Return Stacked Bonds & Managed Futures ETF
RSBT
11 hedge funds and large institutions have $25.6M invested in Return Stacked Bonds & Managed Futures ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
273% more capital invested
Capital invested by funds: $6.85M → $25.6M (+$18.7M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
83% more funds holding
Funds holding: 6 → 11 (+5)
19.44% more ownership
Funds ownership: 12.06% → 31.5% (+19%)
42% less call options, than puts
Call options by funds: $1.54M | Put options by funds: $2.64M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.13M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.13M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2.99M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.33M |
| 5 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.9K |
| 2 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$1.94K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
MML Investors Services
Springfield,
Massachusetts
| $6.18M | +$6.13M | +337,612 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $6.18M | +$6.13M | +337,517 | New |
|
|
IWC
3
Integrated Wealth Concepts
Waltham,
Massachusetts
| $5.57M | +$1.33M | +73,270 | +32% |
|
|
WIA
4
World Investment Advisors
Santa Barbara,
California
| $3.97M | +$2.99M | +164,649 | +316% |
|
|
IWP
5
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.75M | +$1.08M | +59,500 | +166% |
|
|
PFA
6
Professional Financial Advisors
North Platte,
Nebraska
| $1.06M | -$1.94K | -107 | -0.2% |
|
|
WAM
7
Worth Asset Management
Dallas,
Texas
| $355K | +$352K | +19,405 | New |
|
|
DWA
8
Delap Wealth Advisory
Lake Oswego,
Oregon
| $272K | +$270K | +14,846 | New |
|
9
Jane Street
New York
| $218K | +$216K | +11,900 | New |
|
|
JWM
10
Janiczek Wealth Management
Denver,
Colorado
| $1.32K | – | – | – |
|
|
TH
11
TCTC Holdings
Dallas,
Texas
| $201 | +$200 | +11 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$10.9K | -600 | Closed |
|
RSBT Hedge Fund Activity: Q2 2024 in Review
11 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Bonds & Managed Futures ETF (RSBT) for Q2 2024, worth a combined $25.6M — up 273% from $6.85M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RSBT positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $6.13M. The largest seller was UBS Group, exiting entirely with an estimated $10.9K sold.
- 11 institutional investors held Return Stacked Bonds & Managed Futures ETF (RSBT) as of Q2 2024, up from 6 in Q1 2024.
- Funds reported $25.6M of Return Stacked Bonds & Managed Futures ETF stock for Q2 2024, up 273% quarter-over-quarter.
- 6 funds opened new Return Stacked Bonds & Managed Futures ETF positions in Q2 2024 and 1 closed out, a net change of +5 holders.
- The largest Return Stacked Bonds & Managed Futures ETF buyer in Q2 2024 was MML Investors Services, an estimated $6.13M added.
- The largest Return Stacked Bonds & Managed Futures ETF seller in Q2 2024 was UBS Group, an estimated $10.9K sold.
Based on aggregated 13F filings for Q2 2024.