State Street Multi-Asset Real Return ETF
RLY
88 hedge funds and large institutions have $341M invested in State Street Multi-Asset Real Return ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 10 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 24
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
5% more funds holding
Funds holding: 84 → 88 (+4)
11.36% less ownership
Funds ownership: 82.92% → 71.56% (-11%)
21% less capital invested
Capital invested by funds: $434M → $341M (-$92.5M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
100% less call options, than puts
Call options by funds: $12K | Put options by funds: $74.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.6M |
| 2 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$6.97M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$4.93M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$4.5M |
| 5 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$5.85M |
| 2 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$5.67M |
| 3 |
Morgan Stanley
New York
|
-$4.73M |
| 4 |
IFO
Independent Family Office
Albany,
New York
|
-$2.96M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.31M |
RLY Hedge Fund Activity: Q3 2022 in Review
88 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q3 2022, worth a combined $341M — down 21% from $434M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new RLY positions and 10 closed out — a net gain of 5 holders — while 43 added to existing stakes and 24 trimmed.
The largest buyer was UBS Group, adding an estimated $9.6M. The largest seller was IBEX Wealth Advisors, exiting entirely with an estimated $5.85M sold.
- 88 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q3 2022, up from 84 in Q2 2022.
- Funds reported $341M of State Street Multi-Asset Real Return ETF stock for Q3 2022, down 21% quarter-over-quarter.
- 15 funds opened new State Street Multi-Asset Real Return ETF positions in Q3 2022 and 10 closed out, a net change of +5 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q3 2022 was UBS Group, an estimated $9.6M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q3 2022 was IBEX Wealth Advisors, an estimated $5.85M sold.
Based on aggregated 13F filings for Q3 2022.