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Return Stacked Bonds & Managed Futures ETF

19 hedge funds and large institutions have $32.6M invested in Return Stacked Bonds & Managed Futures ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

57% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $6.71M

26% more capital invested

Capital invested by funds: $25.8M → $32.6M (+$6.78M)

12% more funds holding

Funds holding: 1719 (+2)

6.26% more ownership

Funds ownership: 30.83%37.1% (+6.3%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
4
Closed
1
Calls
$10.5M
Puts
$6.71M
Net Calls
+$3.8M
Net Calls Change
-$308K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$7.5M +$1.97M +108,707 +35%
WIA
2
World Investment Advisors
California
$6.99M -$1.16M -63,925 -14%
BP
3
BWM Planning
Texas
$3.9M +$588K +32,458 +18%
IWP
4
Innova Wealth Partners
Pennsylvania
$3.05M +$312K +17,241 +11%
WW
5
Wright Wealth
Georgia
$2.45M +$2.47M +136,627 New
WCM
6
WealthTrak Capital Management
Virginia
$1.78M +$45.8K +2,530 +3%
TP
7
Trailhead Planners
Minnesota
$1.57M +$1.58M +87,465 New
PFA
8
Professional Financial Advisors
Nebraska
$1.5M +$152K +8,397 +11%
AWM
9
Accurate Wealth Management
Florida
$1.25M -$148K -8,197 -11%
FA
10
Fermata Advisors
California
$644K +$345K +19,075 +113%
SW
11
SteelPeak Wealth
California
$580K +$587K +32,390 New
Betterment LLC
12
Betterment LLC
New York
$443K +$10.8K +597 +2%
WAM
13
Worth Asset Management
Texas
$328K +$144K +7,925 +76%
Jane Street
14
Jane Street
New York
$268K -$551K -30,448 -67%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$255K +$61.9K +3,417 +32%
ACA
16
Aptus Capital Advisors
Alabama
$56.1K +$29.2K +1,612 +106%
FFA
17
Farther Finance Advisors
California
$38.8K -$1.47K -81 -4%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$13K
TH
19
TCTC Holdings
Texas
$197
SWA
20
Stratos Wealth Advisors
Ohio
-$314K -17,999 Closed

RSBT Hedge Fund Activity: Q4 2025 in Review

19 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Bonds & Managed Futures ETF (RSBT) for Q4 2025, worth a combined $32.6M — up 26% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RSBT positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $1.97M. The largest seller was World Investment Advisors, cutting an estimated $1.16M.

  • 19 institutional investors held Return Stacked Bonds & Managed Futures ETF (RSBT) as of Q4 2025, up from 17 in Q3 2025.
  • Funds reported $32.6M of Return Stacked Bonds & Managed Futures ETF stock for Q4 2025, up 26% quarter-over-quarter.
  • 3 funds opened new Return Stacked Bonds & Managed Futures ETF positions in Q4 2025 and 1 closed out, a net change of +2 holders.
  • The largest Return Stacked Bonds & Managed Futures ETF buyer in Q4 2025 was Integrated Wealth Concepts, an estimated $1.97M added.
  • The largest Return Stacked Bonds & Managed Futures ETF seller in Q4 2025 was World Investment Advisors, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2025.