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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
KAS
76
Kestra Advisory Services
Texas
$975K -$14.9K -429 -2%
BCI
77
Brinker Capital Investments
Pennsylvania
$967K -$102K -2,933 -10%
AFG
78
Atomi Financial Group
New York
$950K +$911K +26,275 New
Stifel Financial
79
Stifel Financial
Missouri
$912K +$388K +11,194 +80%
FFA
80
Farther Finance Advisors
California
$860K +$95.1K +2,744 +13%
EA
81
Eclectic Associates
California
$797K +$160K +4,629 +27%
FA
82
Fermata Advisors
California
$791K +$106K +3,051 +16%
Betterment LLC
83
Betterment LLC
New York
$787K +$119K +3,426 +19%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$722K -$88.4K -2,552 -11%
VC
85
Veracity Capital
Georgia
$711K -$554 -16 -0.1%
CWA
86
Crusonia Wealth Advisors
Colorado
$700K +$671K +19,370 New
Legacy Financial Group (Iowa)
87
Legacy Financial Group (Iowa)
Iowa
$678K -$9.29K -268 -1%
KFGK
88
Keystone Financial Group (Kentucky)
Kentucky
$671K -$6.9K -199 -1%
XPN
89
XY Planning Network
Montana
$639K
PPW
90
Pasadena Private Wealth
California
$571K +$36.3K +1,048 +7%
CWM
91
Cornerstone Wealth Management
Missouri
$545K +$27.1K +782 +5%
PWP
92
PrairieView Wealth Partners
Illinois
$516K -$5.93K -171 -1%
FHA
93
Flagship Harbor Advisors
Massachusetts
$514K +$493K +14,219 New
CNBOF
94
City National Bank of Florida
Florida
$470K
PJSIMP
95
P.J. Schmidt Investment Management (PJS)
Wisconsin
$454K -$62.4K -1,801 -13%
WC
96
Waterloo Capital
Texas
$450K +$431K +12,436 New
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$445K +$132K +3,813 +45%
DTC
98
Davidson Trust Company
Washington
$431K +$9.5K +274 +2%
CFD
99
Creative Financial Designs
Indiana
$425K -$42.4K -1,224 -9%
MMA
100
Miracle Mile Advisors
California
$414K -$17.5K -505 -4%