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State Street Multi-Asset Real Return ETF

23 hedge funds and large institutions have $60.7M invested in State Street Multi-Asset Real Return ETF in 2015 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

7.78% less ownership

Funds ownership: 50.86%43.09% (-7.8%)

15% less funds holding

Funds holding: 2723 (-4)

29% less capital invested

Capital invested by funds: $85.3M → $60.7M (-$24.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
14
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.7M +$2.54M +95,047 +13%
PPA
2
Parametric Portfolio Associates
Washington
$14.3M +$74.3K +2,775 +0.5%
Bank of America
3
Bank of America
North Carolina
$5.8M -$2.08M -77,735 -26%
UBS Group
4
UBS Group
Switzerland
$4.16M +$87.5K +3,269 +2%
Wells Fargo
5
Wells Fargo
California
$3.56M +$61.4K +2,294 +2%
VFS
6
VSR Financial Services
Kansas
$1.62M +$138K +5,149 +9%
RIA
7
Regal Investment Advisors
Michigan
$1.44M +$20.5K +766 +1%
CC
8
Callan Capital
California
$1.4M +$723 +27 +0.1%
MAA
9
Managed Account Advisors
New Jersey
$1.12M +$589K +21,991 +103%
FNBT
10
FineMark National Bank & Trust
Florida
$1.03M +$70K +2,615 +7%
CG
11
Colony Group
Massachusetts
$841K -$24.4M -911,233 -97%
Jane Street
12
Jane Street
New York
$831K +$466K +17,396 +118%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$714K -$439K -16,412 -37%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$625K -$698K -26,088 -52%
Citadel Advisors
15
Citadel Advisors
Florida
$540K +$170K +6,366 +44%
VKH
16
Virtu KCG Holdings
New York
$485K -$225K -8,425 -31%
Stifel Financial
17
Stifel Financial
Missouri
$329K +$20.1K +751 +6%
BWA
18
Burt Wealth Advisors
Maryland
$141K +$8.03K +300 +6%
RBC
19
Roble Belko & Company
Pennsylvania
$46K +$2.3K +86 +5%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$33K -$14.3K -536 -30%
S
21
SignatureFD
Georgia
$11K
WP
22
WealthPLAN Partners
Nebraska
$1K -$856 -32 -38%
BTNA
23
Bremer Trust National Association
Minnesota
-$439K -16,740 Closed
Creative Planning
24
Creative Planning
Kansas
-$34K -1,300 Closed
AC
25
Alexandria Capital
Virginia
-$26K -986 Closed

RLY Hedge Fund Activity: Q2 2015 in Review

23 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q2 2015, worth a combined $60.7M — down 29% from $85.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of RLY and 0 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $2.54M. The largest seller was Colony Group, cutting an estimated $24.4M.

  • 23 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q2 2015, down from 27 in Q1 2015.
  • Funds reported $60.7M of State Street Multi-Asset Real Return ETF stock for Q2 2015, down 29% quarter-over-quarter.
  • 0 funds opened new State Street Multi-Asset Real Return ETF positions in Q2 2015 and 3 closed out, a net change of -3 holders.
  • The largest State Street Multi-Asset Real Return ETF buyer in Q2 2015 was Morgan Stanley, an estimated $2.54M added.
  • The largest State Street Multi-Asset Real Return ETF seller in Q2 2015 was Colony Group, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2015.