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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.

Holders
59
Holders Change
+23
Holders Change %
+63.89%
% of All Funds
0.79%
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 Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$42.1M 1,761,418 +730,206 +71%
OPS
2
Orion Portfolio Solutions
Nebraska
$21.4M 895,628 -67,971 -7%
BCI
3
Brinker Capital Investments
Pennsylvania
$21.4M 895,628 -67,971 -7%
CWA
4
Continuum Wealth Advisors
New York
$10.3M 429,488 +48,197 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.31M 347,815 +26,553 +8%
MML Investors Services
6
MML Investors Services
Massachusetts
$8.25M 345,329 +23,855 +7%
PAG
7
Private Advisory Group
Washington
$7.47M 312,588 +118,295 +61%
SPC
8
Sigma Planning Corp
Michigan
$5.81M 242,993 +87,961 +57%
IWC
9
Integrated Wealth Concepts
Massachusetts
$5.76M 240,953 +3,225 +1%
OPWM
10
Oregon Pacific Wealth Management
Oregon
$5.47M 228,901 +228,901 New
PFA
11
Professional Financial Advisors
Nebraska
$4.46M 186,814 +4,185 +2%
WCM
12
WealthTrak Capital Management
Virginia
$4.44M 185,572 +185,572 New
IWP
13
Innova Wealth Partners
Pennsylvania
$3.51M 146,858 +146,858 New
BP
14
BWM Planning
Texas
$3.42M 143,266 +19,691 +16%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.09M 129,470 -385,798 -75%
PS
16
Planned Solutions
California
$3M 125,480 +125,480 New
BWM
17
BlackDiamond Wealth Management
New York
$2.94M 123,188 -1,954 -2%
AWM
18
Axxcess Wealth Management
California
$2.91M 121,909 +121,909 New
WIA
19
World Investment Advisors
California
$2.8M 117,121 -16,295 -12%
CL
20
CLG LLC
California
$2.4M 100,406 +100,406 New
WI
21
WJ Interests
Texas
$2.21M 92,393 +56,077 +154%
OC
22
Oppenheimer & Co
New York
$2.04M 85,465 -2,306 -3%
MPW
23
Magnolia Private Wealth
Pennsylvania
$1.5M 62,960 +62,960 New
RF
24
RHS Financial
California
$1.33M 55,719 -1,595 -3%
MA
25
McGrath & Associates
North Carolina
$1.15M 48,083 +48,083 New