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State Street Multi-Asset Real Return ETF

25 hedge funds and large institutions have $51.1M invested in State Street Multi-Asset Real Return ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

9% more funds holding

Funds holding: 2325 (+2)

0.66% more ownership

Funds ownership: 43.09%43.74% (+0.66%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

16% less capital invested

Capital invested by funds: $60.7M → $51.1M (-$9.6M)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.7M -$1.42M -58,940 -7%
PPA
2
Parametric Portfolio Associates
Washington
$10.7M -$1.97M -81,826 -15%
Bank of America
3
Bank of America
North Carolina
$5.79M +$747K +30,987 +14%
UBS Group
4
UBS Group
Switzerland
$3.71M +$60.9K +2,527 +2%
Wells Fargo
5
Wells Fargo
California
$3.38M +$269K +11,171 +8%
Jane Street
6
Jane Street
New York
$1.6M +$925K +38,394 +120%
VFS
7
VSR Financial Services
Kansas
$1.48M +$59.7K +2,479 +4%
RIA
8
Regal Investment Advisors
Michigan
$1.26M -$434 -18 -0%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$921K +$396K +16,411 +68%
Citadel Advisors
10
Citadel Advisors
Florida
$885K +$437K +18,125 +87%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$741K +$787K +32,663 New
CGH
12
Cleary Gull Holdings
Wisconsin
$513K +$545K +22,600 New
CC
13
Callan Capital
California
$463K -$808K -33,538 -62%
CG
14
Colony Group
Massachusetts
$458K -$298K -12,363 -38%
Stifel Financial
15
Stifel Financial
Missouri
$357K +$72.4K +3,003 +24%
VKH
16
Virtu KCG Holdings
New York
$318K -$115K -4,752 -25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$224K -$428K -17,743 -64%
UR
18
USCA RIA
Texas
$218K +$231K +9,600 New
CNB
19
City National Bank
California
$215K +$229K +9,494 New
BWA
20
Burt Wealth Advisors
Maryland
$92K -$33.7K -1,399 -26%
FNBT
21
FineMark National Bank & Trust
Florida
$46K -$916K -38,024 -95%
RBC
22
Roble Belko & Company
Pennsylvania
$40K
CK
23
Carnick & Kubik
Colorado
$11.3K +$12.1K +500 New
S
24
SignatureFD
Georgia
$10K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
-$33K -1,279 Closed

RLY Hedge Fund Activity: Q3 2015 in Review

25 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q3 2015, worth a combined $51.1M — down 16% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RLY positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $925K. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.97M.

  • 25 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q3 2015, up from 23 in Q2 2015.
  • Funds reported $51.1M of State Street Multi-Asset Real Return ETF stock for Q3 2015, down 16% quarter-over-quarter.
  • 5 funds opened new State Street Multi-Asset Real Return ETF positions in Q3 2015 and 1 closed out, a net change of +4 holders.
  • The largest State Street Multi-Asset Real Return ETF buyer in Q3 2015 was Jane Street, an estimated $925K added.
  • The largest State Street Multi-Asset Real Return ETF seller in Q3 2015 was Parametric Portfolio Associates, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2015.