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Return Stacked US Stocks & Managed Futures ETF
RSST

59 hedge funds and large institutions have $187M invested in Return Stacked US Stocks & Managed Futures ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 2

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

64% more funds holding

Funds holding: 36 → 59 (+23)

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

28% more capital invested

Capital invested by funds: $147M → $187M (+$40.5M)

9.27% more ownership

Funds ownership: 62.98% → 72.25% (+9.3%)

Holders
59
Holders Change
+23
Holders Change %
+63.89%
% of All Funds
0.78%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
25
Increased
18
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$17.5M
2
IWP
Innova Wealth Partners
Pennsylvania
+$3.52M
3
PS
Planned Solutions
California
+$3M
4
AWM
Axxcess Wealth Management
California
+$2.92M
5
PAG
Private Advisory Group
Washington
+$2.83M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$9.24M
2
BCI
Brinker Capital Investments
Pennsylvania
-$1.63M
3
OPS
Orion Portfolio Solutions
Nebraska
-$1.63M
4
WIA
World Investment Advisors
California
-$390K
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$63.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.14M +$499K +20,832 +78%
MWML
27
M Wealth Management LLC
California
$950K +$952K +39,744 New
FS
28
Ferguson Shapiro
Georgia
$780K +$781K +32,629 New
AWM
29
Accurate Wealth Management
Florida
$690K +$469K +19,584 +227%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$654K +$44.5K +1,860 +7%
BCG
31
Bravias Capital Group
New Jersey
$565K +$541K +22,612 New
OAS
32
Optivise Advisory Services
Tennessee
$416K -$29.1K -1,216 -7%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$377K +$378K +15,772 New
CP
34
Cumberland Partners
Ontario, Canada
$359K – – –
OWP
35
ORG Wealth Partners
Texas
$348K +$348K +14,545 New
AI
36
Atria Investments
North Carolina
$338K +$338K +14,131 New
ASN
37
Advisory Services Network
Georgia
$338K +$338K +14,126 New
MIM
38
Moseley Investment Management
Florida
$337K -$21.5K -897 -6%
OP
39
ORG Partners
Indiana
$322K +$321K +13,423 +24,405%
HighTower Advisors
40
HighTower Advisors
Illinois
$321K +$321K +13,417 New
SWA
41
Stratos Wealth Advisors
Ohio
$307K +$307K +12,831 New
AWM
42
Avior Wealth Management
Nebraska
$263K – – –
WAM
43
Worth Asset Management
Texas
$219K +$220K +9,177 New
NCM
44
Northwest Capital Management
Oregon
$210K – – –
Betterment LLC
45
Betterment LLC
New York
$200K +$4.24K +177 +2%
Morgan Stanley
46
Morgan Stanley
New York
$138K +$38.4K +1,602 +38%
CA
47
Cohalo Advisory
Washington
$72.7K +$72.8K +3,040 New
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$63.2K -$63.2K -2,639 -51%
FFA
49
Farther Finance Advisors
California
$57.4K +$23.9K +1,000 +71%
Osaic Holdings
50
Osaic Holdings
Arizona
$44.3K +$8.84K +369 +25%
1
2
3

RSST Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Return Stacked US Stocks & Managed Futures ETF (RSST) for Q4 2024, worth a combined $187M — up 28% from $147M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSST positions and 2 closed out — a net gain of 23 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $17.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $9.24M.

  • 59 institutional investors held Return Stacked US Stocks & Managed Futures ETF (RSST) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $187M of Return Stacked US Stocks & Managed Futures ETF stock for Q4 2024, up 28% quarter-over-quarter.
  • 25 funds opened new Return Stacked US Stocks & Managed Futures ETF positions in Q4 2024 and 2 closed out, a net change of +23 holders.
  • The largest Return Stacked US Stocks & Managed Futures ETF buyer in Q4 2024 was Carson Wealth (CWM LLC), an estimated $17.5M added.
  • The largest Return Stacked US Stocks & Managed Futures ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2024.