RSST icon

Return Stacked US Stocks & Managed Futures ETF

36 hedge funds and large institutions have $147M invested in Return Stacked US Stocks & Managed Futures ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
13
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$25.3M 1,031,212 +183,707 +22%
BCI
2
Brinker Capital Investments
Pennsylvania
$23.6M 963,599 -65,090 -6%
OPS
3
Orion Portfolio Solutions
Nebraska
$23.6M 963,599 -65,090 -6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$12.6M 515,268 +515,268 New
CWA
5
Continuum Wealth Advisors
New York
$9.34M 381,291 +381,291 New
MML Investors Services
6
MML Investors Services
Massachusetts
$7.88M 321,474 +196,822 +158%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.87M 321,262 +194,840 +154%
IWC
8
Integrated Wealth Concepts
Massachusetts
$5.82M 237,728 -6,754 -3%
PAG
9
Private Advisory Group
Washington
$4.76M 194,293 +127,726 +192%
PFA
10
Professional Financial Advisors
Nebraska
$4.47M 182,629 +4,102 +2%
SPC
11
Sigma Planning Corp
Michigan
$3.8M 155,032 -459 -0.3%
WIA
12
World Investment Advisors
California
$3.27M 133,416 +8,918 +7%
BP
13
BWM Planning
Texas
$3.03M 123,575 +123,575 New
BWM
14
BlackDiamond Wealth Management
New York
$3.01M 125,142 +26,831 +27%
OC
15
Oppenheimer & Co
New York
$2.15M 87,771 +87,771 New
RF
16
RHS Financial
California
$1.4M 57,314 +8,436 +17%
WI
17
WJ Interests
Texas
$890K 36,316 +26,906 +286%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$654K 26,706 +6,339 +31%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$625K 25,503 +3,201 +14%
OAS
20
Optivise Advisory Services
Tennessee
$456K 18,602 +18,602 New
MIM
21
Moseley Investment Management
Florida
$368K 15,018 +2,866 +24%
CP
22
Cumberland Partners
Ontario, Canada
$368K 15,000 +15,000 New
AWM
23
Avior Wealth Management
Nebraska
$270K 11,014 -1,507 -12%
NCM
24
Northwest Capital Management
Oregon
$215K 8,793 +570 +7%
AWM
25
Accurate Wealth Management
Florida
$204K 8,621 +8,621 New