State Street Multi-Asset Real Return ETF
RLY
55 hedge funds and large institutions have $139M invested in State Street Multi-Asset Real Return ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
136% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 11
71% more capital invested
Capital invested by funds: $81.2M → $139M (+$57.5M)
44.95% more ownership
Funds ownership: 55.77% → 100.72% (+45%)
22% more call options, than puts
Call options by funds: $22K | Put options by funds: $18K
20% more funds holding
Funds holding: 46 → 55 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.5M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$22M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.24M |
| 4 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
+$3.6M |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$1.6M |
| 2 |
Morgan Stanley
New York
|
-$1.56M |
| 3 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$530K |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$397K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$241K |
RLY Hedge Fund Activity: Q4 2021 in Review
55 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q4 2021, worth a combined $139M — up 71% from $81.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RLY positions and 3 closed out — a net gain of 9 holders — while 26 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $22.5M. The largest seller was Legacy Financial Group (Iowa), cutting an estimated $1.6M.
- 55 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q4 2021, up from 46 in Q3 2021.
- Funds reported $139M of State Street Multi-Asset Real Return ETF stock for Q4 2021, up 71% quarter-over-quarter.
- 12 funds opened new State Street Multi-Asset Real Return ETF positions in Q4 2021 and 3 closed out, a net change of +9 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $22.5M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q4 2021 was Legacy Financial Group (Iowa), an estimated $1.6M sold.
Based on aggregated 13F filings for Q4 2021.