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State Street Multi-Asset Real Return ETF

116 hedge funds and large institutions have $449M invested in State Street Multi-Asset Real Return ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

7% more funds holding

Funds holding: 108116 (+8)

1.4% more ownership

Funds ownership: 88.12%89.52% (+1.4%)

4% more capital invested

Capital invested by funds: $430M → $449M (+$18.7M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
17
Increased
49
Reduced
38
Closed
8
Calls
$62K
Puts
Net Calls
+$62K
Net Calls Change
-$510K
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$57.7M +$38.3K +1,350 +0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.8M +$1.76M +62,113 +5%
DADC
3
D.A. Davidson & Co
Montana
$36.6M +$1.84M +64,902 +5%
SC
4
Savant Capital
Illinois
$26.6M +$26M +915,589 New
FIBT
5
First International Bank & Trust
North Dakota
$23.4M -$1.53M -54,050 -6%
Morgan Stanley
6
Morgan Stanley
New York
$23.2M +$6.01M +211,919 +36%
Bank of America
7
Bank of America
North Carolina
$20.8M -$990K -34,921 -5%
CAL
8
Capital Analysts LLC
Pennsylvania
$19.2M +$400K +14,119 +2%
NECFA
9
New England Capital Financial Advisors
Connecticut
$14M -$73.5K -2,592 -0.5%
TC
10
Trilogy Capital
California
$11.6M -$368K -12,968 -3%
HighTower Advisors
11
HighTower Advisors
Illinois
$10.6M +$1.58M +55,601 +18%
EIA
12
Eldridge Investment Advisors
New Hampshire
$9.69M +$374K +13,191 +4%
Raymond James Financial
13
Raymond James Financial
Florida
$9.17M +$3.07M +108,343 +52%
FHC
14
First Heartland Consultants
Missouri
$9.05M +$1.4M +49,521 +19%
LPL Financial
15
LPL Financial
California
$8.83M -$1.78M -62,604 -17%
FFP
16
Freedom Financial Partners
Minnesota
$8.72M +$494K +17,419 +6%
HG
17
Harbor Group
New Hampshire
$8.69M -$25.4K -897 -0.3%
Wells Fargo
18
Wells Fargo
California
$8.63M +$216K +7,620 +3%
CRC
19
Curi RMB Capital
Illinois
$8.21M +$131K +4,611 +2%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$7.66M +$386K +13,607 +5%
TFG
21
Tilson Financial Group
New Jersey
$7.53M -$254K -8,943 -3%
CPA
22
Capital Performance Advisors
California
$6.65M +$1.28M +45,107 +25%
LFG
23
Larson Financial Group
Missouri
$3.72M -$2.21M -77,823 -38%
IF
24
Intrua Financial
Texas
$3.44M +$2.09M +73,846 +166%
PCS
25
Private Client Services
Kentucky
$3.22M +$981K +34,599 +45%

RLY Hedge Fund Activity: Q2 2025 in Review

116 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q2 2025, worth a combined $449M — up 4.3% from $430M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RLY positions and 8 closed out — a net gain of 9 holders — while 49 added to existing stakes and 38 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $26M. The largest seller was Visionary Wealth Advisors, cutting an estimated $6.88M.

  • 116 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $449M of State Street Multi-Asset Real Return ETF stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 17 funds opened new State Street Multi-Asset Real Return ETF positions in Q2 2025 and 8 closed out, a net change of +9 holders.
  • The largest State Street Multi-Asset Real Return ETF buyer in Q2 2025 was Savant Capital, an estimated $26M added.
  • The largest State Street Multi-Asset Real Return ETF seller in Q2 2025 was Visionary Wealth Advisors, an estimated $6.88M sold.

Based on aggregated 13F filings for Q2 2025.