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Return Stacked US Stocks & Managed Futures ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 15 (+4)

64% more funds holding

Funds holding: 3659 (+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%)

Holders
59
Holders Change
+23
Holders Change %
+63.89%
% of All Funds
0.78%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
25
Increased
18
Reduced
11
Closed
2
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
$42.1M +$17.5M +730,206 +71%
BCI
2
Brinker Capital Investments
Pennsylvania
$21.4M -$1.63M -67,971 -7%
OPS
3
Orion Portfolio Solutions
Nebraska
$21.4M -$1.63M -67,971 -7%
CWA
4
Continuum Wealth Advisors
New York
$10.3M +$1.15M +48,197 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.31M +$636K +26,553 +8%
MML Investors Services
6
MML Investors Services
Massachusetts
$8.25M +$571K +23,855 +7%
PAG
7
Private Advisory Group
Washington
$7.47M +$2.83M +118,295 +61%
SPC
8
Sigma Planning Corp
Michigan
$5.81M +$2.11M +87,961 +57%
IWC
9
Integrated Wealth Concepts
Massachusetts
$5.76M +$77.2K +3,225 +1%
OPWM
10
Oregon Pacific Wealth Management
Oregon
$5.47M +$5.48M +228,901 New
PFA
11
Professional Financial Advisors
Nebraska
$4.46M +$100K +4,185 +2%
WCM
12
WealthTrak Capital Management
Virginia
$4.44M +$4.44M +185,572 New
IWP
13
Innova Wealth Partners
Pennsylvania
$3.51M +$3.52M +146,858 New
BP
14
BWM Planning
Texas
$3.42M +$471K +19,691 +16%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.09M -$9.24M -385,798 -75%
PS
16
Planned Solutions
California
$3M +$3M +125,480 New
BWM
17
BlackDiamond Wealth Management
New York
$2.94M -$46.8K -1,954 -2%
AWM
18
Axxcess Wealth Management
California
$2.91M +$2.92M +121,909 New
WIA
19
World Investment Advisors
California
$2.8M -$390K -16,295 -12%
CL
20
CLG LLC
California
$2.4M +$2.4M +100,406 New
WI
21
WJ Interests
Texas
$2.21M +$1.34M +56,077 +154%
OC
22
Oppenheimer & Co
New York
$2.04M -$55.2K -2,306 -3%
MPW
23
Magnolia Private Wealth
Pennsylvania
$1.5M +$1.51M +62,960 New
RF
24
RHS Financial
California
$1.33M -$38.2K -1,595 -3%
MA
25
McGrath & Associates
North Carolina
$1.15M +$1.15M +48,083 New

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.