State Street Multi-Asset Real Return ETF
RLY
12 hedge funds and large institutions have $65.1M invested in State Street Multi-Asset Real Return ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9% more funds holding
Funds holding: 11 → 12 (+1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
42% less capital invested
Capital invested by funds: $113M → $65.1M (-$47.7M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.81M |
| 2 |
CC
Callan Capital
La Jolla,
California
|
+$1.16M |
| 3 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
+$460K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$168K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21M |
| 2 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
-$13.9M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$13.9M |
| 4 |
JP Morgan Chase
New York
|
-$3.37M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$663K |
RLY Hedge Fund Activity: Q4 2013 in Review
12 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q4 2013, worth a combined $65.1M — down 42% from $113M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RLY positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $2.81M. The largest seller was Morgan Stanley, cutting an estimated $21M.
- 12 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q4 2013, up from 11 in Q3 2013.
- Funds reported $65.1M of State Street Multi-Asset Real Return ETF stock for Q4 2013, down 42% quarter-over-quarter.
- 4 funds opened new State Street Multi-Asset Real Return ETF positions in Q4 2013 and 3 closed out, a net change of +1 holder.
- The largest State Street Multi-Asset Real Return ETF buyer in Q4 2013 was Bank of America, an estimated $2.81M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q4 2013 was Morgan Stanley, an estimated $21M sold.
Based on aggregated 13F filings for Q4 2013.