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State Street Multi-Asset Real Return ETF

128 hedge funds and large institutions have $576M invested in State Street Multi-Asset Real Return ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 26

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $533M → $576M (+$43.2M)

4% more funds holding

Funds holding: 123128 (+5)

0.94% less ownership

Funds ownership: 91.08%90.13% (-0.94%)

9% less call options, than puts

Call options by funds: $169K | Put options by funds: $186K

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
19
Increased
70
Reduced
26
Closed
12
Calls
$169K
Puts
$186K
Net Calls
-$17K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
26
Private Client Services
Kentucky
$6.89M +$1.19M +37,819 +21%
Wells Fargo
27
Wells Fargo
California
$6.85M -$1.18M -37,678 -15%
PWAM
28
Private Wealth Asset Management
Iowa
$6.3M +$3.12M +99,468 +99%
CFP
29
Catalyst Financial Partners
Massachusetts
$3.52M +$1.81M +57,622 +106%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.42M +$1.37M +43,533 +67%
GWM
31
Geneos Wealth Management
Colorado
$3.32M +$102K +3,258 +3%
UBS Group
32
UBS Group
Switzerland
$3.16M +$284K +9,043 +10%
MWM
33
MBE Wealth Management
Wisconsin
$2.81M +$42.2K +1,346 +2%
AWM
34
Apollon Wealth Management
South Carolina
$2.41M -$41.4K -1,319 -2%
KW
35
KWB Wealth
California
$2.38M +$736K +23,445 +45%
RIA
36
Regal Investment Advisors
Michigan
$2.34M -$31.5K -1,003 -1%
SF
37
Summit Financial
New Jersey
$1.95M +$18.8K +599 +1%
UAG
38
United Advisor Group
Ohio
$1.94M +$299K +9,523 +18%
AI
39
Atria Investments
North Carolina
$1.93M +$73.3K +2,338 +4%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.83M -$155K -4,940 -8%
SA
41
Sanctuary Advisors
Indiana
$1.73M +$225K +7,174 +15%
IIM
42
Illumine Investment Management
Washington
$1.71M +$34.9K +1,114 +2%
CAAM
43
Cornerstone Advisors Asset Management
Pennsylvania
$1.69M +$3.14K +100 +0.2%
PAG
44
Private Advisor Group
New Jersey
$1.64M +$860K +27,422 +110%
CBA
45
Coastal Bridge Advisors
Connecticut
$1.63M +$338K +10,785 +26%
IF
46
Intrua Financial
Texas
$1.59M -$2.13M -67,810 -57%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.57M +$228K +7,267 +17%
SC
48
Scotia Capital
Ontario, Canada
$1.48M +$157K +4,995 +12%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$1.45M -$235K -7,483 -14%
RFA
50
Register Financial Advisors
Georgia
$1.44M +$125K +3,973 +9%