State Street Multi-Asset Real Return ETF
RLY
36 hedge funds and large institutions have $64.2M invested in State Street Multi-Asset Real Return ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more funds holding
Funds holding: 35 → 36 (+1)
8.78% less ownership
Funds ownership: 59.89% → 51.1% (-8.8%)
17% less capital invested
Capital invested by funds: $77.7M → $64.2M (-$13.4M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
74% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$4.13M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.55M |
| 3 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
+$887K |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$859K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
-$7.03M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.24M |
| 3 |
Morgan Stanley
New York
|
-$6.12M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$4.6M |
| 5 |
Jane Street
New York
|
-$1.21M |
RLY Hedge Fund Activity: Q1 2019 in Review
36 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q1 2019, worth a combined $64.2M — down 17% from $77.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RLY positions and 6 closed out — a net gain of 1 holder — while 5 added to existing stakes and 19 trimmed.
The largest buyer was Aveo Capital Partners, opening a new position worth an estimated $4.13M. The largest seller was SimpliFi Inc, cutting an estimated $7.03M.
- 36 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q1 2019, up from 35 in Q4 2018.
- Funds reported $64.2M of State Street Multi-Asset Real Return ETF stock for Q1 2019, down 17% quarter-over-quarter.
- 7 funds opened new State Street Multi-Asset Real Return ETF positions in Q1 2019 and 6 closed out, a net change of +1 holder.
- The largest State Street Multi-Asset Real Return ETF buyer in Q1 2019 was Aveo Capital Partners, an estimated $4.13M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q1 2019 was SimpliFi Inc, an estimated $7.03M sold.
Based on aggregated 13F filings for Q1 2019.