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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.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

37% more capital invested

Capital invested by funds: $107M → $147M (+$39.3M)

16% more funds holding

Funds holding: 3136 (+5)

1.2% less ownership

Funds ownership: 64.18%62.98% (-1.2%)

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 Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$25.3M +$4.38M +183,707 +22%
BCI
2
Brinker Capital Investments
Pennsylvania
$23.6M -$1.55M -65,090 -6%
OPS
3
Orion Portfolio Solutions
Nebraska
$23.6M -$1.55M -65,090 -6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$12.6M +$12.3M +515,268 New
CWA
5
Continuum Wealth Advisors
New York
$9.34M +$9.09M +381,291 New
MML Investors Services
6
MML Investors Services
Massachusetts
$7.88M +$4.69M +196,822 +158%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.87M +$4.64M +194,840 +154%
IWC
8
Integrated Wealth Concepts
Massachusetts
$5.82M -$161K -6,754 -3%
PAG
9
Private Advisory Group
Washington
$4.76M +$3.04M +127,726 +192%
PFA
10
Professional Financial Advisors
Nebraska
$4.47M +$97.7K +4,102 +2%
SPC
11
Sigma Planning Corp
Michigan
$3.8M -$10.9K -459 -0.3%
WIA
12
World Investment Advisors
California
$3.27M +$212K +8,918 +7%
BP
13
BWM Planning
Texas
$3.03M +$2.94M +123,575 New
BWM
14
BlackDiamond Wealth Management
New York
$3.01M +$639K +26,831 +27%
OC
15
Oppenheimer & Co
New York
$2.15M +$2.09M +87,771 New
RF
16
RHS Financial
California
$1.4M +$201K +8,436 +17%
WI
17
WJ Interests
Texas
$890K +$641K +26,906 +286%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$654K +$151K +6,339 +31%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$625K +$76.3K +3,201 +14%
OAS
20
Optivise Advisory Services
Tennessee
$456K +$443K +18,602 New
MIM
21
Moseley Investment Management
Florida
$368K +$68.3K +2,866 +24%
CP
22
Cumberland Partners
Ontario, Canada
$368K +$357K +15,000 New
AWM
23
Avior Wealth Management
Nebraska
$270K -$35.9K -1,507 -12%
NCM
24
Northwest Capital Management
Oregon
$215K +$13.6K +570 +7%
AWM
25
Accurate Wealth Management
Florida
$204K +$205K +8,621 New

RSST Hedge Fund Activity: Q3 2024 in Review

36 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Return Stacked US Stocks & Managed Futures ETF (RSST) for Q3 2024, worth a combined $147M — up 37% from $107M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSST positions and 7 closed out — a net gain of 6 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $12.3M. The largest seller was Innova Wealth Partners, exiting entirely with an estimated $3M sold.

  • 36 institutional investors held Return Stacked US Stocks & Managed Futures ETF (RSST) as of Q3 2024, up from 31 in Q2 2024.
  • Funds reported $147M of Return Stacked US Stocks & Managed Futures ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 13 funds opened new Return Stacked US Stocks & Managed Futures ETF positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest Return Stacked US Stocks & Managed Futures ETF buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $12.3M added.
  • The largest Return Stacked US Stocks & Managed Futures ETF seller in Q3 2024 was Innova Wealth Partners, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2024.