State Street Multi-Asset Real Return ETF
72 hedge funds and large institutions have $229M invested in State Street Multi-Asset Real Return ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 6 closing their positions.
288% more call options, than puts
Call options by funds: $31K | Put options by funds: $8K
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
114% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 14
70% more capital invested
Capital invested by funds: $134M → $229M (+$94.4M)
31% more funds holding
Funds holding: 55 → 72 (+17)
3.17% less ownership
Funds ownership: 77.02% → 73.85% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$13.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$12M |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$7.88M |
| 4 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$4.33M |
| 5 |
Morgan Stanley
New York
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$5.67M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$516K |
| 3 |
FFG
Ford Financial Group
Fresno,
California
|
-$476K |
| 4 |
CF
Corrigan Financial
Middletown,
Rhode Island
|
-$449K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$332K |
RLY Hedge Fund Activity: Q1 2022 in Review
72 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q1 2022, worth a combined $229M — up 70% from $134M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new RLY positions and 6 closed out — a net gain of 17 holders — while 30 added to existing stakes and 14 trimmed.
The largest buyer was Brandywine Oak Private Wealth, opening a new position worth an estimated $13.2M. The largest seller was Scissortail Wealth Management, exiting entirely with an estimated $5.67M sold.
- 72 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q1 2022, up from 55 in Q4 2021.
- Funds reported $229M of State Street Multi-Asset Real Return ETF stock for Q1 2022, up 70% quarter-over-quarter.
- 23 funds opened new State Street Multi-Asset Real Return ETF positions in Q1 2022 and 6 closed out, a net change of +17 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q1 2022 was Brandywine Oak Private Wealth, an estimated $13.2M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q1 2022 was Scissortail Wealth Management, an estimated $5.67M sold.
Based on aggregated 13F filings for Q1 2022.