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Return Stacked Bonds & Managed Futures ETF

20 hedge funds and large institutions have $22.9M invested in Return Stacked Bonds & Managed Futures ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

3% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $51.3M

10.86% less ownership

Funds ownership: 40.1%29.24% (-11%)

13% less funds holding

Funds holding: 2320 (-3)

36% less capital invested

Capital invested by funds: $35.8M → $22.9M (-$12.9M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
3
Closed
6
Calls
$52.8M
Puts
$51.3M
Net Calls
+$1.53M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1
World Investment Advisors
California
$7.11M +$2.28M +143,536 +49%
IWC
2
Integrated Wealth Concepts
Massachusetts
$4.45M +$60.8K +3,827 +1%
BP
3
BWM Planning
Texas
$2.57M +$500K +31,450 +25%
IWP
4
Innova Wealth Partners
Pennsylvania
$2.43M +$42.3K +2,665 +2%
WCM
5
WealthTrak Capital Management
Virginia
$1.52M +$300K +18,888 +25%
AWM
6
Accurate Wealth Management
Florida
$1.4M +$59.7K +3,760 +5%
PFA
7
Professional Financial Advisors
Nebraska
$1.4M +$65.3K +4,109 +5%
Betterment LLC
8
Betterment LLC
New York
$368K +$87.3K +5,493 +32%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$349K -$859K -54,051 -71%
OPWM
10
Oregon Pacific Wealth Management
Oregon
$346K -$105K -6,595 -24%
SWA
11
Stratos Wealth Advisors
Ohio
$294K +$381 +24 +0.1%
Jane Street
12
Jane Street
New York
$287K +$282K +17,727 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$187K -$45.5K -2,862 -20%
CPA
14
Cardiff Park Advisors
California
$47.3K
Wells Fargo
15
Wells Fargo
California
$44.3K +$41.9K +2,636 +2,663%
FFA
16
Farther Finance Advisors
California
$36.4K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$34K +$5.78K +364 +21%
ACA
18
Aptus Capital Advisors
Alabama
$24.6K +$24.1K +1,516 New
TH
19
TCTC Holdings
Texas
$178
UBS Group
20
UBS Group
Switzerland
$113 +$111 +7 New
MML Investors Services
21
MML Investors Services
Massachusetts
-$5.23M -308,337 Closed
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
-$5.21M -307,360 Closed
SPC
23
Sigma Planning Corp
Michigan
-$2.08M -122,720 Closed
NWM
24
Napa Wealth Management
California
-$2.01M -118,454 Closed
DWM
25
Drive Wealth Management
Utah
-$199K -11,764 Closed

RSBT Hedge Fund Activity: Q2 2025 in Review

20 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Bonds & Managed Futures ETF (RSBT) for Q2 2025, worth a combined $22.9M — down 36% from $35.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RSBT and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 11 added.

The largest buyer was World Investment Advisors, adding an estimated $2.28M. The largest seller was MML Investors Services, exiting entirely with an estimated $5.23M sold.

  • 20 institutional investors held Return Stacked Bonds & Managed Futures ETF (RSBT) as of Q2 2025, down from 23 in Q1 2025.
  • Funds reported $22.9M of Return Stacked Bonds & Managed Futures ETF stock for Q2 2025, down 36% quarter-over-quarter.
  • 3 funds opened new Return Stacked Bonds & Managed Futures ETF positions in Q2 2025 and 6 closed out, a net change of -3 holders.
  • The largest Return Stacked Bonds & Managed Futures ETF buyer in Q2 2025 was World Investment Advisors, an estimated $2.28M added.
  • The largest Return Stacked Bonds & Managed Futures ETF seller in Q2 2025 was MML Investors Services, an estimated $5.23M sold.

Based on aggregated 13F filings for Q2 2025.