State Street Multi-Asset Real Return ETF
RLY
24 hedge funds and large institutions have $110M invested in State Street Multi-Asset Real Return ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
122% more capital invested
Capital invested by funds: $49.5M → $110M (+$60.2M)
26% more funds holding
Funds holding: 19 → 24 (+5)
23.77% more ownership
Funds ownership: 56.31% → 80.08% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$20.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13.2M |
| 3 |
Morgan Stanley
New York
|
+$4.2M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.14M |
| 5 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$700K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$666K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$312K |
| 3 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$150K |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$146K |
| 5 |
CF
Corrigan Financial
Middletown,
Rhode Island
|
-$120K |
RLY Hedge Fund Activity: Q1 2017 in Review
24 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q1 2017, worth a combined $110M — up 122% from $49.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RLY positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $20.5M. The largest seller was Brinker Capital, exiting entirely with an estimated $666K sold.
- 24 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q1 2017, up from 19 in Q4 2016.
- Funds reported $110M of State Street Multi-Asset Real Return ETF stock for Q1 2017, up 122% quarter-over-quarter.
- 8 funds opened new State Street Multi-Asset Real Return ETF positions in Q1 2017 and 2 closed out, a net change of +6 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q1 2017 was MML Investors Services, an estimated $20.5M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q1 2017 was Brinker Capital, an estimated $666K sold.
Based on aggregated 13F filings for Q1 2017.