State Street Multi-Asset Real Return ETF
99 hedge funds and large institutions have $423M invested in State Street Multi-Asset Real Return ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 18 closing their positions.
450% more call options, than puts
Call options by funds: $66K | Put options by funds: $12K
47% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 32
4.68% more ownership
Funds ownership: 74.45% → 79.14% (+4.7%)
3% less funds holding
Funds holding: 102 → 99 (-3)
5% less capital invested
Capital invested by funds: $446M → $423M (-$23M)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Curi Wealth Management
Raleigh,
North Carolina
|
+$6.85M |
| 2 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$4.3M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$3.51M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$2.68M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.89M |
| 2 |
BS
Banco Santander
Madrid,
Spain
|
-$4.35M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.61M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.88M |
| 5 |
Morgan Stanley
New York
|
-$2.68M |
RLY Hedge Fund Activity: Q2 2023 in Review
99 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q2 2023, worth a combined $423M — down 5.2% from $446M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of RLY and 16 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 47 added.
The largest buyer was Curi Wealth Management, opening a new position worth an estimated $6.85M. The largest seller was Private Advisor Group, cutting an estimated $4.89M.
- 99 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q2 2023, down from 102 in Q1 2023.
- Funds reported $423M of State Street Multi-Asset Real Return ETF stock for Q2 2023, down 5.2% quarter-over-quarter.
- 16 funds opened new State Street Multi-Asset Real Return ETF positions in Q2 2023 and 18 closed out, a net change of -2 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q2 2023 was Curi Wealth Management, an estimated $6.85M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q2 2023 was Private Advisor Group, an estimated $4.89M sold.
Based on aggregated 13F filings for Q2 2023.