State Street Income Allocation ETF
INKM
23 hedge funds and large institutions have $80.2M invested in State Street Income Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 5 closing their positions.
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
2.42% less ownership
Funds ownership: 77.48% → 75.06% (-2.4%)
17% less capital invested
Capital invested by funds: $96.9M → $80.2M (-$16.7M)
18% less funds holding
Funds holding: 28 → 23 (-5)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$1.32M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$211K |
| 3 |
Morgan Stanley
New York
|
+$153K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$48.6K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$45.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.91M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.63M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$437K |
| 4 |
State Street
Boston,
Massachusetts
|
-$391K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$366K |
INKM Hedge Fund Activity: Q3 2021 in Review
23 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q3 2021, worth a combined $80.2M — down 17% from $96.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of INKM and 1 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 10 added.
The largest buyer was AlphaStar Capital Management, adding an estimated $1.32M. The largest seller was AE Wealth Management, exiting entirely with an estimated $3.91M sold.
- 23 institutional investors held State Street Income Allocation ETF (INKM) as of Q3 2021, down from 28 in Q2 2021.
- Funds reported $80.2M of State Street Income Allocation ETF stock for Q3 2021, down 17% quarter-over-quarter.
- 1 fund opened new State Street Income Allocation ETF positions in Q3 2021 and 5 closed out, a net change of -4 holders.
- The largest State Street Income Allocation ETF buyer in Q3 2021 was AlphaStar Capital Management, an estimated $1.32M added.
- The largest State Street Income Allocation ETF seller in Q3 2021 was AE Wealth Management, an estimated $3.91M sold.
Based on aggregated 13F filings for Q3 2021.