Ally Invest Advisors 13F annual report

Ally Invest Advisors is an investment fund managing more than $1.04 trillion ran by Miteshkumar Patel. There are currently 22 companies in Patel’s portfolio. The largest investments include Ishares Tr and Vanguard Tax Managed Intl, together worth $772 billion.

$1.04 trillion Assets Under Management (AUM)

As of 6th August 2024, Ally Invest Advisors’s top holding is 5,287,550 shares of Ishares Tr currently worth over $575 billion and making up 55.3% of the portfolio value. In addition, the fund holds 3,992,351 shares of Vanguard Tax Managed Intl worth $197 billion. The third-largest holding is Vanguard Charlotte Fds worth $86.4 billion and the next is Vanguard Intl Equity Index F worth $52.3 billion, with 1,194,890 shares owned.

Currently, Ally Invest Advisors's portfolio is worth at least $1.04 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Ally Invest Advisors

The Ally Invest Advisors office and employees reside in Charlotte, North Carolina. According to the last 13-F report filed with the SEC, Miteshkumar Patel serves as the Senior Director at Ally Invest Advisors.

Recent trades

In the most recent 13F filing, Ally Invest Advisors revealed that it had opened a new position in Ishares Inc and bought 167,701 shares worth $5.73 billion.

The investment fund also strengthened its position in Ishares Tr by buying 1,729,762 additional shares. This makes their stake in Ishares Tr total 5,287,550 shares worth $575 billion.

On the other hand, there are companies that Ally Invest Advisors is getting rid of from its portfolio. Ally Invest Advisors closed its position in Ishares Inc on 13th August 2024. It sold the previously owned 109,119 shares for $3.02 million.

One of the average hedge funds

The two most similar investment funds to Ally Invest Advisors are Bdf-gestion and First Long Island Investors. They manage $1.04 trillion and $1.04 trillion respectively.

The complete list of Ally Invest Advisors trades based on 13F SEC filings

These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Ishares Tr	48.62% 5,287,550	$574,982,522,000	55.26%
Vanguard Tax Managed Intl	5.65% 3,992,351	$197,301,980,000	18.96%
Vanguard Charlotte Fds	8.54% 1,774,279	$86,354,158,000	8.30%
Vanguard Intl Equity Index F	31.85% 1,194,890	$52,288,400,000	5.03%
Vanguard Scottsdale Fds	7.01% 1,091,835	$49,569,300,000	4.76%
Schwab Strategic Tr	630.40% 420,022	$36,045,794,000	3.46%
Ishares Inc	Opened 167,701	$5,729,035,000	0.55%
Vanguard Whitehall Fds Inc	9.08% 67,298	$6,160,994,000	0.59%
Select Sector Spdr Tr	234.53% 12,535	$2,835,756,000	0.27%
Vanguard Index Fds	Opened 44,505	$8,826,971,000	0.85%
Vanguard Bd Index Fds	517.75% 22,165	$1,700,053,000	0.16%
Ishares Tr	Opened 105,266	$5,921,633,000	0.57%
Vanguard Index Fds	161.08% 4,441	$1,187,885,000	0.11%
Select Sector Spdr Tr	Opened 68,918	$5,654,423,000	0.54%
Spdr Ser Tr	Opened 71,637	$2,581,221,000	0.25%
Vanguard Bd Index Fds	Opened 6,839	$492,717,000	0.05%
Vanguard Star Fds	Opened 7,757	$467,718,000	0.04%
First Tr Exchange Traded Fd	Opened 8,136	$636,974,000	0.06%
Global X Fds	Opened 14,066	$433,928,000	0.04%
Invesco Exch Traded Fd Tr Ii	Opened 17,365	$411,206,000	0.04%
Wisdomtree Tr	Opened 16,978	$618,174,000	0.06%
Blackrock Etf Trust	Opened 4,815	$286,069,000	0.03%
Ishares Inc	Closed 109,119	$3,019,000
No transactions found
Showing first 500 out of 23 holdings