State Street Multi-Asset Real Return ETF
90 hedge funds and large institutions have $409M invested in State Street Multi-Asset Real Return ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 14 closing their positions.
283% more call options, than puts
Call options by funds: $46K | Put options by funds: $12K
40% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 30
1% less capital invested
Capital invested by funds: $412M → $409M (-$2.75M)
0.7% less ownership
Funds ownership: 79.84% → 79.14% (-0.7%)
5% less funds holding
Funds holding: 95 → 90 (-5)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$5.54M |
| 3 |
RL
Retireful LLC
Haslett,
Michigan
|
+$3.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.35M |
| 5 |
HG
Harbor Group
Bedford,
New Hampshire
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$23.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$14.9M |
| 3 |
LL
LWMG LLC
Lake Elmo,
Minnesota
|
-$10.6M |
| 4 |
AC
Avestar Capital
New York
|
-$5.23M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.8M |
RLY Hedge Fund Activity: Q4 2023 in Review
90 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q4 2023, worth a combined $409M — down 0.67% from $412M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of RLY and 10 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 42 added.
The largest buyer was Morgan Stanley, adding an estimated $12M. The largest seller was Miracle Mile Advisors, cutting an estimated $23.9M.
- 90 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q4 2023, down from 95 in Q3 2023.
- Funds reported $409M of State Street Multi-Asset Real Return ETF stock for Q4 2023, down 0.67% quarter-over-quarter.
- 10 funds opened new State Street Multi-Asset Real Return ETF positions in Q4 2023 and 14 closed out, a net change of -4 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q4 2023 was Morgan Stanley, an estimated $12M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q4 2023 was Miracle Mile Advisors, an estimated $23.9M sold.
Based on aggregated 13F filings for Q4 2023.