State Street Multi-Asset Real Return ETF
99 hedge funds and large institutions have $460M invested in State Street Multi-Asset Real Return ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more capital invested
Capital invested by funds: $409M → $460M (+$51M)
10% more funds holding
Funds holding: 90 → 99 (+9)
5.41% more ownership
Funds ownership: 79.14% → 84.55% (+5.4%)
5% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$28M |
| 2 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
+$21.8M |
| 3 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$17.1M |
| 4 |
CF
Corrigan Financial
Middletown,
Rhode Island
|
+$16M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$28.3M |
| 2 |
Morgan Stanley
New York
|
-$9.91M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$5.75M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$5.27M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.77M |
RLY Hedge Fund Activity: Q1 2024 in Review
99 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q1 2024, worth a combined $460M — up 12% from $409M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new RLY positions and 9 closed out — a net gain of 9 holders — while 35 added to existing stakes and 37 trimmed.
The largest buyer was Capital Analysts LLC, opening a new position worth an estimated $28M. The largest seller was Focus Partners Wealth, cutting an estimated $28.3M.
- 99 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q1 2024, up from 90 in Q4 2023.
- Funds reported $460M of State Street Multi-Asset Real Return ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 18 funds opened new State Street Multi-Asset Real Return ETF positions in Q1 2024 and 9 closed out, a net change of +9 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q1 2024 was Capital Analysts LLC, an estimated $28M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q1 2024 was Focus Partners Wealth, an estimated $28.3M sold.
Based on aggregated 13F filings for Q1 2024.