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State Street Multi-Asset Real Return ETF

121 hedge funds and large institutions have $531M invested in State Street Multi-Asset Real Return ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$51.3M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.2M
DADC
3
D.A. Davidson & Co
Montana
$43.2M
TFA
4
Tobias Financial Advisors
Florida
$29.7M
SC
5
Savant Capital
Illinois
$27.9M
Morgan Stanley
6
Morgan Stanley
New York
$26.1M
FIBT
7
First International Bank & Trust
North Dakota
$24M
Bank of America
8
Bank of America
North Carolina
$23.1M
CAL
9
Capital Analysts LLC
Pennsylvania
$20.6M
HighTower Advisors
10
HighTower Advisors
Illinois
$17.9M
NECFA
11
New England Capital Financial Advisors
Connecticut
$15M
LPL Financial
12
LPL Financial
California
$13.2M
TC
13
Trilogy Capital
California
$11.8M
Raymond James Financial
14
Raymond James Financial
Florida
$11M
EIA
15
Eldridge Investment Advisors
New Hampshire
$10.2M
FFP
16
Freedom Financial Partners
Minnesota
$9.6M
FHC
17
First Heartland Consultants
Missouri
$9.35M
HG
18
Harbor Group
New Hampshire
$9.13M
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$8.52M
CRC
20
Curi RMB Capital
Illinois
$8.4M
TFG
21
Tilson Financial Group
New Jersey
$8.3M
CPA
22
Capital Performance Advisors
California
$8.29M
Wells Fargo
23
Wells Fargo
California
$7.89M
RBWA
24
RFG - Bristol Wealth Advisors
Massachusetts
$7.19M
PCS
25
Private Client Services
Kentucky
$5.6M