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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
IIM
51
Illumine Investment Management
Washington
$1.99M +$33.3K +962 +2%
CAAM
52
Cornerstone Advisors Asset Management
Pennsylvania
$1.86M -$81K -2,337 -4%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.85M +$34.2K +986 +2%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$1.74M +$1.67M +48,049 New
BIG
55
Brooklyn Investment Group
New York
$1.73M +$123K +3,558 +8%
RFA
56
Register Financial Advisors
Georgia
$1.72M +$59.3K +1,712 +4%
BPFA
57
Barnes Pettey Financial Advisors
Mississippi
$1.71M +$348K +10,041 +27%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.61M -$32.8K -947 -2%
LFG
59
Larson Financial Group
Missouri
$1.59M -$61.7K -1,781 -4%
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$1.53M +$1.47M +42,423 New
MFG
61
Merit Financial Group
Georgia
$1.51M +$960K +27,697 +198%
TPWM
62
Twelve Points Wealth Management
Massachusetts
$1.46M +$49K +1,413 +4%
SF
63
Summit Financial
New Jersey
$1.44M -$765K -22,068 -36%
IFO
64
Independent Family Office
New York
$1.43M
Mariner
65
Mariner
Kansas
$1.43M +$198K +5,714 +17%
HW
66
HORAN Wealth
Ohio
$1.42M
IF
67
Intrua Financial
Texas
$1.38M -$429K -12,373 -24%
XF
68
XML Financial
Maryland
$1.31M +$291K +8,391 +30%
ECA
69
Elevation Capital Advisory
Oregon
$1.18M +$686K +19,802 +155%
WA
70
Waverly Advisors
Alabama
$1.16M +$790K +22,802 +242%
ACP
71
Aviance Capital Partners
Florida
$1.13M -$1.52K -44 -0.1%
SCM
72
Shelton Capital Management
Colorado
$1.11M +$1.06M +30,668 New
P
73
&Partners
Tennessee
$1.09M +$1.04M +30,073 New
WA
74
Win Advisors
Florida
$1M +$961K +27,722 New
Osaic Holdings
75
Osaic Holdings
Arizona
$996K -$6.65K -192 -0.7%