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Return Stacked US Stocks & Managed Futures ETF

51 hedge funds and large institutions have $170M invested in Return Stacked US Stocks & Managed Futures ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
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
$56.3M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.1M
CWA
3
Continuum Wealth Advisors
New York
$10.7M
MML Investors Services
4
MML Investors Services
Massachusetts
$10.2M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.68M
WIA
6
World Investment Advisors
California
$6.53M
SPC
7
Sigma Planning Corp
Michigan
$5.94M
IWC
8
Integrated Wealth Concepts
Massachusetts
$5.93M
PFA
9
Professional Financial Advisors
Nebraska
$5.82M
WCM
10
WealthTrak Capital Management
Virginia
$5.53M
WI
11
WJ Interests
Texas
$5.49M
BP
12
BWM Planning
Texas
$5.14M
AWM
13
Accurate Wealth Management
Florida
$3.57M
PAG
14
Private Advisory Group
Washington
$3.53M
PS
15
Planned Solutions
California
$3.48M
MA
16
McGrath & Associates
North Carolina
$2.92M
MPW
17
Magnolia Private Wealth
Pennsylvania
$2.63M
BWM
18
BlackDiamond Wealth Management
New York
$2.31M
SWM
19
Stapp Wealth Management
Washington
$1.97M
RF
20
RHS Financial
California
$1.77M
FA
21
Fermata Advisors
California
$1.6M
TWM
22
Triton Wealth Management
Arizona
$1.57M
BCI
23
Brinker Capital Investments
Pennsylvania
$912K
ASN
24
Advisory Services Network
Georgia
$891K
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$809K