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Return Stacked US Stocks & Managed Futures ETF
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Overview Fund Activity

65 hedge funds and large institutions have $172M invested in Return Stacked US Stocks & Managed Futures ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
13
Increased
24
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Accurate Wealth Management
Florida
$2.26M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$40.5M
3
MPW
3
Magnolia Private Wealth
Pennsylvania
$2.19M
4
WIA
4
World Investment Advisors
California
$3.91M
5
CGH
5
Crossmark Global Holdings
Texas
$1.17M

Top Sellers

1
PAG
1
Private Advisory Group
Washington
$1.64M
2
CL
2
CLG LLC
California
$0
3
OC
3
Oppenheimer & Co
New York
$0
4
AWM
4
Axxcess Wealth Management
California
$1.32M
5
OPWM
5
Oregon Pacific Wealth Management
Oregon
$3.97M
Name Market Value Shares Shares
Change 		Shares
Change %
CGH
26
Crossmark Global Holdings
Texas
$1.17M 53,015 +53,015 New
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$812K 36,772 +36,772 New
MWML
28
M Wealth Management LLC
California
$803K 36,344 -3,400 -9%
FS
29
Ferguson Shapiro
Georgia
$659K 29,845 -2,784 -9%
FA
30
Fermata Advisors
California
$631K 28,564 +28,564 New
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$602K 27,259 -104 -0.4%
ASN
32
Advisory Services Network
Georgia
$570K 25,812 +11,686 +83%
Jane Street
33
Jane Street
New York
$550K 24,919 +24,919 New
FTUS
34
Flow Traders U.S.
New York
$532K 24,067 +24,067 New
BCG
35
Bravias Capital Group
New Jersey
$495K 22,425 -187 -0.8%
RWRC
36
R.W. Roge & Company
New York
$432K 19,576 +19,576 New
OP
37
ORG Partners
Indiana
$370K 16,745 +3,267 +24%
CP
38
Cumberland Partners
Ontario, Canada
$331K 15,000 – –
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$326K 14,752 -1,020 -6%
OWP
40
ORG Wealth Partners
Texas
$322K 14,555 +10 +0.1%
AI
41
Atria Investments
North Carolina
$312K 14,142 +11 +0.1%
MIM
42
Moseley Investment Management
Florida
$295K 13,361 -760 -5%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$291K 13,181 +13,181 New
CA
44
Claro Advisors
Massachusetts
$284K 12,843 +12,843 New
SWA
45
Stratos Wealth Advisors
Ohio
$278K 12,564 -267 -2%
AWM
46
Avior Wealth Management
Nebraska
$241K 10,888 -126 -1%
HighTower Advisors
47
HighTower Advisors
Illinois
$237K 10,718 -2,699 -20%
OAS
48
Optivise Advisory Services
Tennessee
$236K 10,681 -6,705 -39%
NCM
49
Northwest Capital Management
Oregon
$195K 8,823 +30 +0.3%
FFA
50
Farther Finance Advisors
California
$153K 6,925 +4,525 +189%
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