State Street Income Allocation ETF
INKM
21 hedge funds and large institutions have $55.4M invested in State Street Income Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.
2.58% more ownership
Funds ownership: 69.79% → 72.37% (+2.6%)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
8% less capital invested
Capital invested by funds: $60.5M → $55.4M (-$5.08M)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$867K |
| 2 |
MWM
Moran Wealth Management
Naples,
Florida
|
+$420K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$310K |
| 4 |
Morgan Stanley
New York
|
+$289K |
| 5 |
LPL Financial
San Diego,
California
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.11M |
| 2 |
State Street
Boston,
Massachusetts
|
-$1.39M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$657K |
| 4 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$501K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$374K |
INKM Hedge Fund Activity: Q1 2023 in Review
21 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q1 2023, worth a combined $55.4M — down 8.4% from $60.5M a quarter earlier.
Fund positioning in INKM was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 8 trimmed.
The largest buyer was AlphaStar Capital Management, adding an estimated $867K. The largest seller was Wells Fargo, cutting an estimated $6.11M.
- 21 institutional investors held State Street Income Allocation ETF (INKM) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $55.4M of State Street Income Allocation ETF stock for Q1 2023, down 8.4% quarter-over-quarter.
- 4 funds opened new State Street Income Allocation ETF positions in Q1 2023 and 4 closed out, a net change of 0 holders.
- The largest State Street Income Allocation ETF buyer in Q1 2023 was AlphaStar Capital Management, an estimated $867K added.
- The largest State Street Income Allocation ETF seller in Q1 2023 was Wells Fargo, an estimated $6.11M sold.
Based on aggregated 13F filings for Q1 2023.