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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
Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.27%
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
Shares
Change %
WIA
1
World Investment Advisors
California
$7.11M +$2.33M +143,536 +49%
IWC
2
Integrated Wealth Concepts
Massachusetts
$4.45M +$62K +3,827 +1%
BP
3
BWM Planning
Texas
$2.57M +$510K +31,450 +25%
IWP
4
Innova Wealth Partners
Pennsylvania
$2.43M +$43.2K +2,665 +2%
WCM
5
WealthTrak Capital Management
Virginia
$1.52M +$306K +18,888 +25%
AWM
6
Accurate Wealth Management
Florida
$1.4M +$62.1K +3,760 +5%
PFA
7
Professional Financial Advisors
Nebraska
$1.4M +$66.6K +4,109 +5%
Betterment LLC
8
Betterment LLC
New York
$368K +$89K +5,493 +32%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$349K -$876K -54,051 -71%
OPWM
10
Oregon Pacific Wealth Management
Oregon
$346K -$107K -6,595 -24%
SWA
11
Stratos Wealth Advisors
Ohio
$294K +$389 +24 +0.1%
Jane Street
12
Jane Street
New York
$287K +$287K +17,727 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$187K -$46.5K -2,862 -20%
CPA
14
Cardiff Park Advisors
California
$47.3K
Wells Fargo
15
Wells Fargo
California
$44.3K +$42.7K +2,636 +2,663%
FFA
16
Farther Finance Advisors
California
$36.4K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$34K +$5.87K +364 +21%
ACA
18
Aptus Capital Advisors
Alabama
$24.6K +$24.6K +1,516 New
TH
19
TCTC Holdings
Texas
$178
UBS Group
20
UBS Group
Switzerland
$113 +$113 +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