income Allocation ETF stock for Q4 2018, up 24% quarter-over-quarter.
  • 8 funds opened new State Street Income Allocation ETF positions in Q4 2018 and 3 closed out, a net change of +5 holders.
  • The largest State Street Income Allocation ETF buyer in Q4 2018 was Wells Fargo, an estimated $9.06M added.
  • The largest State Street Income Allocation ETF seller in Q4 2018 was Susquehanna International Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2018.