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State Street Income Allocation ETF

16 hedge funds and large institutions have $13.7M invested in State Street Income Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.29% less ownership

Funds ownership: 23.2%19.91% (-3.3%)

21% less capital invested

Capital invested by funds: $17.2M → $13.7M (-$3.55M)

30% less funds holding

Funds holding: 2316 (-7)

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
16
Holders Change
-7
Holders Change %
-30.43%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.63M -$8.45K -274 -0.2%
LPL Financial
2
LPL Financial
California
$3.24M +$2.99K +97 +0.1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.76M +$264K +8,543 +18%
UBS Group
4
UBS Group
Switzerland
$1.4M -$57.4K -1,861 -4%
RPC
5
Rossmore Private Capital
Connecticut
$1.06M -$6.17K -200 -0.6%
ACM
6
AlphaStar Capital Management
North Carolina
$708K -$20.3K -657 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$610K -$506K -16,400 -45%
RJA
8
Raymond James & Associates
Florida
$412K -$614K -19,884 -60%
Wells Fargo
9
Wells Fargo
California
$339K -$7.25K -235 -2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$235K -$51.1K -1,657 -18%
Comerica Bank
11
Comerica Bank
Texas
$152K -$11.6K -375 -7%
Osaic Holdings
12
Osaic Holdings
Arizona
$78.7K -$54.3K -1,760 -41%
NS
13
NBC Securities
Alabama
$27K
HI
14
Harbour Investments
Wisconsin
$20.5K
HFA
15
Hershey Financial Advisers
Pennsylvania
$4.72K +$4.75K +154 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.45K
WA
17
Win Advisors
Florida
-$1.28M -41,142 Closed
SOS
18
Silver Oak Securities
Tennessee
-$429K -13,732 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$287K -9,205 Closed
JPLA
20
Joseph P. Lucia & Associates
New York
-$202K -6,470 Closed
FFWM
21
Future Financial Wealth Management
Ohio
-$18.4K -589 Closed
KFI
22
Key Financial Inc
Pennsylvania
-$10.9K -350 Closed
IPW
23
Impact Partnership Wealth
Georgia
-$3.12K -100 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$31 -1 Closed

INKM Hedge Fund Activity: Q2 2024 in Review

16 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q2 2024, worth a combined $13.7M — down 21% from $17.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of INKM and 1 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 2 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $264K. The largest seller was Win Advisors, exiting entirely with an estimated $1.28M sold.

  • 16 institutional investors held State Street Income Allocation ETF (INKM) as of Q2 2024, down from 23 in Q1 2024.
  • Funds reported $13.7M of State Street Income Allocation ETF stock for Q2 2024, down 21% quarter-over-quarter.
  • 1 fund opened new State Street Income Allocation ETF positions in Q2 2024 and 8 closed out, a net change of -7 holders.
  • The largest State Street Income Allocation ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $264K added.
  • The largest State Street Income Allocation ETF seller in Q2 2024 was Win Advisors, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2024.