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State Street Multi-Asset Real Return ETF

151 hedge funds and large institutions have $824M invested in State Street Multi-Asset Real Return ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

43% more capital invested

Capital invested by funds: $576M → $824M (+$248M)

18% more funds holding

Funds holding: 128151 (+23)

6.78% less ownership

Funds ownership: 90.13%83.35% (-6.8%)

92% less call options, than puts

Call options by funds: $153K | Put options by funds: $1.88M

Holders
151
Holders Change
+23
Holders Change %
+17.97%
% of All Funds
1.86%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
32
Increased
65
Reduced
37
Closed
4
Calls
$153K
Puts
$1.88M
Net Calls
-$1.73M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$71.6M +$4.32M +124,682 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.6M +$13.9M +400,529 +26%
DADC
3
D.A. Davidson & Co
Montana
$55.7M +$1.75M +50,427 +3%
TFA
4
Tobias Financial Advisors
Florida
$38.7M +$969K +27,974 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$34.8M +$19.4M +560,428 +139%
Morgan Stanley
6
Morgan Stanley
New York
$34.3M -$310K -8,931 -0.9%
Bank of America
7
Bank of America
North Carolina
$32.1M +$2.03M +58,681 +7%
LPL Financial
8
LPL Financial
California
$26.5M +$10.1M +290,388 +66%
CAL
9
Capital Analysts LLC
Pennsylvania
$25.2M -$326K -9,395 -1%
SC
10
Savant Capital
Illinois
$24.8M +$13M +374,757 +121%
WETS
11
Wealth Enhancement Trust Services
South Dakota
$22.5M +$767K +22,121 +4%
SPA
12
Sentinel Pension Advisors
Massachusetts
$18.8M +$18M +519,210 New
NECFA
13
New England Capital Financial Advisors
Connecticut
$18M +$86.8K +2,506 +0.5%
HighTower Advisors
14
HighTower Advisors
Illinois
$17.8M -$5.36M -154,747 -24%
JBA
15
Johnson Bixby & Associates
Washington
$17.8M +$16.4M +474,430 +2,635%
FNA
16
First National Advisers
Nebraska
$15.2M +$14.6M +421,698 New
SAM
17
Smartleaf Asset Management
Massachusetts
$14.4M +$3.19M +91,954 +30%
CPA
18
Capital Performance Advisors
California
$13.8M +$407K +11,733 +3%
EIA
19
Eldridge Investment Advisors
New Hampshire
$13.8M +$498K +14,359 +4%
PWAM
20
Private Wealth Asset Management
Iowa
$13.2M +$5.76M +166,111 +83%
TC
21
Trilogy Capital
California
$12.6M -$2.09M -60,406 -15%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$12.4M +$320K +9,239 +3%
FFP
23
Freedom Financial Partners
Minnesota
$12.2M +$328K +9,477 +3%
FHC
24
First Heartland Consultants
Missouri
$10.8M -$270K -7,796 -3%
CRC
25
Curi RMB Capital
Illinois
$10.7M +$462K +13,324 +5%