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Return Stacked US Stocks & Managed Futures ETF

57 hedge funds and large institutions have $215M invested in Return Stacked US Stocks & Managed Futures ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
57
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
$63.8M
PAG
2
Private Advisory Group
Washington
$12.7M
CWA
3
Continuum Wealth Advisors
New York
$12.4M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.44M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.09M
MML Investors Services
6
MML Investors Services
Massachusetts
$8.67M
TWM
7
Triton Wealth Management
Arizona
$6.89M
IWC
8
Integrated Wealth Concepts
Massachusetts
$6.43M
BP
9
BWM Planning
Texas
$6.38M
WI
10
WJ Interests
Texas
$6.18M
SPC
11
Sigma Planning Corp
Michigan
$6.05M
IWP
12
Innova Wealth Partners
Pennsylvania
$5.85M
WCM
13
WealthTrak Capital Management
Virginia
$5.5M
WIA
14
World Investment Advisors
California
$4.58M
BIG
15
Brookwood Investment Group
Arizona
$4.46M
FA
16
Fermata Advisors
California
$4.44M
PFA
17
Professional Financial Advisors
Nebraska
$4.2M
WW
18
Wright Wealth
Georgia
$4.05M
AWM
19
Accurate Wealth Management
Florida
$3.95M
MA
20
McGrath & Associates
North Carolina
$3.54M
PS
21
Planned Solutions
California
$3.48M
BWM
22
BlackDiamond Wealth Management
New York
$2.64M
MPW
23
Magnolia Private Wealth
Pennsylvania
$2.42M
SWM
24
Stapp Wealth Management
Washington
$2.1M
RF
25
RHS Financial
California
$1.58M