We are live on ! Find out more
RLY icon

State Street Multi-Asset Real Return ETF

72 hedge funds and large institutions have $229M invested in State Street Multi-Asset Real Return ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $31K | Put options by funds: $8K

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

70% more capital invested

Capital invested by funds: $134M → $229M (+$94.4M)

31% more funds holding

Funds holding: 5572 (+17)

3.17% less ownership

Funds ownership: 77.02%73.85% (-3.2%)

Holders
72
Holders Change
+17
Holders Change %
+30.91%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
30
Reduced
14
Closed
6
Calls
$31K
Puts
$8K
Net Calls
+$23K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
51
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$545K -$288K -9,981 -36%
PAG
52
Private Advisor Group
New Jersey
$465K +$69.8K +2,419 +19%
IA
53
IFG Advisory
Georgia
$416K -$225K -7,810 -37%
OPS
54
Orion Portfolio Solutions
Nebraska
$408K +$382K +13,236 New
T
55
TRUADVICE
Florida
$375K +$357K +12,380 New
PWP
56
Principle Wealth Partners
Connecticut
$314K +$293K +10,173 New
VC
57
Veracity Capital
Georgia
$239K +$223K +7,749 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$236K -$332K -11,514 -60%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$231K +$216K +7,490 New
EH
60
Equitable Holdings
New York
$220K +$206K +7,143 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$139K +$130K +4,509 New
RCM
62
Raleigh Capital Management
North Carolina
$93K -$519 -18 -0.6%
TWA
63
TCI Wealth Advisors
Arizona
$45K
FAG
64
Fortitude Advisory Group
Washington
$41K +$38.8K +1,345 New
SWM
65
Spire Wealth Management
Virginia
$18K +$17.3K +600 New
TWM
66
Tradition Wealth Management
Minnesota
$16K
Citigroup
67
Citigroup
New York
$14K +$8.6K +298 +181%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$13.2K -$41.4K -1,436 -77%
SPIA
69
Steward Partners Investment Advisory
New York
$12K
PA
70
Parallel Advisors
California
$10K +$9.52K +330 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$8K
CIAS
72
CFS Investment Advisory Services
New Jersey
$1K +$1.18M +40,850 New
SWM
73
Scissortail Wealth Management
Oklahoma
-$5.67M -210,102 Closed
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
-$24K -885 Closed
CWS
75
Confluence Wealth Services
Pennsylvania
-$13K -500 Closed

RLY Hedge Fund Activity: Q1 2022 in Review

72 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q1 2022, worth a combined $229M — up 70% from $134M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RLY positions and 6 closed out — a net gain of 17 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Brandywine Oak Private Wealth, opening a new position worth an estimated $13.2M. The largest seller was Scissortail Wealth Management, exiting entirely with an estimated $5.67M sold.

  • 72 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q1 2022, up from 55 in Q4 2021.
  • Funds reported $229M of State Street Multi-Asset Real Return ETF stock for Q1 2022, up 70% quarter-over-quarter.
  • 23 funds opened new State Street Multi-Asset Real Return ETF positions in Q1 2022 and 6 closed out, a net change of +17 holders.
  • The largest State Street Multi-Asset Real Return ETF buyer in Q1 2022 was Brandywine Oak Private Wealth, an estimated $13.2M added.
  • The largest State Street Multi-Asset Real Return ETF seller in Q1 2022 was Scissortail Wealth Management, an estimated $5.67M sold.

Based on aggregated 13F filings for Q1 2022.