State Street Income Allocation ETF
INKM
24 hedge funds and large institutions have $18.5M invested in State Street Income Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
9% more funds holding
Funds holding: 22 → 24 (+2)
3.32% less ownership
Funds ownership: 29.13% → 25.81% (-3.3%)
14% less capital invested
Capital invested by funds: $21.4M → $18.5M (-$2.95M)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.79M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$1.79M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$241K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$182K |
| 5 |
MWM
Manske Wealth Management
Houston,
Texas
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$4.03M |
| 2 |
Morgan Stanley
New York
|
-$1.22M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$915K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$613K |
| 5 |
RL
Retireful LLC
Haslett,
Michigan
|
-$351K |
INKM Hedge Fund Activity: Q1 2025 in Review
24 of the 7,470 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q1 2025, worth a combined $18.5M — down 14% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new INKM positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.79M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $4.03M sold.
- 24 institutional investors held State Street Income Allocation ETF (INKM) as of Q1 2025, up from 22 in Q4 2024.
- Funds reported $18.5M of State Street Income Allocation ETF stock for Q1 2025, down 14% quarter-over-quarter.
- 7 funds opened new State Street Income Allocation ETF positions in Q1 2025 and 5 closed out, a net change of +2 holders.
- The largest State Street Income Allocation ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $1.79M added.
- The largest State Street Income Allocation ETF seller in Q1 2025 was Synergy Asset Management, an estimated $4.03M sold.
Based on aggregated 13F filings for Q1 2025.