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State Street Income Allocation ETF

26 hedge funds and large institutions have $17.1M invested in State Street Income Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more funds holding

Funds holding: 2426 (+2)

0.43% less ownership

Funds ownership: 25.81%25.38% (-0.43%)

7% less capital invested

Capital invested by funds: $18.5M → $17.1M (-$1.32M)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Manske Wealth Management
Texas
$2.6M +$46.5K +1,460 +2%
LPL Financial
2
LPL Financial
California
$2.5M -$992K -31,122 -29%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.13M +$3.47K +109 +0.2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.7M -$114K -3,589 -6%
Truist Financial
5
Truist Financial
North Carolina
$1.7M -$114K -3,592 -6%
RL
6
Retireful LLC
Michigan
$1.16M -$68.5K -2,150 -6%
RPC
7
Rossmore Private Capital
Connecticut
$1.02M -$4.78K -150 -0.5%
Raymond James Financial
8
Raymond James Financial
Florida
$957K -$4.11K -129 -0.4%
Wells Fargo
9
Wells Fargo
California
$803K +$4.91K +154 +0.6%
Morgan Stanley
10
Morgan Stanley
New York
$577K -$723K -22,702 -56%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$506K -$11.7K -366 -2%
ACM
12
AlphaStar Capital Management
North Carolina
$351K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$330K +$325K +10,204 New
Citadel Advisors
14
Citadel Advisors
Florida
$267K +$21.4K +672 +9%
JPLA
15
Joseph P. Lucia & Associates
New York
$204K
Osaic Holdings
16
Osaic Holdings
Arizona
$103K -$70.5K -2,211 -41%
Bank of America
17
Bank of America
North Carolina
$57.8K +$56.9K +1,787 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$43.1K +$28.8K +903 +207%
AAS
19
Ameritas Advisory Services
Nebraska
$28.3K +$27.9K +875 New
FFWM
20
Future Financial Wealth Management
Ohio
$20.3K +$319 +10 +2%
CI
21
CX Institutional
Indiana
$20K -$382 -12 -2%
SS
22
SBI Securities
Japan
$18.5K +$2.74K +86 +18%
NS
23
NBC Securities
Alabama
$12K
AWM
24
AE Wealth Management
Kansas
$11.6K
UBS Group
25
UBS Group
Switzerland
$9.47K +$9.34K +293 New

INKM Hedge Fund Activity: Q2 2025 in Review

26 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q2 2025, worth a combined $17.1M — down 7.2% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new INKM positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $325K. The largest seller was LPL Financial, cutting an estimated $992K.

  • 26 institutional investors held State Street Income Allocation ETF (INKM) as of Q2 2025, up from 24 in Q1 2025.
  • Funds reported $17.1M of State Street Income Allocation ETF stock for Q2 2025, down 7.2% quarter-over-quarter.
  • 4 funds opened new State Street Income Allocation ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest State Street Income Allocation ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $325K added.
  • The largest State Street Income Allocation ETF seller in Q2 2025 was LPL Financial, an estimated $992K sold.

Based on aggregated 13F filings for Q2 2025.