State Street Multi-Asset Real Return ETF
38 hedge funds and large institutions have $47M invested in State Street Multi-Asset Real Return ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
189% more call options, than puts
Call options by funds: $237K | Put options by funds: $82K
37% more capital invested
Capital invested by funds: $34.3M → $47M (+$12.7M)
36% more funds holding
Funds holding: 28 → 38 (+10)
1.47% more ownership
Funds ownership: 60.28% → 61.75% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.89M |
| 2 |
Morgan Stanley
New York
|
+$3.37M |
| 3 |
FFG
Ford Financial Group
Fresno,
California
|
+$2.96M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$1.35M |
| 5 |
IFAM
Institutional & Family Asset Management
Fort Collins,
Colorado
|
+$460K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$2.39M |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$915K |
| 3 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$763K |
| 4 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$296K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$243K |
RLY Hedge Fund Activity: Q1 2021 in Review
38 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q1 2021, worth a combined $47M — up 37% from $34.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RLY positions and 2 closed out — a net gain of 10 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $3.89M. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $2.39M sold.
- 38 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q1 2021, up from 28 in Q4 2020.
- Funds reported $47M of State Street Multi-Asset Real Return ETF stock for Q1 2021, up 37% quarter-over-quarter.
- 12 funds opened new State Street Multi-Asset Real Return ETF positions in Q1 2021 and 2 closed out, a net change of +10 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q1 2021 was LPL Financial, an estimated $3.89M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q1 2021 was Regal Investment Advisors, an estimated $2.39M sold.
Based on aggregated 13F filings for Q1 2021.