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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

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

55% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $25.2M

35% more funds holding

Funds holding: 1723 (+6)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

7% more capital invested

Capital invested by funds: $33.4M → $35.8M (+$2.36M)

1.61% more ownership

Funds ownership: 38.49%40.1% (+1.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

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
Change in
Stake
MML Investors Services
1
MML Investors Services
Massachusetts
$5.23M -$167K -9,810 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.21M -$168K -9,879 -3%
WIA
3
World Investment Advisors
California
$5M +$1.15M +67,567 +30%
IWC
4
Integrated Wealth Concepts
Massachusetts
$4.59M -$1.14M -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 -$20K -1,175 -0.9%
NWM
8
Napa Wealth Management
California
$2.01M +$2.02M +118,454 New
PFA
9
Professional Financial Advisors
Nebraska
$1.39M +$60.7K +3,565 +5%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$1.28M +$1.29M +75,610 New
WCM
11
WealthTrak Capital Management
Virginia
$1.27M +$10.2K +599 +0.8%
AWM
12
Accurate Wealth Management
Florida
$1.26M +$1.21M +70,866 +705%
OPWM
13
Oregon Pacific Wealth Management
Oregon
$474K -$2.01M -118,026 -81%
SWA
14
Stratos Wealth Advisors
Ohio
$307K -$4.54K -267 -1%
Betterment LLC
15
Betterment LLC
New York
$292K +$698 +41 +0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$244K +$245K +14,376 New
DWM
17
Drive Wealth Management
Utah
$199K +$200K +11,764 New
BWM
18
BlackDiamond Wealth Management
New York
$159K +$171K +10,063 New
CPA
19
Cardiff Park Advisors
California
$49.5K +$49.7K +2,920 New
FFA
20
Farther Finance Advisors
California
$37.8K +$38.2K +2,247 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$30K +$17.1K +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

RSBT Hedge Fund Activity: Q1 2025 in Review

23 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Bonds & Managed Futures ETF (RSBT) for Q1 2025, worth a combined $35.8M — up 7.1% from $33.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RSBT positions and 2 closed out — a net gain of 6 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Napa Wealth Management, opening a new position worth an estimated $2.02M. The largest seller was Oregon Pacific Wealth Management, cutting an estimated $2.01M.

  • 23 institutional investors held Return Stacked Bonds & Managed Futures ETF (RSBT) as of Q1 2025, up from 17 in Q4 2024.
  • Funds reported $35.8M of Return Stacked Bonds & Managed Futures ETF stock for Q1 2025, up 7.1% quarter-over-quarter.
  • 8 funds opened new Return Stacked Bonds & Managed Futures ETF positions in Q1 2025 and 2 closed out, a net change of +6 holders.
  • The largest Return Stacked Bonds & Managed Futures ETF buyer in Q1 2025 was Napa Wealth Management, an estimated $2.02M added.
  • The largest Return Stacked Bonds & Managed Futures ETF seller in Q1 2025 was Oregon Pacific Wealth Management, an estimated $2.01M sold.

Based on aggregated 13F filings for Q1 2025.