State Street Multi-Asset Real Return ETF
114 hedge funds and large institutions have $435M invested in State Street Multi-Asset Real Return ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
37% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 35
16% more funds holding
Funds holding: 98 → 114 (+16)
3.46% more ownership
Funds ownership: 85.77% → 89.23% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less capital invested
Capital invested by funds: $437M → $435M (-$2.73M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NECFA
New England Capital Financial Advisors
Meriden,
Connecticut
|
+$13.5M |
| 2 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$4.37M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$4.09M |
| 4 |
IF
Intrua Financial
Houston,
Texas
|
+$3.98M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XF
XML Financial
Bethesda,
Maryland
|
-$6.76M |
| 2 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$6.74M |
| 3 |
EFG
Elios Financial Group
Westlake,
Ohio
|
-$6.54M |
| 4 |
IFO
Independent Family Office
Albany,
New York
|
-$3.15M |
| 5 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
-$2.51M |
RLY Hedge Fund Activity: Q4 2024 in Review
114 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q4 2024, worth a combined $435M — down 0.63% from $437M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new RLY positions and 7 closed out — a net gain of 18 holders — while 48 added to existing stakes and 35 trimmed.
The largest buyer was New England Capital Financial Advisors, adding an estimated $13.5M. The largest seller was XML Financial, cutting an estimated $6.76M.
- 114 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q4 2024, up from 98 in Q3 2024.
- Funds reported $435M of State Street Multi-Asset Real Return ETF stock for Q4 2024, down 0.63% quarter-over-quarter.
- 25 funds opened new State Street Multi-Asset Real Return ETF positions in Q4 2024 and 7 closed out, a net change of +18 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q4 2024 was New England Capital Financial Advisors, an estimated $13.5M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q4 2024 was XML Financial, an estimated $6.76M sold.
Based on aggregated 13F filings for Q4 2024.