State Street Income Allocation ETF
INKM
25 hedge funds and large institutions have $114M invested in State Street Income Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 8 closing their positions.
15% more capital invested
Capital invested by funds: $99.7M → $114M (+$14.5M)
7.01% more ownership
Funds ownership: 83.61% → 90.62% (+7%)
11% less funds holding
Funds holding: 28 → 25 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
79% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$18.8M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$18.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.31M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
+$48.1K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$36.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Manchester Financial
Westlake Village,
California
|
-$20.6M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$11.3M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.55M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$388K |
| 5 |
Morgan Stanley
New York
|
-$358K |
INKM Hedge Fund Activity: Q2 2020 in Review
25 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q2 2020, worth a combined $114M — up 15% from $99.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of INKM and 5 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 3 added.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $18.8M. The largest seller was Manchester Financial, exiting entirely with an estimated $20.6M sold.
- 25 institutional investors held State Street Income Allocation ETF (INKM) as of Q2 2020, down from 28 in Q1 2020.
- Funds reported $114M of State Street Income Allocation ETF stock for Q2 2020, up 15% quarter-over-quarter.
- 5 funds opened new State Street Income Allocation ETF positions in Q2 2020 and 8 closed out, a net change of -3 holders.
- The largest State Street Income Allocation ETF buyer in Q2 2020 was AE Wealth Management, an estimated $18.8M added.
- The largest State Street Income Allocation ETF seller in Q2 2020 was Manchester Financial, an estimated $20.6M sold.
Based on aggregated 13F filings for Q2 2020.