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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
Jones Financial Companies
101
Jones Financial Companies
Missouri
$31.1K +$11.7K +412 +62%
OP
102
ORG Partners
Indiana
$22.2K +$170 +6 +0.8%
PTC
103
Private Trust Company
Ohio
$17.5K
PS
104
Principal Securities
Iowa
$13.3K +$4.31K +152 +50%
SPIA
105
Steward Partners Investment Advisory
New York
$11.6K
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$5.15K +$5.02K +177 New
NA
107
NewEdge Advisors
Louisiana
$4.8K
CI
108
CX Institutional
Indiana
$4K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.17K +147 New
PWAM
110
Private Wealth Asset Management
Iowa
$3.64K +$3.55K +125 New
CVM
111
Cheviot Value Management
California
$3.29K
GSWM
112
Golden State Wealth Management
California
$2.3K
SWP
113
Strategic Wealth Partners
Ohio
$1.63K +$1.59K +56 New
PA
114
Parallel Advisors
California
$1.57K
PSFG
115
Park Square Financial Group
Georgia
$844
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$262 -$4.45K -157 -95%
Jane Street
117
Jane Street
New York
-$2.77M -97,124 Closed
ARC
118
Advisor Resource Council
Texas
-$766K -26,838 Closed
SA
119
Sovran Advisors
California
-$221K -7,968 Closed
TPI
120
Trust Point Inc
Wisconsin
-$219K -7,681 Closed
P
121
&Partners
Tennessee
-$209K -7,344 Closed
CA
122
Continuum Advisory
Idaho
-$103K -3,604 Closed
CA
123
CoreCap Advisors
Michigan
-$9.33K -327 Closed
SAM
124
Smartleaf Asset Management
Massachusetts
-$198 -7 Closed

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.