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Return Stacked US Stocks & Managed Futures ETF

56 hedge funds and large institutions have $155M invested in Return Stacked US Stocks & Managed Futures ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

4.23% less ownership

Funds ownership: 68.32%64.09% (-4.2%)

10% less capital invested

Capital invested by funds: $172M → $155M (-$16.7M)

14% less funds holding

Funds holding: 6556 (-9)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
56
Holders Change
-9
Holders Change %
-13.85%
% of All Funds
0.74%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
30
Reduced
14
Closed
16
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
$48.1M +$4.89M +229,536 +13%
CWA
2
Continuum Wealth Advisors
New York
$11M +$310K +14,531 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.4M +$1.74M +81,807 +23%
MML Investors Services
4
MML Investors Services
Massachusetts
$10.3M +$1.76M +82,373 +23%
WIA
5
World Investment Advisors
California
$5.82M +$1.55M +72,503 +41%
SPC
6
Sigma Planning Corp
Michigan
$5.44M -$55.6K -2,610 -1%
IWC
7
Integrated Wealth Concepts
Massachusetts
$5M +$253K +11,872 +6%
WCM
8
WealthTrak Capital Management
Virginia
$4.89M +$469K +22,008 +12%
PFA
9
Professional Financial Advisors
Nebraska
$4.88M +$269K +12,636 +6%
BP
10
BWM Planning
Texas
$4.35M +$538K +25,247 +16%
WI
11
WJ Interests
Texas
$4.33M +$1.21M +56,852 +44%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.28M +$2.43M +114,196 +165%
OPWM
13
Oregon Pacific Wealth Management
Oregon
$3.93M -$234K -10,977 -6%
IWP
14
Innova Wealth Partners
Pennsylvania
$3.55M -$3.52K -165 -0.1%
PS
15
Planned Solutions
California
$3.06M +$84.7K +3,975 +3%
AWM
16
Accurate Wealth Management
Florida
$2.97M +$201K +9,421 +8%
MA
17
McGrath & Associates
North Carolina
$2.29M +$418K +19,593 +25%
BWM
18
BlackDiamond Wealth Management
New York
$2.13M +$85.1K +3,993 +5%
MPW
19
Magnolia Private Wealth
Pennsylvania
$1.95M -$2.77M -130,080 -61%
FTUS
20
Flow Traders U.S.
New York
$1.7M +$1.04M +48,614 +202%
SWM
21
Stapp Wealth Management
Washington
$1.69M +$1.55M +72,515 New
RF
22
RHS Financial
California
$1.54M +$97.8K +4,588 +7%
PAG
23
Private Advisory Group
Washington
$1.48M -$231K -10,819 -15%
FA
24
Fermata Advisors
California
$1.14M +$433K +20,310 +71%
TWM
25
Triton Wealth Management
Arizona
$942K +$816K +38,274 New

RSST Hedge Fund Activity: Q2 2025 in Review

56 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Return Stacked US Stocks & Managed Futures ETF (RSST) for Q2 2025, worth a combined $155M — down 9.7% from $172M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of RSST and 8 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 30 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $4.89M. The largest seller was Brinker Capital Investments, cutting an estimated $18M.

  • 56 institutional investors held Return Stacked US Stocks & Managed Futures ETF (RSST) as of Q2 2025, down from 65 in Q1 2025.
  • Funds reported $155M of Return Stacked US Stocks & Managed Futures ETF stock for Q2 2025, down 9.7% quarter-over-quarter.
  • 8 funds opened new Return Stacked US Stocks & Managed Futures ETF positions in Q2 2025 and 16 closed out, a net change of -8 holders.
  • The largest Return Stacked US Stocks & Managed Futures ETF buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $4.89M added.
  • The largest Return Stacked US Stocks & Managed Futures ETF seller in Q2 2025 was Brinker Capital Investments, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2025.