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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$17.5M |
| 2 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$3.52M |
| 3 |
PS
Planned Solutions
Folsom,
California
|
+$3M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$2.92M |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.24M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.63M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.63M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$390K |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$63.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $21.9K | +$21.9K | +915 | New |
|
|
MAS
52
MPWM Advisory Solutions
Alpharetta,
Georgia
| $19.9K | +$20K | +834 | New |
|
|
CA
53
CoreCap Advisors
Southfield,
Michigan
| $13.2K | – | – | – |
|
|
LC
54
Luminist Capital
Grand Rapids,
Michigan
| $8.1K | +$8.12K | +339 | New |
|
55
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | -$48 | -2 | -0.9% |
|
|
AWM
56
AE Wealth Management
Topeka,
Kansas
| $2.13K | +$2.13K | +89 | New |
|
|
AP
57
Aspect Partners
Fairfax,
Virginia
| $2.01K | +$2.01K | +84 | New |
|
58
Fidelity Investments
Boston,
Massachusetts
| $478 | +$479 | +20 | New |
|
|
TH
59
TCTC Holdings
Dallas,
Texas
| $191 | – | – | – |
|
60
UBS Group
Zurich,
Switzerland
| – | -$25.8K | -1,051 | Closed |
|
|
IA
61
IFP Advisors
Tampa,
Florida
| – | -$2.35K | -96 | Closed |
|
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.