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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
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$141K -$1.39K -40 -1%
HI
127
Harbour Investments
Wisconsin
$138K +$3.88K +112 +3%
SS
128
SBI Securities
Japan
$133K +$52.2K +1,507 +69%
JWA
129
JFS Wealth Advisors
Pennsylvania
$118K
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$116K +$111K +3,211 New
US Bancorp
131
US Bancorp
Minnesota
$71.3K +$68.3K +1,971 New
Jones Financial Companies
132
Jones Financial Companies
Missouri
$70.3K -$6.13K -177 -8%
IAIM
133
International Assets Investment Management
Florida
$57.4K +$53.6K +1,548 +3,686%
ASN
134
Advisory Services Network
Georgia
$28.8K +$27.6K +796 New
GSEP
135
Golden State Equity Partners
California
$28.1K +$27K +778 New
PTC
136
Private Trust Company
Ohio
$21.7K
SPIA
137
Steward Partners Investment Advisory
New York
$14.5K
S
138
SignatureFD
Georgia
$12.7K +$1.04K +30 +9%
MCM
139
MAI Capital Management
Ohio
$10.7K
AssetMark Inc
140
AssetMark Inc
California
$9.25K
SEP
141
Signature Equity Partners
Ohio
$6.33K
CI
142
CX Institutional
Indiana
$5K
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$4.12K +$3.95K +114 New
CVM
144
Cheviot Value Management
California
$4.01K
RFP
145
Root Financial Partners
California
$3.25K
GSWM
146
Golden State Wealth Management
California
$2.86K
PA
147
Parallel Advisors
California
$1.95K
MWM
148
Mosley Wealth Management
California
$587 +$658 +19 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$334
Simplex Trading
150
Simplex Trading
Illinois
$72 +$69 +2 New