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State Street Income Allocation ETF

22 hedge funds and large institutions have $21.4M invested in State Street Income Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

10% more funds holding

Funds holding: 2022 (+2)

1.76% more ownership

Funds ownership: 27.37%29.13% (+1.8%)

2% more capital invested

Capital invested by funds: $21.1M → $21.4M (+$325K)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Synergy Asset Management
Washington
$4.03M
LPL Financial
2
LPL Financial
California
$3.25M -$479K -14,828 -12%
Morgan Stanley
3
Morgan Stanley
New York
$2.47M -$1.14M -35,268 -31%
MWM
4
Manske Wealth Management
Texas
$2.3M +$2.38M +73,635 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.88M +$43.9K +1,358 +2%
RL
6
Retireful LLC
Michigan
$1.53M -$18.3K -567 -1%
Wells Fargo
7
Wells Fargo
California
$1.37M +$736K +22,765 +108%
RPC
8
Rossmore Private Capital
Connecticut
$1.09M +$9.7K +300 +0.9%
WA
9
Win Advisors
Florida
$915K -$177K -5,472 -16%
Raymond James Financial
10
Raymond James Financial
Florida
$912K +$942K +29,150 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$529K -$31.8K -985 -6%
ACM
12
AlphaStar Capital Management
North Carolina
$340K -$393K -12,147 -53%
Jane Street
13
Jane Street
New York
$314K +$324K +10,029 New
JPLA
14
Joseph P. Lucia & Associates
New York
$202K
Comerica Bank
15
Comerica Bank
Texas
$106K +$109K +3,376 New
Osaic Holdings
16
Osaic Holdings
Arizona
$85.2K -$12.6K -390 -13%
SS
17
SBI Securities
Japan
$37.2K +$38.5K +1,190 New
HI
18
Harbour Investments
Wisconsin
$21K
FFWM
19
Future Financial Wealth Management
Ohio
$19.2K +$291 +9 +1%
AWM
20
AE Wealth Management
Kansas
$11.3K +$11.6K +360 New
KFI
21
Key Financial Inc
Pennsylvania
$5.41K
GM
22
GeoWealth Management
Illinois
$688 -$20.2K -626 -97%
AAS
23
Ameritas Advisory Services
Nebraska
-$286K -8,737 Closed
UBS Group
24
UBS Group
Switzerland
-$74.7K -2,280 Closed
NS
25
NBC Securities
Alabama
-$28K -883 Closed

INKM Hedge Fund Activity: Q4 2024 in Review

22 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q4 2024, worth a combined $21.4M — up 1.5% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new INKM positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, adding an estimated $736K. The largest seller was Morgan Stanley, cutting an estimated $1.14M.

  • 22 institutional investors held State Street Income Allocation ETF (INKM) as of Q4 2024, up from 20 in Q3 2024.
  • Funds reported $21.4M of State Street Income Allocation ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 6 funds opened new State Street Income Allocation ETF positions in Q4 2024 and 3 closed out, a net change of +3 holders.
  • The largest State Street Income Allocation ETF buyer in Q4 2024 was Wells Fargo, an estimated $736K added.
  • The largest State Street Income Allocation ETF seller in Q4 2024 was Morgan Stanley, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2024.