State Street Multi-Asset Real Return ETF
RLY
109 hedge funds and large institutions have $427M invested in State Street Multi-Asset Real Return ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 14 closing their positions.
9,533% more call options, than puts
Call options by funds: $578K | Put options by funds: $6K
30% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 37
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
2% less capital invested
Capital invested by funds: $435M → $427M (-$7.18M)
1.71% less ownership
Funds ownership: 89.23% → 87.52% (-1.7%)
5% less funds holding
Funds holding: 115 → 109 (-6)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPA
Capital Performance Advisors
Walnut Creek,
California
|
+$5.14M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$3.29M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.94M |
| 4 |
Jane Street
New York
|
+$1.93M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$13.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.86M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.04M |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$4.47M |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$3.91M |
RLY Hedge Fund Activity: Q1 2025 in Review
109 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q1 2025, worth a combined $427M — down 1.7% from $435M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of RLY and 10 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 48 added.
The largest buyer was Capital Performance Advisors, opening a new position worth an estimated $5.14M. The largest seller was Capital Analysts LLC, cutting an estimated $13.3M.
- 109 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q1 2025, down from 115 in Q4 2024.
- Funds reported $427M of State Street Multi-Asset Real Return ETF stock for Q1 2025, down 1.7% quarter-over-quarter.
- 10 funds opened new State Street Multi-Asset Real Return ETF positions in Q1 2025 and 14 closed out, a net change of -4 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q1 2025 was Capital Performance Advisors, an estimated $5.14M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q1 2025 was Capital Analysts LLC, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2025.