We are live on ! Find out more
RSST icon

Return Stacked US Stocks & Managed Futures ETF

31 hedge funds and large institutions have $107M invested in Return Stacked US Stocks & Managed Futures ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

138% more funds holding

Funds holding: 1331 (+18)

46% more capital invested

Capital invested by funds: $73.3M → $107M (+$33.9M)

24.62% less ownership

Funds ownership: 88.8%64.18% (-25%)

Holders
31
Holders Change
+18
Holders Change %
+138.46%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
12
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$25.2M +$476K +20,076 +2%
OPS
2
Orion Portfolio Solutions
Nebraska
$25.2M +$476K +20,076 +2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$20.8M +$6.28M +265,036 +46%
IWC
4
Integrated Wealth Concepts
Massachusetts
$5.99M +$2.05M +86,629 +55%
PFA
5
Professional Financial Advisors
Nebraska
$4.38M +$20.2K +851 +0.5%
SPC
6
Sigma Planning Corp
Michigan
$3.81M +$3.68M +155,491 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.1M +$2.99M +126,422 New
MML Investors Services
8
MML Investors Services
Massachusetts
$3.06M +$2.95M +124,652 New
WIA
9
World Investment Advisors
California
$3.05M +$2.52M +106,453 +590%
IWP
10
Innova Wealth Partners
Pennsylvania
$3M +$2.14M +90,361 +282%
BWM
11
BlackDiamond Wealth Management
New York
$2.17M +$407K +17,169 +21%
PAG
12
Private Advisory Group
Washington
$1.63M +$1.58M +66,567 New
RF
13
RHS Financial
California
$1.2M +$757K +31,963 +189%
FS
14
Ferguson Shapiro
Georgia
$818K +$791K +33,378 New
Jane Street
15
Jane Street
New York
$601K +$224K +9,469 +63%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$547K +$4.5K +190 +0.9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$499K +$482K +20,367 New
WAM
18
Worth Asset Management
Texas
$324K +$313K +13,203 New
FTUS
19
Flow Traders U.S.
New York
$313K +$302K +12,758 New
AWM
20
Avior Wealth Management
Nebraska
$307K -$31.3K -1,323 -10%
MIM
21
Moseley Investment Management
Florida
$298K +$288K +12,152 New
DWA
22
Delap Wealth Advisory
Oregon
$280K +$270K +11,414 New
WI
23
WJ Interests
Texas
$231K +$223K +9,410 New
NCM
24
Northwest Capital Management
Oregon
$202K +$195K +8,223 New
Morgan Stanley
25
Morgan Stanley
New York
$140K +$135K +5,712 New

RSST Hedge Fund Activity: Q2 2024 in Review

31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Return Stacked US Stocks & Managed Futures ETF (RSST) for Q2 2024, worth a combined $107M — up 46% from $73.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RSST positions and 0 closed out — a net gain of 18 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.28M. The largest seller was Avior Wealth Management, cutting an estimated $31.3K.

  • 31 institutional investors held Return Stacked US Stocks & Managed Futures ETF (RSST) as of Q2 2024, up from 13 in Q1 2024.
  • Funds reported $107M of Return Stacked US Stocks & Managed Futures ETF stock for Q2 2024, up 46% quarter-over-quarter.
  • 18 funds opened new Return Stacked US Stocks & Managed Futures ETF positions in Q2 2024 and 0 closed out, a net change of +18 holders.
  • The largest Return Stacked US Stocks & Managed Futures ETF buyer in Q2 2024 was Carson Wealth (CWM LLC), an estimated $6.28M added.
  • The largest Return Stacked US Stocks & Managed Futures ETF seller in Q2 2024 was Avior Wealth Management, an estimated $31.3K sold.

Based on aggregated 13F filings for Q2 2024.