State Street Income Allocation ETF
INKM
24 hedge funds and large institutions have $107M invested in State Street Income Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
35% more capital invested
Capital invested by funds: $79.4M → $107M (+$27.4M)
9% more funds holding
Funds holding: 22 → 24 (+2)
7.31% more ownership
Funds ownership: 75.92% → 83.23% (+7.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Manchester Financial
Westlake Village,
California
|
+$15.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.24M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$6.23M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$674K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$3.56M |
| 2 |
Jane Street
New York
|
-$134K |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$64.8K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$19K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$11K |
INKM Hedge Fund Activity: Q3 2019 in Review
24 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q3 2019, worth a combined $107M — up 35% from $79.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new INKM positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Manchester Financial, adding an estimated $15.7M. The largest seller was State Street, cutting an estimated $3.56M.
- 24 institutional investors held State Street Income Allocation ETF (INKM) as of Q3 2019, up from 22 in Q2 2019.
- Funds reported $107M of State Street Income Allocation ETF stock for Q3 2019, up 35% quarter-over-quarter.
- 5 funds opened new State Street Income Allocation ETF positions in Q3 2019 and 3 closed out, a net change of +2 holders.
- The largest State Street Income Allocation ETF buyer in Q3 2019 was Manchester Financial, an estimated $15.7M added.
- The largest State Street Income Allocation ETF seller in Q3 2019 was State Street, an estimated $3.56M sold.
Based on aggregated 13F filings for Q3 2019.