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Return Stacked US Stocks & Managed Futures ETF

53 hedge funds and large institutions have $174M invested in Return Stacked US Stocks & Managed Futures ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

12% more capital invested

Capital invested by funds: $155M → $174M (+$19.1M)

0.75% more ownership

Funds ownership: 64.09%64.84% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less funds holding

Funds holding: 5653 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.7%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
4
Increased
26
Reduced
16
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
$56.3M +$1.56M +63,774 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.1M -$624K -25,590 -6%
CWA
3
Continuum Wealth Advisors
New York
$10.7M -$1.58M -64,592 -14%
MML Investors Services
4
MML Investors Services
Massachusetts
$10.2M -$1.36M -55,805 -13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.68M +$1.69M +69,218 +38%
WIA
6
World Investment Advisors
California
$6.53M -$71.4K -2,928 -1%
SPC
7
Sigma Planning Corp
Michigan
$5.94M -$218K -8,929 -4%
IWC
8
Integrated Wealth Concepts
Massachusetts
$5.93M +$235K +9,651 +5%
PFA
9
Professional Financial Advisors
Nebraska
$5.82M +$258K +10,570 +5%
WCM
10
WealthTrak Capital Management
Virginia
$5.53M -$11.5K -472 -0.2%
WI
11
WJ Interests
Texas
$5.49M +$527K +21,615 +12%
BP
12
BWM Planning
Texas
$5.14M +$183K +7,515 +4%
IWP
13
Innova Wealth Partners
Pennsylvania
$4.24M +$197K +8,080 +5%
AWM
14
Accurate Wealth Management
Florida
$3.57M +$207K +8,486 +7%
PAG
15
Private Advisory Group
Washington
$3.53M +$1.71M +70,150 +111%
PS
16
Planned Solutions
California
$3.48M +$11.8K +483 +0.4%
MA
17
McGrath & Associates
North Carolina
$2.92M +$300K +12,284 +13%
MPW
18
Magnolia Private Wealth
Pennsylvania
$2.63M +$387K +15,880 +19%
BWM
19
BlackDiamond Wealth Management
New York
$2.31M -$99.4K -4,076 -4%
SWM
20
Stapp Wealth Management
Washington
$1.97M +$44.4K +1,821 +3%
RF
21
RHS Financial
California
$1.77M +$16.7K +685 +1%
FA
22
Fermata Advisors
California
$1.6M +$284K +11,624 +24%
TWM
23
Triton Wealth Management
Arizona
$1.57M +$429K +17,575 +46%
BCI
24
Brinker Capital Investments
Pennsylvania
$912K -$64.6K -2,648 -7%
ASN
25
Advisory Services Network
Georgia
$891K +$3.66K +150 +0.4%

RSST Hedge Fund Activity: Q3 2025 in Review

53 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Return Stacked US Stocks & Managed Futures ETF (RSST) for Q3 2025, worth a combined $174M — up 12% from $155M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RSST and 4 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 26 added.

The largest buyer was Private Advisory Group, adding an estimated $1.71M. The largest seller was Oregon Pacific Wealth Management, cutting an estimated $3.8M.

  • 53 institutional investors held Return Stacked US Stocks & Managed Futures ETF (RSST) as of Q3 2025, down from 56 in Q2 2025.
  • Funds reported $174M of Return Stacked US Stocks & Managed Futures ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 4 funds opened new Return Stacked US Stocks & Managed Futures ETF positions in Q3 2025 and 7 closed out, a net change of -3 holders.
  • The largest Return Stacked US Stocks & Managed Futures ETF buyer in Q3 2025 was Private Advisory Group, an estimated $1.71M added.
  • The largest Return Stacked US Stocks & Managed Futures ETF seller in Q3 2025 was Oregon Pacific Wealth Management, an estimated $3.8M sold.

Based on aggregated 13F filings for Q3 2025.