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Return Stacked Bonds & Managed Futures ETF

17 hedge funds and large institutions have $25.8M invested in Return Stacked Bonds & Managed Futures ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

13% more capital invested

Capital invested by funds: $22.9M → $25.8M (+$2.95M)

11% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $37M

1.59% more ownership

Funds ownership: 29.24%30.83% (+1.6%)

15% less funds holding

Funds holding: 2017 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
5
Closed
5
Calls
$41.1M
Puts
$37M
Net Calls
+$4.1M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1
World Investment Advisors
California
$7.92M +$257K +15,568 +4%
IWC
2
Integrated Wealth Concepts
Massachusetts
$5.4M +$580K +35,186 +13%
BP
3
BWM Planning
Texas
$3.23M +$441K +26,723 +17%
IWP
4
Innova Wealth Partners
Pennsylvania
$2.67M +$52.3K +3,170 +2%
WCM
5
WealthTrak Capital Management
Virginia
$1.69M +$54K +3,274 +3%
AWM
6
Accurate Wealth Management
Florida
$1.36M -$159K -9,633 -11%
PFA
7
Professional Financial Advisors
Nebraska
$1.31M -$177K -10,707 -12%
Jane Street
8
Jane Street
New York
$791K +$456K +27,651 +156%
Betterment LLC
9
Betterment LLC
New York
$420K +$22.9K +1,391 +6%
SWA
10
Stratos Wealth Advisors
Ohio
$314K -$1.83K -111 -0.6%
FA
11
Fermata Advisors
California
$294K +$278K +16,878 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$189K -$11.2K -680 -6%
WAM
13
Worth Asset Management
Texas
$181K +$171K +10,390 New
FFA
14
Farther Finance Advisors
California
$39.2K
ACA
15
Aptus Capital Advisors
Alabama
$26.4K
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$13K -$22.6K -1,368 -65%
TH
17
TCTC Holdings
Texas
$192
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
-$349K -21,559 Closed
OPWM
19
Oregon Pacific Wealth Management
Oregon
-$346K -21,341 Closed
CPA
20
Cardiff Park Advisors
California
-$47.3K -2,920 Closed
Wells Fargo
21
Wells Fargo
California
-$44.3K -2,735 Closed
UBS Group
22
UBS Group
Switzerland
-$113 -7 Closed

RSBT Hedge Fund Activity: Q3 2025 in Review

17 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Bonds & Managed Futures ETF (RSBT) for Q3 2025, worth a combined $25.8M — up 13% from $22.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RSBT and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was Integrated Wealth Concepts, adding an estimated $580K. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $349K sold.

  • 17 institutional investors held Return Stacked Bonds & Managed Futures ETF (RSBT) as of Q3 2025, down from 20 in Q2 2025.
  • Funds reported $25.8M of Return Stacked Bonds & Managed Futures ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 2 funds opened new Return Stacked Bonds & Managed Futures ETF positions in Q3 2025 and 5 closed out, a net change of -3 holders.
  • The largest Return Stacked Bonds & Managed Futures ETF buyer in Q3 2025 was Integrated Wealth Concepts, an estimated $580K added.
  • The largest Return Stacked Bonds & Managed Futures ETF seller in Q3 2025 was Mercer Global Advisors, an estimated $349K sold.

Based on aggregated 13F filings for Q3 2025.