We are live on ! Find out more
RLY icon

State Street Multi-Asset Real Return ETF
RLY

114 hedge funds and large institutions have $435M invested in State Street Multi-Asset Real Return ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

16% more funds holding

Funds holding: 98 → 114 (+16)

3.46% more ownership

Funds ownership: 85.77% → 89.23% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less capital invested

Capital invested by funds: $437M → $435M (-$2.73M)

Holders
114
Holders Change
+16
Holders Change %
+16.33%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
48
Reduced
35
Closed
7
Calls
$133K
Puts
–
Net Calls
+$133K
Net Calls Change
+$20K

Top Buyers

Rank Fund Capital Flow
1
NECFA
New England Capital Financial Advisors
Connecticut
+$13.5M
2
LFG
Larson Financial Group
Missouri
+$4.37M
3
FHC
First Heartland Consultants
Missouri
+$4.09M
4
IF
Intrua Financial
Texas
+$3.98M
5
LPL Financial
LPL Financial
California
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
XF
XML Financial
Maryland
-$6.76M
2
FWM
Fortress Wealth Management
California
-$6.74M
3
EFG
Elios Financial Group
Ohio
-$6.54M
4
IFO
Independent Family Office
New York
-$3.15M
5
TPI
Trust Point Inc
Wisconsin
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$4.31M +$87.5K +3,085 +2%
UBS Group
27
UBS Group
Switzerland
$4.01M +$182K +6,407 +5%
FHC
28
First Heartland Consultants
Missouri
$3.9M +$4.09M +144,270 New
AWM
29
Apollon Wealth Management
South Carolina
$2.56M -$245K -8,646 -8%
RIA
30
Regal Investment Advisors
Michigan
$2.17M -$76.8K -2,708 -3%
MWM
31
MBE Wealth Management
Wisconsin
$2.05M -$345K -12,167 -14%
RL
32
Retireful LLC
Michigan
$2.04M +$2.14M +75,473 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.02M +$161K +5,684 +8%
GWM
34
Geneos Wealth Management
Colorado
$1.74M +$78.9K +2,780 +5%
AI
35
Atria Investments
North Carolina
$1.72M +$1.8M +63,613 New
HSA
36
HBK Sorce Advisory
Pennsylvania
$1.7M -$101K -3,544 -5%
CAAM
37
Cornerstone Advisors Asset Management
Pennsylvania
$1.44M +$143K +5,046 +10%
IIM
38
Illumine Investment Management
Washington
$1.36M +$1.43M +50,486 New
TPWM
39
Twelve Points Wealth Management
Massachusetts
$1.27M -$1.45K -51 -0.1%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.24M +$36.9K +1,302 +3%
SA
41
Sanctuary Advisors
Indiana
$1.14M +$173K +6,099 +18%
IFO
42
Independent Family Office
New York
$1.14M -$3.15M -111,049 -72%
HS
43
Horan Securities
United States
$1.08M +$71.1K +2,508 +7%
SC
44
Scotia Capital
Ontario, Canada
$1.05M +$76.4K +2,695 +7%
MTC
45
Matrix Trust Company
Colorado
$917K +$831K +29,287 +628%
RFA
46
Register Financial Advisors
Georgia
$889K +$116K +4,098 +14%
PCS
47
Private Client Services
Kentucky
$875K -$480K -16,911 -34%
ACP
48
Aviance Capital Partners
Florida
$815K -$12.7K -449 -1%
MMA
49
Miracle Mile Advisors
California
$792K +$161K +5,688 +24%
CFP
50
Catalyst Financial Partners
Massachusetts
$784K +$80.6K +2,840 +11%
1
2
3 4 5

RLY Hedge Fund Activity: Q4 2024 in Review

114 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q4 2024, worth a combined $435M — down 0.63% from $437M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RLY positions and 7 closed out — a net gain of 18 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was New England Capital Financial Advisors, adding an estimated $13.5M. The largest seller was XML Financial, cutting an estimated $6.76M.

  • 114 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $435M of State Street Multi-Asset Real Return ETF stock for Q4 2024, down 0.63% quarter-over-quarter.
  • 25 funds opened new State Street Multi-Asset Real Return ETF positions in Q4 2024 and 7 closed out, a net change of +18 holders.
  • The largest State Street Multi-Asset Real Return ETF buyer in Q4 2024 was New England Capital Financial Advisors, an estimated $13.5M added.
  • The largest State Street Multi-Asset Real Return ETF seller in Q4 2024 was XML Financial, an estimated $6.76M sold.

Based on aggregated 13F filings for Q4 2024.