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Return Stacked US Stocks & Managed Futures ETF

51 hedge funds and large institutions have $196M invested in Return Stacked US Stocks & Managed Futures ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
$62.2M
CWA
2
Continuum Wealth Advisors
New York
$11.9M
MML Investors Services
3
MML Investors Services
Massachusetts
$9.9M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.88M
IWC
5
Integrated Wealth Concepts
Massachusetts
$7.63M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.46M
TWM
7
Triton Wealth Management
Arizona
$7.04M
SPC
8
Sigma Planning Corp
Michigan
$6.18M
PFA
9
Professional Financial Advisors
Nebraska
$6.14M
WCM
10
WealthTrak Capital Management
Virginia
$5.78M
BP
11
BWM Planning
Texas
$5.69M
WI
12
WJ Interests
Texas
$5.59M
IWP
13
Innova Wealth Partners
Pennsylvania
$5.16M
WIA
14
World Investment Advisors
California
$4.61M
PAG
15
Private Advisory Group
Washington
$4.4M
AWM
16
Accurate Wealth Management
Florida
$4.05M
WW
17
Wright Wealth
Georgia
$4.02M
PS
18
Planned Solutions
California
$3.54M
MA
19
McGrath & Associates
North Carolina
$3.35M
BWM
20
BlackDiamond Wealth Management
New York
$2.79M
MPW
21
Magnolia Private Wealth
Pennsylvania
$2.7M
FA
22
Fermata Advisors
California
$2.18M
SWM
23
Stapp Wealth Management
Washington
$2.13M
RF
24
RHS Financial
California
$1.84M
BCI
25
Brinker Capital Investments
Pennsylvania
$1.02M