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Return Stacked US Stocks & Managed Futures ETF

65 hedge funds and large institutions have $172M invested in Return Stacked US Stocks & Managed Futures ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 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

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

10% more funds holding

Funds holding: 5965 (+6)

3.93% less ownership

Funds ownership: 72.25%68.32% (-3.9%)

8% less capital invested

Capital invested by funds: $187M → $172M (-$15.2M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
13
Increased
24
Reduced
21
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
$40.5M +$1.7M +71,257 +4%
BCI
2
Brinker Capital Investments
Pennsylvania
$19.5M -$292K -12,202 -1%
OPS
3
Orion Portfolio Solutions
Nebraska
$19.5M -$292K -12,202 -1%
CWA
4
Continuum Wealth Advisors
New York
$10.1M +$640K +26,802 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.01M +$353K +14,786 +4%
MML Investors Services
6
MML Investors Services
Massachusetts
$7.92M +$319K +13,334 +4%
SPC
7
Sigma Planning Corp
Michigan
$5.21M -$170K -7,097 -3%
IWC
8
Integrated Wealth Concepts
Massachusetts
$4.47M -$919K -38,446 -16%
PFA
9
Professional Financial Advisors
Nebraska
$4.35M +$239K +10,022 +5%
WCM
10
WealthTrak Capital Management
Virginia
$4.14M +$45.4K +1,900 +1%
OPWM
11
Oregon Pacific Wealth Management
Oregon
$3.97M -$1.18M -49,226 -22%
WIA
12
World Investment Advisors
California
$3.91M +$1.43M +60,017 +51%
BP
13
BWM Planning
Texas
$3.57M +$434K +18,176 +13%
IWP
14
Innova Wealth Partners
Pennsylvania
$3.36M +$129K +5,386 +4%
WI
15
WJ Interests
Texas
$2.85M +$871K +36,448 +39%
PS
16
Planned Solutions
California
$2.81M +$39.2K +1,642 +1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.41M -$485K -20,284 -16%
AWM
18
Accurate Wealth Management
Florida
$2.26M +$2.05M +85,683 +304%
MPW
19
Magnolia Private Wealth
Pennsylvania
$2.19M +$3.6M +150,746 +239%
BWM
20
BlackDiamond Wealth Management
New York
$1.83M -$853K -35,710 -29%
MA
21
McGrath & Associates
North Carolina
$1.73M +$725K +30,344 +63%
PAG
22
Private Advisory Group
Washington
$1.64M -$5.7M -238,459 -76%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.53M +$517K +21,639 +46%
RF
24
RHS Financial
California
$1.36M +$141K +5,903 +11%
AWM
25
Axxcess Wealth Management
California
$1.32M -$1.49M -62,330 -51%

RSST Hedge Fund Activity: Q1 2025 in Review

65 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Return Stacked US Stocks & Managed Futures ETF (RSST) for Q1 2025, worth a combined $172M — down 8.1% from $187M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSST positions and 7 closed out — a net gain of 6 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Magnolia Private Wealth, adding an estimated $3.6M. The largest seller was Private Advisory Group, cutting an estimated $5.7M.

  • 65 institutional investors held Return Stacked US Stocks & Managed Futures ETF (RSST) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $172M of Return Stacked US Stocks & Managed Futures ETF stock for Q1 2025, down 8.1% quarter-over-quarter.
  • 13 funds opened new Return Stacked US Stocks & Managed Futures ETF positions in Q1 2025 and 7 closed out, a net change of +6 holders.
  • The largest Return Stacked US Stocks & Managed Futures ETF buyer in Q1 2025 was Magnolia Private Wealth, an estimated $3.6M added.
  • The largest Return Stacked US Stocks & Managed Futures ETF seller in Q1 2025 was Private Advisory Group, an estimated $5.7M sold.

Based on aggregated 13F filings for Q1 2025.