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State Street Multi-Asset Real Return ETF

116 hedge funds and large institutions have $449M invested in State Street Multi-Asset Real Return ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

7% more funds holding

Funds holding: 108116 (+8)

1.4% more ownership

Funds ownership: 88.12%89.52% (+1.4%)

4% more capital invested

Capital invested by funds: $430M → $449M (+$18.7M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
17
Increased
49
Reduced
38
Closed
8
Calls
$62K
Puts
Net Calls
+$62K
Net Calls Change
-$510K
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
51
Coastal Bridge Advisors
Connecticut
$1.02M +$577K +20,357 +140%
ACP
52
Aviance Capital Partners
Florida
$869K -$37.8K -1,332 -4%
XPN
53
XY Planning Network
Montana
$814K +$793K +27,972 New
KAS
54
Kestra Advisory Services
Texas
$760K -$4.65K -164 -0.6%
Osaic Holdings
55
Osaic Holdings
Arizona
$746K +$152K +5,373 +27%
XF
56
XML Financial
Maryland
$711K +$693K +24,428 New
EA
57
Eclectic Associates
California
$674K -$147K -5,166 -18%
IA
58
IFG Advisory
Georgia
$669K +$22.6K +798 +4%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$600K +$148K +5,234 +34%
Legacy Financial Group (Iowa)
60
Legacy Financial Group (Iowa)
Iowa
$597K -$14.7K -517 -2%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$580K +$17.2K +607 +3%
CFD
62
Creative Financial Designs
Indiana
$554K -$18.9K -668 -3%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$553K -$6.58K -232 -1%
Principal Financial Group
64
Principal Financial Group
Iowa
$527K +$514K +18,118 New
MFG
65
Merit Financial Group
Georgia
$526K -$267K -9,402 -34%
BPFA
66
Barnes Pettey Financial Advisors
Mississippi
$522K +$78.4K +2,765 +18%
MMA
67
Miracle Mile Advisors
California
$490K -$1.33K -47 -0.3%
AAM
68
Advisors Asset Management
Colorado
$489K +$164K +5,787 +53%
PAG
69
Private Advisor Group
New Jersey
$469K -$134K -4,734 -23%
CWM
70
Cornerstone Wealth Management
Missouri
$450K +$47.8K +1,685 +12%
FHA
71
Flagship Harbor Advisors
Massachusetts
$446K -$25.7K -906 -6%
Betterment LLC
72
Betterment LLC
New York
$444K -$698K -24,594 -62%
VC
73
Veracity Capital
Georgia
$431K +$62.7K +2,209 +18%
PWP
74
PrairieView Wealth Partners
Illinois
$428K +$417K +14,696 New
BCI
75
Brinker Capital Investments
Pennsylvania
$408K +$397K +14,009 New

RLY Hedge Fund Activity: Q2 2025 in Review

116 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q2 2025, worth a combined $449M — up 4.3% from $430M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RLY positions and 8 closed out — a net gain of 9 holders — while 49 added to existing stakes and 38 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $26M. The largest seller was Visionary Wealth Advisors, cutting an estimated $6.88M.

  • 116 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $449M of State Street Multi-Asset Real Return ETF stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 17 funds opened new State Street Multi-Asset Real Return ETF positions in Q2 2025 and 8 closed out, a net change of +9 holders.
  • The largest State Street Multi-Asset Real Return ETF buyer in Q2 2025 was Savant Capital, an estimated $26M added.
  • The largest State Street Multi-Asset Real Return ETF seller in Q2 2025 was Visionary Wealth Advisors, an estimated $6.88M sold.

Based on aggregated 13F filings for Q2 2025.