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State Street Income Allocation ETF

20 hedge funds and large institutions have $16M invested in State Street Income Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.37% less ownership

Funds ownership: 24.94%22.57% (-2.4%)

5% less funds holding

Funds holding: 2120 (-1)

5% less capital invested

Capital invested by funds: $17M → $16M (-$917K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Manske Wealth Management
Texas
$3.12M +$88.8K +2,611 +3%
LPL Financial
2
LPL Financial
California
$2.46M +$315K +9,266 +14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.31M -$23.4K -688 -1%
Truist Financial
4
Truist Financial
North Carolina
$1.9M -$20.4K -601 -1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.16M -$315K -9,252 -21%
Wells Fargo
6
Wells Fargo
California
$741K -$615K -18,098 -45%
Raymond James Financial
7
Raymond James Financial
Florida
$714K -$14K -411 -2%
RPC
8
Rossmore Private Capital
Connecticut
$589K -$321K -9,450 -35%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$538K
AAS
10
Ameritas Advisory Services
Nebraska
$510K +$69.3K +2,038 +15%
Morgan Stanley
11
Morgan Stanley
New York
$438K -$103K -3,016 -19%
CNBOF
12
City National Bank of Florida
Florida
$407K
ACM
13
AlphaStar Capital Management
North Carolina
$344K -$20.1K -591 -5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$258K +$262K +7,709 New
IWM
15
IHT Wealth Management
Illinois
$229K +$1.94K +57 +0.8%
JPLA
16
Joseph P. Lucia & Associates
New York
$204K
Jones Financial Companies
17
Jones Financial Companies
Missouri
$68.8K -$3.2K -94 -4%
SS
18
SBI Securities
Japan
$23.7K +$1.73K +51 +8%
CI
19
CX Institutional
Indiana
$20K -$1.19K -35 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$502 -$108K -3,187 -100%
RL
21
Retireful LLC
Michigan
-$382K -11,537 Closed
KFAS
22
Keating Financial Advisory Services
Kansas
-$990 -30 Closed

INKM Hedge Fund Activity: Q1 2026 in Review

20 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in State Street Income Allocation ETF (INKM) for Q1 2026, worth a combined $16M — down 5.4% from $17M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of INKM and 1 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 5 added.

The largest buyer was LPL Financial, adding an estimated $315K. The largest seller was Wells Fargo, cutting an estimated $615K.

  • 20 institutional investors held State Street Income Allocation ETF (INKM) as of Q1 2026, down from 21 in Q4 2025.
  • Funds reported $16M of State Street Income Allocation ETF stock for Q1 2026, down 5.4% quarter-over-quarter.
  • 1 fund opened new State Street Income Allocation ETF positions in Q1 2026 and 2 closed out, a net change of -1 holder.
  • The largest State Street Income Allocation ETF buyer in Q1 2026 was LPL Financial, an estimated $315K added.
  • The largest State Street Income Allocation ETF seller in Q1 2026 was Wells Fargo, an estimated $615K sold.

Based on aggregated 13F filings for Q1 2026.