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Return Stacked Global Stocks & Bonds ETF

44 hedge funds and large institutions have $320M invested in Return Stacked Global Stocks & Bonds ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

13% more funds holding

Funds holding: 3944 (+5)

6% more capital invested

Capital invested by funds: $302M → $320M (+$17.4M)

0.1% more ownership

Funds ownership: 74.13%74.23% (+0.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
13
Increased
17
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$541K +$3.77K +132 +0.7%
IWP
27
Innova Wealth Partners
Pennsylvania
$387K +$406K +14,212 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$357K +$375K +13,130 New
SWM
29
Sherman Wealth Management
Maryland
$226K +$237K +8,299 New
Betterment LLC
30
Betterment LLC
New York
$223K +$234K +8,207 New
IA
31
Inspire Advisors
Idaho
$217K +$228K +7,979 New
BWMG
32
Barnes Wealth Management Group
California
$214K -$771 -27 -0.3%
ACA
33
Aptus Capital Advisors
Alabama
$190K
CA
34
Cohalo Advisory
Washington
$71.1K -$2.91K -102 -4%
ZBNA
35
Zions Bancorporation, National Association
Utah
$30.4K +$32K +1,119 New
CA
36
CoreCap Advisors
Michigan
$29.1K
TWD
37
True Wealth Design
Ohio
$21.7K +$1.34K +47 +6%
SPIA
38
Steward Partners Investment Advisory
New York
$14.5K +$15.2K +532 New
FFA
39
Farther Finance Advisors
California
$10.2K -$1.91K -67 -15%
AWM
40
AE Wealth Management
Kansas
$8.35K +$2.46K +86 +39%
UBS Group
41
UBS Group
Switzerland
$4.49K +$4.71K +165 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$3K +$3.46K +121 New
TCM
43
Triumph Capital Management
Colorado
$2.72K
Wells Fargo
44
Wells Fargo
California
$2.01K -$2K -70 -49%
ACM
45
Avos Capital Management
Washington
-$3.49M -124,239 Closed
Cerity Partners
46
Cerity Partners
New York
-$477K -16,947 Closed
AQR Capital Management
47
AQR Capital Management
Connecticut
-$285K -10,141 Closed
FWM
48
Foguth Wealth Management
Michigan
-$239K -8,458 Closed
First Trust Advisors
49
First Trust Advisors
Illinois
-$219K -7,771 Closed
Mariner
50
Mariner
Kansas
-$205K -7,295 Closed