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Return Stacked Global Stocks & Bonds ETF

28 hedge funds and large institutions have $225M invested in Return Stacked Global Stocks & Bonds ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.44M
2 -$2.82M
3 -$1.62M
4
Jane Street
Jane Street
New York
-$718K
5
Wells Fargo
Wells Fargo
California
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$100M
WI
2
WJ Interests
Texas
$45.3M
IWC
3
Integrated Wealth Concepts
Massachusetts
$25.7M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.4M
AP
5
Aspect Partners
Virginia
$7.43M
BPW
6
BLVD Private Wealth
Kentucky
$5.5M
WIA
7
World Investment Advisors
California
$4.79M
ACM
8
Avos Capital Management
Washington
$3.46M
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$3.4M
OPWM
10
Oregon Pacific Wealth Management
Oregon
$3.33M
AWM
11
Accurate Wealth Management
Florida
$3.25M
PFA
12
Professional Financial Advisors
Nebraska
$2.46M
FA
13
Fermata Advisors
California
$1.37M
WAM
14
Worth Asset Management
Texas
$1.19M
NWM
15
Napa Wealth Management
California
$1.17M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.12M
PAG
17
Private Advisory Group
Washington
$990K
MML Investors Services
18
MML Investors Services
Massachusetts
$720K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$595K
BWMG
20
Barnes Wealth Management Group
California
$232K
ACA
21
Aptus Capital Advisors
Alabama
$111K
JP Morgan Chase
22
JP Morgan Chase
New York
$97.5K
CA
23
Cohalo Advisory
Washington
$78.3K
CA
24
CoreCap Advisors
Michigan
$30.1K
TWD
25
True Wealth Design
Ohio
$21.2K