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State Street Multi-Asset Real Return ETF

128 hedge funds and large institutions have $576M invested in State Street Multi-Asset Real Return ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 26

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $533M → $576M (+$43.2M)

4% more funds holding

Funds holding: 123128 (+5)

0.94% less ownership

Funds ownership: 91.08%90.13% (-0.94%)

9% less call options, than puts

Call options by funds: $169K | Put options by funds: $186K

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
19
Increased
70
Reduced
26
Closed
12
Calls
$169K
Puts
$186K
Net Calls
-$17K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$58.4M +$6.11M +194,782 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.9M +$2.87M +91,401 +6%
DADC
3
D.A. Davidson & Co
Montana
$46.9M +$2.9M +92,443 +7%
TFA
4
Tobias Financial Advisors
Florida
$32.8M +$2.51M +79,868 +8%
Morgan Stanley
5
Morgan Stanley
New York
$30.1M +$3.52M +112,344 +13%
Bank of America
6
Bank of America
North Carolina
$26.1M +$2.51M +80,105 +11%
CAL
7
Capital Analysts LLC
Pennsylvania
$22.2M +$1.21M +38,558 +6%
HighTower Advisors
8
HighTower Advisors
Illinois
$20.4M +$2.15M +68,374 +12%
WETS
9
Wealth Enhancement Trust Services
South Dakota
$18.8M +$18.8M +598,903 New
NECFA
10
New England Capital Financial Advisors
Connecticut
$15.5M +$222K +7,066 +1%
LPL Financial
11
LPL Financial
California
$13.9M +$537K +17,129 +4%
TC
12
Trilogy Capital
California
$12.9M +$814K +25,941 +7%
Raymond James Financial
13
Raymond James Financial
Florida
$12.7M +$1.53M +48,746 +14%
CPA
14
Capital Performance Advisors
California
$11.6M +$3.19M +101,784 +38%
EIA
15
Eldridge Investment Advisors
New Hampshire
$11.5M +$1.18M +37,759 +11%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$10.6M +$6.26M +199,390 +148%
FFP
17
Freedom Financial Partners
Minnesota
$10.3M +$557K +17,762 +6%
SC
18
Savant Capital
Illinois
$9.76M -$18.6M -592,202 -66%
SAM
19
Smartleaf Asset Management
Massachusetts
$9.76M +$9.67M +308,233 New
FHC
20
First Heartland Consultants
Missouri
$9.6M +$78.3K +2,495 +0.8%
HG
21
Harbor Group
New Hampshire
$9.24M -$57.4K -1,829 -0.6%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$8.95M +$293K +9,324 +3%
CRC
23
Curi RMB Capital
Illinois
$8.88M +$318K +10,148 +4%
TFG
24
Tilson Financial Group
New Jersey
$8.75M +$298K +9,507 +4%
RBWA
25
RFG - Bristol Wealth Advisors
Massachusetts
$7.63M +$308K +9,821 +4%