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Return Stacked US Stocks & Managed Futures ETF

52 hedge funds and large institutions have $196M invested in Return Stacked US Stocks & Managed Futures ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

12% more capital invested

Capital invested by funds: $174M → $196M (+$21.5M)

2% less funds holding

Funds holding: 5352 (-1)

2.97% less ownership

Funds ownership: 64.84%61.87% (-3%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.63%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
3
Increased
24
Reduced
19
Closed
4
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
$62.2M +$1.86M +66,972 +3%
CWA
2
Continuum Wealth Advisors
New York
$11.9M +$360K +12,961 +3%
MML Investors Services
3
MML Investors Services
Massachusetts
$9.9M -$998K -35,983 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.88M -$1.95M -70,269 -17%
IWC
5
Integrated Wealth Concepts
Massachusetts
$7.63M +$1.25M +45,095 +20%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.46M +$291K +10,496 +4%
TWM
7
Triton Wealth Management
Arizona
$7.04M +$5.04M +181,805 +326%
SPC
8
Sigma Planning Corp
Michigan
$6.18M -$175K -6,323 -3%
PFA
9
Professional Financial Advisors
Nebraska
$6.14M -$94.4K -3,401 -2%
WCM
10
WealthTrak Capital Management
Virginia
$5.78M -$147K -5,293 -3%
BP
11
BWM Planning
Texas
$5.69M +$185K +6,676 +3%
WI
12
WJ Interests
Texas
$5.59M -$279K -10,060 -5%
IWP
13
Innova Wealth Partners
Pennsylvania
$5.16M +$609K +21,960 +14%
WIA
14
World Investment Advisors
California
$4.61M -$2.33M -84,053 -34%
PAG
15
Private Advisory Group
Washington
$4.4M +$599K +21,590 +16%
AWM
16
Accurate Wealth Management
Florida
$4.05M +$118K +4,270 +3%
WW
17
Wright Wealth
Georgia
$4.02M +$3.93M +141,720 New
PS
18
Planned Solutions
California
$3.54M -$188K -6,774 -5%
MA
19
McGrath & Associates
North Carolina
$3.35M +$223K +8,023 +7%
BWM
20
BlackDiamond Wealth Management
New York
$2.79M +$117K +4,219 +5%
MPW
21
Magnolia Private Wealth
Pennsylvania
$2.7M -$122K -4,393 -4%
FA
22
Fermata Advisors
California
$2.18M +$455K +16,401 +27%
SWM
23
Stapp Wealth Management
Washington
$2.13M +$24.6K +888 +1%
RF
24
RHS Financial
California
$1.84M -$58.3K -2,102 -3%
BCI
25
Brinker Capital Investments
Pennsylvania
$1.02M +$37.4K +1,348 +4%

RSST Hedge Fund Activity: Q4 2025 in Review

52 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Return Stacked US Stocks & Managed Futures ETF (RSST) for Q4 2025, worth a combined $196M — up 12% from $174M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of RSST and 3 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 24 added.

The largest buyer was Triton Wealth Management, adding an estimated $5.04M. The largest seller was World Investment Advisors, cutting an estimated $2.33M.

  • 52 institutional investors held Return Stacked US Stocks & Managed Futures ETF (RSST) as of Q4 2025, down from 53 in Q3 2025.
  • Funds reported $196M of Return Stacked US Stocks & Managed Futures ETF stock for Q4 2025, up 12% quarter-over-quarter.
  • 3 funds opened new Return Stacked US Stocks & Managed Futures ETF positions in Q4 2025 and 4 closed out, a net change of -1 holder.
  • The largest Return Stacked US Stocks & Managed Futures ETF buyer in Q4 2025 was Triton Wealth Management, an estimated $5.04M added.
  • The largest Return Stacked US Stocks & Managed Futures ETF seller in Q4 2025 was World Investment Advisors, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2025.