Return Stacked Global Stocks & Bonds ETF
RSSB
29 hedge funds and large institutions have $206M invested in Return Stacked Global Stocks & Bonds ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
26% more funds holding
Funds holding: 23 → 29 (+6)
12% more capital invested
Capital invested by funds: $185M → $206M (+$21.8M)
0.88% less ownership
Funds ownership: 71.34% → 70.46% (-0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WJ Interests
Sugar Land,
Texas
|
+$1.43M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.02M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$998K |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$924K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$417K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.62M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.19M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$2.86M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.51M |
| 5 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NCM
26
Northwest Capital Management
Lake Oswego,
Oregon
| $11.4K | +$1.88K | +78 | +22% |
|
27
UBS Group
Zurich,
Switzerland
| $6.45K | +$3.8K | +158 | +180% |
|
|
EWA
28
EverSource Wealth Advisors
Birmingham,
Alabama
| $2.2K | – | – | – |
|
29
Morgan Stanley
New York
| $1.42K | +$1.3K | +54 | New |
|
|
RA
30
RFG Advisory
Birmingham,
Alabama
| – | -$2.86M | -122,130 | Closed |
|
31
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$287K | -12,243 | Closed |
|
|
CA
32
Continuum Advisory
Eagle,
Idaho
| – | -$6.87K | -293 | Closed |
|
RSSB Hedge Fund Activity: Q2 2025 in Review
29 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Global Stocks & Bonds ETF (RSSB) for Q2 2025, worth a combined $206M — up 12% from $185M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RSSB positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was WJ Interests, adding an estimated $1.43M. The largest seller was Mercer Global Advisors, cutting an estimated $3.62M.
- 29 institutional investors held Return Stacked Global Stocks & Bonds ETF (RSSB) as of Q2 2025, up from 23 in Q1 2025.
- Funds reported $206M of Return Stacked Global Stocks & Bonds ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 9 funds opened new Return Stacked Global Stocks & Bonds ETF positions in Q2 2025 and 3 closed out, a net change of +6 holders.
- The largest Return Stacked Global Stocks & Bonds ETF buyer in Q2 2025 was WJ Interests, an estimated $1.43M added.
- The largest Return Stacked Global Stocks & Bonds ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $3.62M sold.
Based on aggregated 13F filings for Q2 2025.