State Street Income Allocation ETF
INKM
15 hedge funds and large institutions have $46.7M invested in State Street Income Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.
6.73% less ownership
Funds ownership: 72.37% → 65.63% (-6.7%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
16% less capital invested
Capital invested by funds: $55.4M → $46.7M (-$8.7M)
29% less funds holding
Funds holding: 21 → 15 (-6)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$99.9K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$87.5K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$33.9K |
| 4 |
RPC
Rossmore Private Capital
Glastonbury,
Connecticut
|
+$24.2K |
| 5 |
Morgan Stanley
New York
|
+$20.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Moran Wealth Management
Naples,
Florida
|
-$3.63M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$3.59M |
| 3 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$549K |
| 4 |
State Street
Boston,
Massachusetts
|
-$347K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$309K |
INKM Hedge Fund Activity: Q2 2023 in Review
15 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q2 2023, worth a combined $46.7M — down 16% from $55.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of INKM and 0 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 6 added.
The largest buyer was UBS Group, adding an estimated $99.9K. The largest seller was Moran Wealth Management, exiting entirely with an estimated $3.63M sold.
- 15 institutional investors held State Street Income Allocation ETF (INKM) as of Q2 2023, down from 21 in Q1 2023.
- Funds reported $46.7M of State Street Income Allocation ETF stock for Q2 2023, down 16% quarter-over-quarter.
- 0 funds opened new State Street Income Allocation ETF positions in Q2 2023 and 6 closed out, a net change of -6 holders.
- The largest State Street Income Allocation ETF buyer in Q2 2023 was UBS Group, an estimated $99.9K added.
- The largest State Street Income Allocation ETF seller in Q2 2023 was Moran Wealth Management, an estimated $3.63M sold.
Based on aggregated 13F filings for Q2 2023.