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Return Stacked US Stocks & Managed Futures ETF

54 hedge funds and large institutions have $155M invested in Return Stacked US Stocks & Managed Futures ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
$48.1M
CWA
2
Continuum Wealth Advisors
New York
$11M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.4M
MML Investors Services
4
MML Investors Services
Massachusetts
$10.3M
WIA
5
World Investment Advisors
California
$5.82M
SPC
6
Sigma Planning Corp
Michigan
$5.44M
IWC
7
Integrated Wealth Concepts
Massachusetts
$5M
WCM
8
WealthTrak Capital Management
Virginia
$4.89M
PFA
9
Professional Financial Advisors
Nebraska
$4.88M
BP
10
BWM Planning
Texas
$4.35M
WI
11
WJ Interests
Texas
$4.33M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.28M
OPWM
13
Oregon Pacific Wealth Management
Oregon
$3.93M
IWP
14
Innova Wealth Partners
Pennsylvania
$3.55M
PS
15
Planned Solutions
California
$3.06M
AWM
16
Accurate Wealth Management
Florida
$2.97M
MA
17
McGrath & Associates
North Carolina
$2.29M
BWM
18
BlackDiamond Wealth Management
New York
$2.13M
MPW
19
Magnolia Private Wealth
Pennsylvania
$1.95M
FTUS
20
Flow Traders U.S.
New York
$1.7M
SWM
21
Stapp Wealth Management
Washington
$1.69M
RF
22
RHS Financial
California
$1.54M
PAG
23
Private Advisory Group
Washington
$1.48M
FA
24
Fermata Advisors
California
$1.14M
TWM
25
Triton Wealth Management
Arizona
$942K