Return Stacked Bonds & Managed Futures ETF
RSBT
8 hedge funds and large institutions have $8.49M invested in Return Stacked Bonds & Managed Futures ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,309% more capital invested
Capital invested by funds: $602K → $8.49M (+$7.88M)
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding
Funds holding: 4 → 8 (+4)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
16.44% more ownership
Funds ownership: 2.48% → 18.92% (+16%)
12% less call options, than puts
Call options by funds: $127K | Put options by funds: $144K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.72M |
| 2 |
Jane Street
New York
|
+$2.94M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$982K |
| 4 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$265K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$205K |
| 2 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
-$52 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWC
1
Integrated Wealth Concepts
Waltham,
Massachusetts
| $3.67M | +$3.72M | +212,890 | New |
|
|
2
Jane Street
New York
| $2.9M | +$2.94M | +167,943 | New |
|
|
WIA
3
World Investment Advisors
Santa Barbara,
California
| $969K | +$982K | +56,181 | New |
|
|
IWP
4
Innova Wealth Partners
Newtown,
Pennsylvania
| $350K | +$148K | +8,465 | +72% |
|
|
MC
5
Moors & Cabot
Boston,
Massachusetts
| $329K | +$156K | +8,900 | +87% |
|
|
PFA
6
Professional Financial Advisors
North Platte,
Nebraska
| $262K | +$265K | +15,188 | New |
|
7
UBS Group
Zurich,
Switzerland
| $5.61K | +$5.68K | +325 | New |
|
|
JWM
8
Janiczek Wealth Management
Denver,
Colorado
| $1.21K | -$52 | -3 | -4% |
|
|
WAP
9
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$205K | -11,382 | Closed |
|
RSBT Hedge Fund Activity: Q4 2023 in Review
8 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Bonds & Managed Futures ETF (RSBT) for Q4 2023, worth a combined $8.49M — up 1,309% from $602K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RSBT positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $3.72M. The largest seller was Wealthcare Advisory Partners, exiting entirely with an estimated $205K sold.
- 8 institutional investors held Return Stacked Bonds & Managed Futures ETF (RSBT) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $8.49M of Return Stacked Bonds & Managed Futures ETF stock for Q4 2023, up 1,309% quarter-over-quarter.
- 5 funds opened new Return Stacked Bonds & Managed Futures ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest Return Stacked Bonds & Managed Futures ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $3.72M added.
- The largest Return Stacked Bonds & Managed Futures ETF seller in Q4 2023 was Wealthcare Advisory Partners, an estimated $205K sold.
Based on aggregated 13F filings for Q4 2023.