State Street Multi-Asset Real Return ETF
26 hedge funds and large institutions have $22.9M invested in State Street Multi-Asset Real Return ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
4% more funds holding
Funds holding: 25 → 26 (+1)
1.39% more ownership
Funds ownership: 42.56% → 43.94% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $23.1M → $22.9M (-$145K)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.04M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$279K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$205K |
| 4 |
CF
Corrigan Financial
Middletown,
Rhode Island
|
+$188K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$2.18M |
| 2 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$364K |
| 3 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$133K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$96.1K |
| 5 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$92K |
RLY Hedge Fund Activity: Q3 2020 in Review
26 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q3 2020, worth a combined $22.9M — down 0.63% from $23.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RLY positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $1.04M. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $2.18M sold.
- 26 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q3 2020, up from 25 in Q2 2020.
- Funds reported $22.9M of State Street Multi-Asset Real Return ETF stock for Q3 2020, down 0.63% quarter-over-quarter.
- 3 funds opened new State Street Multi-Asset Real Return ETF positions in Q3 2020 and 2 closed out, a net change of +1 holder.
- The largest State Street Multi-Asset Real Return ETF buyer in Q3 2020 was Bank of America, an estimated $1.04M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q3 2020 was Regal Investment Advisors, an estimated $2.18M sold.
Based on aggregated 13F filings for Q3 2020.