State Street Multi-Asset Real Return ETF
RLY
27 hedge funds and large institutions have $88.7M invested in State Street Multi-Asset Real Return ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
15% more capital invested
Capital invested by funds: $77.1M → $88.7M (+$11.6M)
4% more funds holding
Funds holding: 26 → 27 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$15M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$4.83M |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$1.39M |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
+$874K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$855K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.34M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$1.65M |
| 3 |
Jane Street
New York
|
-$1.1M |
| 4 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
-$550K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$548K |
RLY Hedge Fund Activity: Q4 2014 in Review
27 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q4 2014, worth a combined $88.7M — up 15% from $77.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new RLY positions and 8 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Colony Group, adding an estimated $15M. The largest seller was Morgan Stanley, cutting an estimated $4.34M.
- 27 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q4 2014, up from 26 in Q3 2014.
- Funds reported $88.7M of State Street Multi-Asset Real Return ETF stock for Q4 2014, up 15% quarter-over-quarter.
- 10 funds opened new State Street Multi-Asset Real Return ETF positions in Q4 2014 and 8 closed out, a net change of +2 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q4 2014 was Colony Group, an estimated $15M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q4 2014 was Morgan Stanley, an estimated $4.34M sold.
Based on aggregated 13F filings for Q4 2014.