State Street Income Allocation ETF
INKM
16 hedge funds and large institutions have $44.8M invested in State Street Income Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
7% more funds holding
Funds holding: 15 → 16 (+1)
0.35% more ownership
Funds ownership: 65.63% → 65.98% (+0.35%)
4% less capital invested
Capital invested by funds: $46.7M → $44.8M (-$1.88M)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$552K |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$246K |
| 3 |
LPL Financial
San Diego,
California
|
+$151K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$124K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$72.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$293K |
| 2 |
TSS
Two Sigma Securities
New York
|
-$229K |
| 3 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$205K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$50.7K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$26.1K |
INKM Hedge Fund Activity: Q3 2023 in Review
16 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q3 2023, worth a combined $44.8M — down 4% from $46.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new INKM positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.
The largest buyer was State Street, adding an estimated $552K. The largest seller was Royal Bank of Canada, cutting an estimated $293K.
- 16 institutional investors held State Street Income Allocation ETF (INKM) as of Q3 2023, up from 15 in Q2 2023.
- Funds reported $44.8M of State Street Income Allocation ETF stock for Q3 2023, down 4% quarter-over-quarter.
- 3 funds opened new State Street Income Allocation ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest State Street Income Allocation ETF buyer in Q3 2023 was State Street, an estimated $552K added.
- The largest State Street Income Allocation ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $293K sold.
Based on aggregated 13F filings for Q3 2023.