State Street Income Allocation ETF
INKM
20 hedge funds and large institutions have $21.1M invested in State Street Income Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
54% more capital invested
Capital invested by funds: $13.7M → $21.1M (+$7.41M)
25% more funds holding
Funds holding: 16 → 20 (+4)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
7.47% more ownership
Funds ownership: 19.91% → 27.37% (+7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$3.93M |
| 2 |
RL
Retireful LLC
Haslett,
Michigan
|
+$1.59M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$1.11M |
| 4 |
LPL Financial
San Diego,
California
|
+$410K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$355K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$235K |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$152K |
| 4 |
Morgan Stanley
New York
|
-$132K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$63.8K |
INKM Hedge Fund Activity: Q3 2024 in Review
20 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q3 2024, worth a combined $21.1M — up 54% from $13.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new INKM positions and 3 closed out — a net gain of 5 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Synergy Asset Management, opening a new position worth an estimated $3.93M. The largest seller was UBS Group, cutting an estimated $1.39M.
- 20 institutional investors held State Street Income Allocation ETF (INKM) as of Q3 2024, up from 16 in Q2 2024.
- Funds reported $21.1M of State Street Income Allocation ETF stock for Q3 2024, up 54% quarter-over-quarter.
- 8 funds opened new State Street Income Allocation ETF positions in Q3 2024 and 3 closed out, a net change of +5 holders.
- The largest State Street Income Allocation ETF buyer in Q3 2024 was Synergy Asset Management, an estimated $3.93M added.
- The largest State Street Income Allocation ETF seller in Q3 2024 was UBS Group, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2024.