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Return Stacked Bonds & Managed Futures ETF

23 hedge funds and large institutions have $35.8M invested in Return Stacked Bonds & Managed Futures ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
8
Reduced
6
Closed
2
Calls
$39.2M
Puts
$25.2M
Net Calls
+$14M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
1
MML Investors Services
Massachusetts
$5.23M -$166K -9,810 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.21M -$167K -9,879 -3%
WIA
3
World Investment Advisors
California
$5M +$1.15M +67,567 +30%
IWC
4
Integrated Wealth Concepts
Massachusetts
$4.59M -$1.13M -66,755 -20%
IWP
5
Innova Wealth Partners
Pennsylvania
$2.5M +$200K +11,774 +9%
BP
6
BWM Planning
Texas
$2.16M +$109K +6,422 +5%
SPC
7
Sigma Planning Corp
Michigan
$2.08M -$19.9K -1,175 -0.9%
NWM
8
Napa Wealth Management
California
$2.01M +$2.01M +118,454 New
PFA
9
Professional Financial Advisors
Nebraska
$1.39M +$60.4K +3,565 +5%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$1.28M +$1.28M +75,610 New
WCM
11
WealthTrak Capital Management
Virginia
$1.27M +$10.2K +599 +0.8%
AWM
12
Accurate Wealth Management
Florida
$1.26M +$1.11M +70,866 +705%
OPWM
13
Oregon Pacific Wealth Management
Oregon
$474K -$2M -118,026 -81%
SWA
14
Stratos Wealth Advisors
Ohio
$307K -$4.53K -267 -1%
Betterment LLC
15
Betterment LLC
New York
$292K +$695 +41 +0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$244K +$244K +14,376 New
DWM
17
Drive Wealth Management
Utah
$199K +$199K +11,764 New
BWM
18
BlackDiamond Wealth Management
New York
$159K +$159K +10,063 New
CPA
19
Cardiff Park Advisors
California
$49.5K +$49.5K +2,920 New
FFA
20
Farther Finance Advisors
California
$37.8K +$37.8K +2,247 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$30K +$17.3K +1,004 +136%
Wells Fargo
22
Wells Fargo
California
$1.68K +$1.68K +99 New
TH
23
TCTC Holdings
Texas
$186
Jane Street
24
Jane Street
New York
-$1.14M -68,139 Closed
UBS Group
25
UBS Group
Switzerland
-$1.16K -69 Closed