State Street Multi-Asset Real Return ETF
28 hedge funds and large institutions have $34.3M invested in State Street Multi-Asset Real Return ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
50% more capital invested
Capital invested by funds: $22.9M → $34.3M (+$11.4M)
16.34% more ownership
Funds ownership: 43.94% → 60.28% (+16%)
8% more funds holding
Funds holding: 26 → 28 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$2.25M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$695K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$206K |
| 4 |
CF
Corrigan Financial
Middletown,
Rhode Island
|
+$37.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$28.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$554K |
| 2 |
LPL Financial
San Diego,
California
|
-$297K |
| 3 |
CA
Continuum Advisory
Eagle,
Idaho
|
-$223K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$108K |
| 5 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$85.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
26
Money Concepts Capital
Palm Beach Gardens,
Florida
| $13K | +$12.2K | +524 | New |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $10K | – | – | – |
|
|
TCM
28
TD Capital Management
Memphis,
Tennessee
| $8K | +$93 | +4 | +1% |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$554K | -25,391 | Closed |
|
|
30
LPL Financial
San Diego,
California
| – | -$297K | -13,620 | Closed |
|
|
CA
31
Continuum Advisory
Eagle,
Idaho
| – | -$223K | -10,239 | Closed |
|
|
AF
32
Allworth Financial
Folsom,
California
| – | -$4K | -182 | Closed |
|
RLY Hedge Fund Activity: Q4 2020 in Review
28 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q4 2020, worth a combined $34.3M — up 50% from $22.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RLY positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Regal Investment Advisors, opening a new position worth an estimated $2.25M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $554K sold.
- 28 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q4 2020, up from 26 in Q3 2020.
- Funds reported $34.3M of State Street Multi-Asset Real Return ETF stock for Q4 2020, up 50% quarter-over-quarter.
- 6 funds opened new State Street Multi-Asset Real Return ETF positions in Q4 2020 and 4 closed out, a net change of +2 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q4 2020 was Regal Investment Advisors, an estimated $2.25M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q4 2020 was Susquehanna International Group, an estimated $554K sold.
Based on aggregated 13F filings for Q4 2020.