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Return Stacked Global Stocks & Bonds ETF

9 hedge funds and large institutions have $115M invested in Return Stacked Global Stocks & Bonds ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 1 closing their positions.

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
6
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$47.4M 2,087,535 +2,087,535 New
WI
2
WJ Interests
Texas
$28.8M 1,268,240 +58,158 +5%
IWC
3
Integrated Wealth Concepts
Massachusetts
$22.8M 1,004,859 +216,332 +27%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.88M 171,044 +171,044 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.78M 166,452 +166,452 New
AP
6
Aspect Partners
Virginia
$2.79M 122,963 +109,539 +816%
Jane Street
7
Jane Street
New York
$2.17M 95,579 +43,058 +82%
PFA
8
Professional Financial Advisors
Nebraska
$1.77M 78,121 +1,726 +2%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$1.29M 56,698 +34,912 +160%
UBS Group
10
UBS Group
Switzerland
-2,421 Closed
CFGS
11
Concourse Financial Group Securities
Alabama