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State Street Multi-Asset Real Return ETF

128 hedge funds and large institutions have $576M invested in State Street Multi-Asset Real Return ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 26

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $533M → $576M (+$43.2M)

4% more funds holding

Funds holding: 123128 (+5)

0.94% less ownership

Funds ownership: 91.08%90.13% (-0.94%)

9% less call options, than puts

Call options by funds: $169K | Put options by funds: $186K

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
19
Increased
70
Reduced
26
Closed
12
Calls
$169K
Puts
$186K
Net Calls
-$17K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$189K
GRP
102
Global Retirement Partners
California
$171K +$13.7K +437 +9%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$124K +$65.9K +2,102 +114%
HI
104
Harbour Investments
Wisconsin
$116K +$21.7K +692 +23%
JWA
105
JFS Wealth Advisors
Pennsylvania
$103K +$103K +3,275 New
EWA
106
EverSource Wealth Advisors
Alabama
$98.8K +$98.5K +3,140 New
JP Morgan Chase
107
JP Morgan Chase
New York
$86.9K +$69.8K +2,224 +413%
SS
108
SBI Securities
Japan
$68.5K +$2.76K +88 +4%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$67.1K
Comerica Bank
110
Comerica Bank
Texas
$44.2K -$314 -10 -0.7%
OP
111
ORG Partners
Indiana
$24.4K +$502 +16 +2%
BIM
112
Breakwater Investment Management
Washington
$19.5K +$19.5K +621 New
PTC
113
Private Trust Company
Ohio
$18.9K
SPIA
114
Steward Partners Investment Advisory
New York
$12.6K
S
115
SignatureFD
Georgia
$10.1K +$10K +320 New
MCM
116
MAI Capital Management
Ohio
$9.31K
AssetMark Inc
117
AssetMark Inc
California
$8.05K +$6.37K +203 +383%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$5.57K
SEP
119
Signature Equity Partners
Ohio
$5.5K +$5.49K +175 New
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$5.06K +$5.05K +161 New
CI
121
CX Institutional
Indiana
$4K
CVM
122
Cheviot Value Management
California
$3.84K
RFP
123
Root Financial Partners
California
$2.83K +$2.82K +90 New
GSWM
124
Golden State Wealth Management
California
$2.48K
PA
125
Parallel Advisors
California
$1.7K