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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
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$109M +$6.28M +219,707 +6%
FS
2
Ferguson Shapiro
Georgia
$47.4M +$4.1M +143,677 +9%
WI
3
WJ Interests
Texas
$44.4M +$3.07M +107,386 +7%
IWC
4
Integrated Wealth Concepts
Massachusetts
$28.8M -$3.86M -135,043 -11%
WW
5
Wright Wealth
Georgia
$16.2M +$1.25M +43,706 +8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.3M +$451K +15,787 +3%
PFA
7
Professional Financial Advisors
Nebraska
$11.6M +$9.65M +337,829 +379%
WIA
8
World Investment Advisors
California
$8.36M +$588K +20,594 +7%
AP
9
Aspect Partners
Virginia
$7.61M +$510K +17,837 +7%
BPW
10
BLVD Private Wealth
Kentucky
$4.71M -$541K -18,940 -10%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$3.86M +$543K +19,023 +15%
FA
12
Fermata Advisors
California
$3.72M +$1.97M +68,927 +102%
Jane Street
13
Jane Street
New York
$2.85M +$2.99M +104,788 New
AWM
14
Accurate Wealth Management
Florida
$2.79M -$472K -16,524 -14%
FBFS
15
First Business Financial Services
Wisconsin
$2.13M +$2.23M +78,208 New
NHC
16
Nicholas Hoffman & Company
Georgia
$1.81M +$1.9M +66,517 New
MG
17
Mather Group
Illinois
$1.6M +$1.68M +58,635 New
OPWM
18
Oregon Pacific Wealth Management
Oregon
$1.55M -$789K -27,624 -33%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.08M
MML Investors Services
20
MML Investors Services
Massachusetts
$988K +$160K +5,588 +18%
PAG
21
Private Advisory Group
Washington
$946K -$7.68K -269 -0.8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$839K +$205K +7,178 +30%
BRPW
23
Ballast Rock Private Wealth
South Carolina
$704K +$488K +17,090 +194%
WAM
24
Worth Asset Management
Texas
$665K -$515K -18,015 -42%
JP Morgan Chase
25
JP Morgan Chase
New York
$617K +$296K +10,346 +80%