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State Street Multi-Asset Real Return ETF

151 hedge funds and large institutions have $824M invested in State Street Multi-Asset Real Return ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

43% more capital invested

Capital invested by funds: $576M → $824M (+$248M)

18% more funds holding

Funds holding: 128151 (+23)

6.78% less ownership

Funds ownership: 90.13%83.35% (-6.8%)

92% less call options, than puts

Call options by funds: $153K | Put options by funds: $1.88M

Holders
151
Holders Change
+23
Holders Change %
+17.97%
% of All Funds
1.86%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
32
Increased
65
Reduced
37
Closed
4
Calls
$153K
Puts
$1.88M
Net Calls
-$1.73M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
HG
26
Harbor Group
New Hampshire
$10.5M -$81.4K -2,349 -0.8%
TFG
27
Tilson Financial Group
New Jersey
$10.4M +$298K +8,611 +3%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$10M -$287K -8,287 -3%
RBWA
29
RFG - Bristol Wealth Advisors
Massachusetts
$9.88M +$1.06M +30,536 +13%
PCS
30
Private Client Services
Kentucky
$8.09M +$164K +4,733 +2%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$7.67M +$7.35M +212,108 +1,631,600%
Wells Fargo
32
Wells Fargo
California
$6.76M -$1.07M -30,903 -14%
BAM
33
Belpointe Asset Management
Nevada
$5.58M +$5.35M +154,244 New
FCA
34
Fortis Capital Advisors
Kansas
$5.58M +$5.35M +154,244 New
CFP
35
Catalyst Financial Partners
Massachusetts
$5.15M +$1.06M +30,548 +27%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.98M +$1.01M +29,172 +27%
UBS Group
37
UBS Group
Switzerland
$4.32M +$657K +18,951 +19%
PAG
38
Private Advisor Group
New Jersey
$3.89M +$1.92M +55,436 +106%
GWM
39
Geneos Wealth Management
Colorado
$3.67M -$139K -4,010 -4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$3.31M +$2.69M +77,681 +561%
MWM
41
MBE Wealth Management
Wisconsin
$3.19M -$38.8K -1,119 -1%
JP Morgan Chase
42
JP Morgan Chase
New York
$2.76M +$2.56M +73,912 +2,676%
AWM
43
Apollon Wealth Management
South Carolina
$2.66M -$102K -2,956 -4%
UAG
44
United Advisor Group
Ohio
$2.49M +$245K +7,084 +11%
RIA
45
Regal Investment Advisors
Michigan
$2.46M -$217K -6,255 -8%
KW
46
KWB Wealth
California
$2.37M -$15.9K -459 -0.6%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$2.25M +$137K +3,945 +7%
CBA
48
Coastal Bridge Advisors
Connecticut
$2.19M +$302K +8,707 +17%
SA
49
Sanctuary Advisors
Indiana
$2.14M +$146K +4,217 +8%
SC
50
Scotia Capital
Ontario, Canada
$2.07M +$361K +10,409 +22%