Return Stacked Global Stocks & Bonds ETF
RSSB
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
12% more capital invested
Capital invested by funds: $185M → $206M (+$21.8M)
0.88% less ownership
Funds ownership: 71.34% → 70.46% (-0.88%)
Holders
29
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$1.56M | |
| 2 | +$1.12M | |
| 3 | +$1.09M | |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$1.01M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$455K |
Top Sellers
| 1 | -$3.94M | |
| 2 | -$3.47M | |
| 3 | -$2.86M | |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.65M |
| 5 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
-$313K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NCM
26
Northwest Capital Management
Lake Oswego,
Oregon
| $11.4K |
|
|||
27
UBS Group
Zurich,
Switzerland
| $6.45K |
|
|||
|
EWA
28
EverSource Wealth Advisors
Birmingham,
Alabama
| $2.2K |
|
|||
29
Morgan Stanley
New York
| $1.42K |
|
|||
|
RA
30
RFG Advisory
Birmingham,
Alabama
| – |
|
|||
31
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – |
|
|||
|
CA
32
Continuum Advisory
Eagle,
Idaho
| – |
|