State Street Multi-Asset Real Return ETF
35 hedge funds and large institutions have $77.7M invested in State Street Multi-Asset Real Return ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
9% more funds holding
Funds holding: 32 → 35 (+3)
2.79% less ownership
Funds ownership: 62.67% → 59.89% (-2.8%)
10% less capital inflows, than outflows
Capital inflows: $19.7M | Capital outflows: $22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$12.6M |
| 2 |
Jane Street
New York
|
+$2.04M |
| 3 |
Brinker Capital
Berwyn,
Pennsylvania
|
+$1.14M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$732K |
| 5 |
WPSG
Wealth & Pension Services Group
Atlanta,
Georgia
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.56M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.29M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.15M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.4M |
| 5 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.21M |
RLY Hedge Fund Activity: Q4 2018 in Review
35 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q4 2018, worth a combined $77.7M — down 16% from $92.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RLY positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $12.6M. The largest seller was Morgan Stanley, cutting an estimated $6.56M.
- 35 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q4 2018, up from 32 in Q3 2018.
- Funds reported $77.7M of State Street Multi-Asset Real Return ETF stock for Q4 2018, down 16% quarter-over-quarter.
- 8 funds opened new State Street Multi-Asset Real Return ETF positions in Q4 2018 and 5 closed out, a net change of +3 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q4 2018 was HBK Sorce Advisory, an estimated $12.6M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q4 2018 was Morgan Stanley, an estimated $6.56M sold.
Based on aggregated 13F filings for Q4 2018.