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Return Stacked Bonds & Managed Futures ETF

17 hedge funds and large institutions have $33.4M invested in Return Stacked Bonds & Managed Futures ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

Holders
17
Holders Change
+9
Holders Change %
+112.5%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
4
Reduced
3
Closed
Calls
$48.9M
Puts
$50.5M
Net Calls
-$1.52M
Net Calls Change
-$1.18M
Name Market Value Shares Shares
Change
Shares
Change %
IWC
1
Integrated Wealth Concepts
Massachusetts
$5.66M 337,650 +24,174 +8%
MML Investors Services
2
MML Investors Services
Massachusetts
$5.33M 318,147 -32,691 -9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.31M 317,239 -34,195 -10%
WIA
4
World Investment Advisors
California
$3.81M 227,537 -6,086 -3%
OPWM
5
Oregon Pacific Wealth Management
Oregon
$2.44M 145,962 +145,962 New
IWP
6
Innova Wealth Partners
Pennsylvania
$2.27M 135,593 +135,593 New
SPC
7
Sigma Planning Corp
Michigan
$2.08M 123,895 +123,895 New
BP
8
BWM Planning
Texas
$2.02M 120,748 +33,273 +38%
PFA
9
Professional Financial Advisors
Nebraska
$1.31M 78,396 +1,447 +2%
WCM
10
WealthTrak Capital Management
Virginia
$1.24M 74,087 +74,087 New
Jane Street
11
Jane Street
New York
$1.14M 68,139 +26,153 +62%
SWA
12
Stratos Wealth Advisors
Ohio
$307K 18,353 +18,353 New
Betterment LLC
13
Betterment LLC
New York
$288K 17,173 +17,173 New
AWM
14
Accurate Wealth Management
Florida
$173K 10,046 +10,046 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$12K 740 +740 New
UBS Group
16
UBS Group
Switzerland
$1.16K 69 +69 New
TH
17
TCTC Holdings
Texas
$184 11
Group One Trading
18
Group One Trading
Illinois
IMC Chicago
19
IMC Chicago
Illinois
Simplex Trading
20
Simplex Trading
Illinois
SSG
21
Summit Securities Group
New York
CFGS
22
Concourse Financial Group Securities
Alabama