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Return Stacked Bonds & Managed Futures ETF

20 hedge funds and large institutions have $41.9M invested in Return Stacked Bonds & Managed Futures ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

28% more capital invested

Capital invested by funds: $32.6M → $41.9M (+$9.28M)

18% more call options, than puts

Call options by funds: $4.66M | Put options by funds: $3.94M

5% more funds holding

Funds holding: 1920 (+1)

1.72% less ownership

Funds ownership: 37.1%35.37% (-1.7%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
6
Closed
2
Calls
$4.66M
Puts
$3.94M
Net Calls
+$715K
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1
World Investment Advisors
California
$7.26M -$94.3K -4,975 -1%
IWC
2
Integrated Wealth Concepts
Massachusetts
$7.13M -$763K -40,235 -10%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.17M +$5.15M +271,388 New
IWP
4
Innova Wealth Partners
Pennsylvania
$4.28M +$1.07M +56,543 +33%
BP
5
BWM Planning
Texas
$3.32M -$793K -41,797 -19%
MG
6
Mather Group
Illinois
$3.01M +$3.03M +159,751 New
WW
7
Wright Wealth
Georgia
$2.57M -$8.42K -444 -0.3%
TP
8
Trailhead Planners
Minnesota
$1.9M +$256K +13,478 +15%
WCM
9
WealthTrak Capital Management
Virginia
$1.9M +$28.3K +1,490 +1%
SW
10
SteelPeak Wealth
California
$1.18M +$571K +30,086 +93%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.07M +$802K +42,289 +297%
FA
12
Fermata Advisors
California
$841K +$164K +8,647 +24%
AWM
13
Accurate Wealth Management
Florida
$562K -$709K -37,366 -56%
Betterment LLC
14
Betterment LLC
New York
$503K +$38K +2,006 +8%
WAM
15
Worth Asset Management
Texas
$426K +$81.5K +4,298 +23%
KA
16
Kovack Advisors
Florida
$379K +$381K +20,101 New
PFA
17
Professional Financial Advisors
Nebraska
$290K -$1.3M -68,396 -82%
ACA
18
Aptus Capital Advisors
Alabama
$59K
FFA
19
Farther Finance Advisors
California
$40.7K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$13.9K
Jane Street
21
Jane Street
New York
-$268K -14,930 Closed
TH
22
TCTC Holdings
Texas
-$197 -11 Closed