We are live on ! Find out more
RSBT icon

Return Stacked Bonds & Managed Futures ETF

4 hedge funds and large institutions have $1.85M invested in Return Stacked Bonds & Managed Futures ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 24 (+2)

50% more capital invested

Capital invested by funds: $1.23M → $1.85M (+$618K)

2.32% less ownership

Funds ownership: 12.18%9.86% (-2.3%)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
Closed
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1
BlackDiamond Wealth Management
New York
$1.43M +$218K +11,971 +18%
IWP
2
Innova Wealth Partners
Pennsylvania
$219K +$216K +11,839 New
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$199K +$196K +10,746 New
JWM
4
Janiczek Wealth Management
Colorado
$1.28K +$109 +6 +10%

RSBT Hedge Fund Activity: Q2 2023 in Review

4 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Bonds & Managed Futures ETF (RSBT) for Q2 2023, worth a combined $1.85M — up 50% from $1.23M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RSBT positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was BlackDiamond Wealth Management, adding an estimated $218K.

  • 4 institutional investors held Return Stacked Bonds & Managed Futures ETF (RSBT) as of Q2 2023, up from 2 in Q1 2023.
  • Funds reported $1.85M of Return Stacked Bonds & Managed Futures ETF stock for Q2 2023, up 50% quarter-over-quarter.
  • 2 funds opened new Return Stacked Bonds & Managed Futures ETF positions in Q2 2023 and 0 closed out, a net change of +2 holders.
  • The largest Return Stacked Bonds & Managed Futures ETF buyer in Q2 2023 was BlackDiamond Wealth Management, an estimated $218K added.

Based on aggregated 13F filings for Q2 2023.