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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
RL
101
Retireful LLC
Michigan
$410K +$393K +11,332 New
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$406K +$8.94K +258 +2%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$401K +$11.7K +338 +3%
AAM
104
Advisors Asset Management
Colorado
$400K -$233K -6,713 -38%
SFP
105
Shepherd Financial Partners
Massachusetts
$386K +$45.1K +1,300 +14%
IP
106
Ignite Planners
California
$380K +$17K +491 +5%
DWM
107
Diversify Wealth Management
Utah
$341K +$322K +9,301 New
EH
108
Equitable Holdings
New York
$332K +$366K +10,566 New
TDC
109
Thompson Davis & Co
Virginia
$329K +$315K +9,102 New
LKBC
110
L.K. Benson & Company
Maryland
$325K +$104 +3 +0%
LSIA
111
LaSalle St. Investment Advisors
Illinois
$320K +$104 +3 +0%
EWA
112
EverSource Wealth Advisors
Alabama
$280K +$160K +4,607 +147%
HWA
113
HCR Wealth Advisors
California
$274K -$104K -2,995 -28%
MA
114
MONECO Advisors
Connecticut
$271K +$260K +7,492 New
Jane Street
115
Jane Street
New York
$266K -$1.19M -34,423 -82%
AI
116
Atria Investments
North Carolina
$266K -$1.87M -53,925 -88%
WIA
117
World Investment Advisors
California
$259K +$248K +7,151 New
RA
118
RFG Advisory
Alabama
$256K +$246K +7,090 New
CWG
119
Cornerstone Wealth Group
North Carolina
$249K -$3.78K -109 -2%
NS
120
NBC Securities
Alabama
$248K +$238K +6,856 New
KC
121
Knuff & Co
California
$244K +$234K +6,740 New
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$217K
BIG
123
Brookwood Investment Group
Arizona
$211K +$202K +5,826 New
SL
124
SWF LLC
Nebraska
$209K +$201K +5,795 New
BIM
125
Breakwater Investment Management
Washington
$190K +$161K +4,647 +748%