State Street Multi-Asset Real Return ETF
109 hedge funds and large institutions have $498M invested in State Street Multi-Asset Real Return ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 13 reducing their positions, and 9 closing their positions.
600% more funds holding in top 10
Funds holding in top 10: 1 → 7 (+6)
346% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 13
233% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 9
48% more capital invested
Capital invested by funds: $337M → $498M (+$162M)
22% more funds holding
Funds holding: 89 → 109 (+20)
9.79% more ownership
Funds ownership: 71.65% → 81.43% (+9.8%)
100% less call options, than puts
Call options by funds: $245K | Put options by funds: $72.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$29.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$18.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9.87M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$8.99M |
| 5 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$7.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.79M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$1.38M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.32M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$1.27M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.03M |
RLY Hedge Fund Activity: Q4 2022 in Review
109 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q4 2022, worth a combined $498M — up 48% from $337M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new RLY positions and 9 closed out — a net gain of 21 holders — while 58 added to existing stakes and 13 trimmed.
The largest buyer was Colony Group, adding an estimated $29.1M. The largest seller was LPL Financial, cutting an estimated $1.79M.
- 109 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q4 2022, up from 89 in Q3 2022.
- Funds reported $498M of State Street Multi-Asset Real Return ETF stock for Q4 2022, up 48% quarter-over-quarter.
- 30 funds opened new State Street Multi-Asset Real Return ETF positions in Q4 2022 and 9 closed out, a net change of +21 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q4 2022 was Colony Group, an estimated $29.1M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q4 2022 was LPL Financial, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2022.