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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
LFG
51
Larson Financial Group
Missouri
$1.44M -$2.68M -85,578 -65%
HW
52
HORAN Wealth
Ohio
$1.42M +$112K +3,571 +9%
BIG
53
Brooklyn Investment Group
New York
$1.39M +$1.39M +44,222 New
Jane Street
54
Jane Street
New York
$1.31M +$1.31M +41,773 New
TPWM
55
Twelve Points Wealth Management
Massachusetts
$1.26M -$91K -2,900 -7%
IFO
56
Independent Family Office
New York
$1.25M
BPFA
57
Barnes Pettey Financial Advisors
Mississippi
$1.17M +$266K +8,490 +30%
Mariner
58
Mariner
Kansas
$1.06M +$383K +12,201 +57%
ACP
59
Aviance Capital Partners
Florida
$989K +$49.3K +1,571 +5%
BCI
60
Brinker Capital Investments
Pennsylvania
$933K +$375K +11,938 +67%
XF
61
XML Financial
Maryland
$877K +$147K +4,676 +20%
Osaic Holdings
62
Osaic Holdings
Arizona
$872K +$67.1K +2,138 +8%
IA
63
IFG Advisory
Georgia
$870K +$97.1K +3,096 +13%
KAS
64
Kestra Advisory Services
Texas
$862K +$39.5K +1,260 +5%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$708K +$23.1K +737 +3%
FFA
66
Farther Finance Advisors
California
$663K +$196K +6,256 +42%
Legacy Financial Group (Iowa)
67
Legacy Financial Group (Iowa)
Iowa
$652K -$47K -1,497 -7%
A
68
Alongside
Texas
$651K +$649K +20,696 New
VC
69
Veracity Capital
Georgia
$619K +$73.3K +2,336 +13%
FA
70
Fermata Advisors
California
$592K +$319K +10,153 +117%
KFGK
71
Keystone Financial Group (Kentucky)
Kentucky
$590K -$7.15K -228 -1%
Betterment LLC
72
Betterment LLC
New York
$577K +$41.2K +1,313 +8%
JBA
73
Johnson Bixby & Associates
Washington
$566K +$565K +18,007 New
AAM
74
Advisors Asset Management
Colorado
$559K -$9.63K -307 -2%
XPN
75
XY Planning Network
Montana
$557K -$322K -10,262 -37%