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State Street Income Allocation ETF

21 hedge funds and large institutions have $60.5M invested in State Street Income Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1% more capital invested

Capital invested by funds: $60.1M → $60.5M (+$438K)

0% more funds holding

Funds holding: 2121 (0)

0.93% less ownership

Funds ownership: 70.72%69.79% (-0.93%)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$33.7M -$7.22M -245,294 -18%
Wells Fargo
2
Wells Fargo
California
$6.29M +$3.99M +135,530 +174%
ACM
3
AlphaStar Capital Management
North Carolina
$3.46M -$292K -9,905 -8%
Morgan Stanley
4
Morgan Stanley
New York
$3.39M +$1.02M +34,507 +43%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.23M -$530K -17,998 -14%
MWM
6
Moran Wealth Management
Florida
$3.12M +$3.12M +105,890 New
UBS Group
7
UBS Group
Switzerland
$1.57M -$115K -3,902 -7%
TPW
8
Tiller Private Wealth
Pennsylvania
$1.02M -$533K -18,097 -34%
RPC
9
Rossmore Private Capital
Connecticut
$988K +$7.36K +250 +0.8%
LPL Financial
10
LPL Financial
California
$722K -$153K -5,181 -17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$657K +$656K +22,283 New
RJA
12
Raymond James & Associates
Florida
$608K +$85.6K +2,908 +16%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$524K -$54K -1,833 -9%
OMC
14
Old Mission Capital
Illinois
$374K +$373K +12,677 New
Stifel Financial
15
Stifel Financial
Missouri
$301K -$1.56M -52,857 -84%
JPLA
16
Joseph P. Lucia & Associates
New York
$203K -$7.36K -250 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$183K +$38.2K +1,298 +26%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$153K +$152K +5,177 New
HI
19
Harbour Investments
Wisconsin
$26.2K -$22.1K -750 -46%
BAM
20
Belpointe Asset Management
Nevada
$25K +$25K +848 New
JP Morgan Chase
21
JP Morgan Chase
New York
$8K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$929K -32,922 Closed
CI
23
CX Institutional
Indiana
-$242K -8,574 Closed
WTC
24
WhitTier Trust Company
Nevada
-$7K -250 Closed
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
-$3 -121 Closed

INKM Hedge Fund Activity: Q4 2022 in Review

21 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q4 2022, worth a combined $60.5M — up 0.73% from $60.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new INKM positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.99M. The largest seller was State Street, cutting an estimated $7.22M.

  • 21 institutional investors held State Street Income Allocation ETF (INKM) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $60.5M of State Street Income Allocation ETF stock for Q4 2022, up 0.73% quarter-over-quarter.
  • 5 funds opened new State Street Income Allocation ETF positions in Q4 2022 and 4 closed out, a net change of +1 holder.
  • The largest State Street Income Allocation ETF buyer in Q4 2022 was Wells Fargo, an estimated $3.99M added.
  • The largest State Street Income Allocation ETF seller in Q4 2022 was State Street, an estimated $7.22M sold.

Based on aggregated 13F filings for Q4 2022.