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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
PPW
76
Pasadena Private Wealth
California
$362K +$26.9K +950 +8%
CAS
77
Coppell Advisory Solutions
Texas
$304K +$297K +10,467 New
HSA
78
HBK Sorce Advisory
Pennsylvania
$298K -$235K -8,282 -45%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$293K +$57K +2,008 +25%
FWA
80
FSC Wealth Advisors
New York
$286K -$8.88K -313 -3%
BTWM
81
Brass Tax Wealth Management
Ohio
$275K
SFP
82
Shepherd Financial Partners
Massachusetts
$269K -$7.35K -259 -3%
PJSIMP
83
P.J. Schmidt Investment Management (PJS)
Wisconsin
$267K +$44.8K +1,578 +21%
LKBC
84
L.K. Benson & Company
Maryland
$266K +$964 +34 +0.4%
LSIA
85
LaSalle St. Investment Advisors
Illinois
$253K +$681 +24 +0.3%
FA
86
Fermata Advisors
California
$252K -$2.3K -81 -0.9%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$247K
DTC
88
Davidson Trust Company
Washington
$245K +$239K +8,414 New
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$244K +$6.58K +232 +3%
CWG
90
Cornerstone Wealth Group
North Carolina
$231K
FFA
91
Farther Finance Advisors
California
$227K +$221K +7,795 +70,864%
AA
92
Auxano Advisors
Washington
$211K -$81K -2,855 -28%
BIG
93
Brooklyn Investment Group
New York
$154K +$151K +5,309 New
GRP
94
Global Retirement Partners
California
$146K +$143K +5,029 New
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K
HI
96
Harbour Investments
Wisconsin
$91.9K +$11.6K +410 +15%
SS
97
SBI Securities
Japan
$62.3K -$596 -21 -1%
AAS
98
Ameritas Advisory Services
Nebraska
$61.5K +$60K +2,115 New
MCM
99
MAI Capital Management
Ohio
$44.2K -$5.02K -177 -10%
Comerica Bank
100
Comerica Bank
Texas
$31.6K -$26.9K -947 -47%

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.