State Street Income Allocation ETF
INKM
22 hedge funds and large institutions have $25.7M invested in State Street Income Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
38% more funds holding
Funds holding: 16 → 22 (+6)
33.29% less ownership
Funds ownership: 65.98% → 32.69% (-33%)
43% less capital invested
Capital invested by funds: $44.8M → $25.7M (-$19.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.18M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.97M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.02M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.76M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$31.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$587K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$62.2K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$14.6K |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$13.4K |
INKM Hedge Fund Activity: Q4 2023 in Review
22 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q4 2023, worth a combined $25.7M — down 43% from $44.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new INKM positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.18M. The largest seller was State Street, exiting entirely with an estimated $31.8M sold.
- 22 institutional investors held State Street Income Allocation ETF (INKM) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $25.7M of State Street Income Allocation ETF stock for Q4 2023, down 43% quarter-over-quarter.
- 7 funds opened new State Street Income Allocation ETF positions in Q4 2023 and 1 closed out, a net change of +6 holders.
- The largest State Street Income Allocation ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.18M added.
- The largest State Street Income Allocation ETF seller in Q4 2023 was State Street, an estimated $31.8M sold.
Based on aggregated 13F filings for Q4 2023.