State Street Multi-Asset Real Return ETF
25 hedge funds and large institutions have $23.1M invested in State Street Multi-Asset Real Return ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 7 closing their positions.
0.02% less ownership
Funds ownership: 42.58% → 42.56% (-0.02%)
9% less capital invested
Capital invested by funds: $25.2M → $23.1M (-$2.16M)
14% less funds holding
Funds holding: 29 → 25 (-4)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Corrigan Financial
Middletown,
Rhode Island
|
+$3.05M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$2.11M |
| 3 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
+$629K |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$239K |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.55M |
| 2 |
VCA
Verdence Capital Advisors
Hunt Valley,
Maryland
|
-$965K |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$952K |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$713K |
| 5 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$551K |
RLY Hedge Fund Activity: Q2 2020 in Review
25 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q2 2020, worth a combined $23.1M — down 8.6% from $25.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of RLY and 3 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 8 added.
The largest buyer was Corrigan Financial, adding an estimated $3.05M. The largest seller was Wells Fargo, cutting an estimated $6.55M.
- 25 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q2 2020, down from 29 in Q1 2020.
- Funds reported $23.1M of State Street Multi-Asset Real Return ETF stock for Q2 2020, down 8.6% quarter-over-quarter.
- 3 funds opened new State Street Multi-Asset Real Return ETF positions in Q2 2020 and 7 closed out, a net change of -4 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q2 2020 was Corrigan Financial, an estimated $3.05M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q2 2020 was Wells Fargo, an estimated $6.55M sold.
Based on aggregated 13F filings for Q2 2020.