Return Stacked Global Stocks & Bonds ETF
RSSB
27 hedge funds and large institutions have $225M invested in Return Stacked Global Stocks & Bonds ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
9% more capital invested
Capital invested by funds: $206M → $225M (+$18.5M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3.11% less ownership
Funds ownership: 70.46% → 67.34% (-3.1%)
7% less funds holding
Funds holding: 29 → 27 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avos Capital Management
Seattle,
Washington
|
+$3.31M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.25M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.05M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.68M |
| 5 |
NWM
Napa Wealth Management
Napa,
California
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
-$4.25M |
| 2 |
WI
WJ Interests
Sugar Land,
Texas
|
-$2.7M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.62M |
| 4 |
Jane Street
New York
|
-$718K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
26
Farther Finance Advisors
San Francisco,
California
| $12.3K | -$4.08K | -151 | -26% |
|
|
27
Wells Fargo
San Francisco,
California
| $1.97K | -$96K | -3,555 | -98% |
|
|
28
Mercer Global Advisors
Denver,
Colorado
| – | -$1.62M | -61,887 | Closed |
|
|
29
Jane Street
New York
| – | -$718K | -27,412 | Closed |
|
|
NCM
30
Northwest Capital Management
Lake Oswego,
Oregon
| – | -$11.4K | -434 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$6.45K | -246 | Closed |
|
|
EWA
32
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$2.2K | -84 | Closed |
|
33
Morgan Stanley
New York
| – | -$1.42K | -54 | Closed |
|
RSSB Hedge Fund Activity: Q3 2025 in Review
27 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Global Stocks & Bonds ETF (RSSB) for Q3 2025, worth a combined $225M — up 9% from $206M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of RSSB and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 12 added.
The largest buyer was Avos Capital Management, opening a new position worth an estimated $3.31M. The largest seller was Oregon Pacific Wealth Management, cutting an estimated $4.25M.
- 27 institutional investors held Return Stacked Global Stocks & Bonds ETF (RSSB) as of Q3 2025, down from 29 in Q2 2025.
- Funds reported $225M of Return Stacked Global Stocks & Bonds ETF stock for Q3 2025, up 9% quarter-over-quarter.
- 4 funds opened new Return Stacked Global Stocks & Bonds ETF positions in Q3 2025 and 6 closed out, a net change of -2 holders.
- The largest Return Stacked Global Stocks & Bonds ETF buyer in Q3 2025 was Avos Capital Management, an estimated $3.31M added.
- The largest Return Stacked Global Stocks & Bonds ETF seller in Q3 2025 was Oregon Pacific Wealth Management, an estimated $4.25M sold.
Based on aggregated 13F filings for Q3 2025.