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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 %
UBS Group
51
UBS Group
Switzerland
$108K 4,879 +4,879 New
CA
52
Cohalo Advisory
Washington
$74.7K 3,382 +342 +11%
Morgan Stanley
53
Morgan Stanley
New York
$66K 2,988 -2,800 -48%
MAS
54
MPWM Advisory Solutions
Georgia
$18.4K 834 – –
CA
55
CoreCap Advisors
Michigan
$12.2K 551 – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$8.62K 390 +390 New
LC
57
Luminist Capital
Michigan
$7.49K 339 – –
CCM
58
Coldstream Capital Management
Washington
$5.9K 267 +267 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$5K 221 – –
AP
60
Aspect Partners
Virginia
$4.55K 206 +122 +145%
AWM
61
AE Wealth Management
Kansas
$1.97K 89 – –
Osaic Holdings
62
Osaic Holdings
Arizona
$1.39K 63 -1,789 -97%
Wells Fargo
63
Wells Fargo
California
$1.08K 49 +49 New
AssetMark Inc
64
AssetMark Inc
California
$464 21 +21 New
TH
65
TCTC Holdings
Texas
$177 8 – –
CL
66
CLG LLC
California
– – -100,406 Closed
OC
67
Oppenheimer & Co
New York
– – -85,465 Closed
WAM
68
Worth Asset Management
Texas
– – -9,177 Closed
Betterment LLC
69
Betterment LLC
New York
– – -8,369 Closed
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
– – -2,577 Closed
HI
71
Harbour Investments
Wisconsin
– – -915 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
– – -20 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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