State Street Multi-Asset Real Return ETF
26 hedge funds and large institutions have $66.7M invested in State Street Multi-Asset Real Return ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
13% more funds holding
Funds holding: 23 → 26 (+3)
0.63% less ownership
Funds ownership: 62.27% → 61.64% (-0.63%)
7% less capital invested
Capital invested by funds: $71.7M → $66.7M (-$5.04M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$500K |
| 2 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$280K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$165K |
| 4 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$162K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.91M |
| 2 |
Morgan Stanley
New York
|
-$2.08M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.99M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$907K |
| 5 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$18.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$907K | -37,808 | Closed |
|
|
IWM
27
IHT Wealth Management
Chicago,
Illinois
| – | -$11 | -1,320 | Closed |
|
RLY Hedge Fund Activity: Q3 2017 in Review
26 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q3 2017, worth a combined $66.7M — down 7% from $71.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RLY positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $500K. The largest seller was Wells Fargo, cutting an estimated $4.91M.
- 26 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q3 2017, up from 23 in Q2 2017.
- Funds reported $66.7M of State Street Multi-Asset Real Return ETF stock for Q3 2017, down 7% quarter-over-quarter.
- 5 funds opened new State Street Multi-Asset Real Return ETF positions in Q3 2017 and 2 closed out, a net change of +3 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q3 2017 was Jane Street, an estimated $500K added.
- The largest State Street Multi-Asset Real Return ETF seller in Q3 2017 was Wells Fargo, an estimated $4.91M sold.
Based on aggregated 13F filings for Q3 2017.