Return Stacked Global Stocks & Bonds ETF
RSSB
39 hedge funds and large institutions have $302M invested in Return Stacked Global Stocks & Bonds ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 0 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
44% more funds holding
Funds holding: 27 → 39 (+12)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
34% more capital invested
Capital invested by funds: $225M → $302M (+$77.5M)
6.79% more ownership
Funds ownership: 67.34% → 74.13% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$46M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$8.05M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.4M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$3.35M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$926K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WJ Interests
Sugar Land,
Texas
|
-$2.41M |
| 2 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
-$965K |
| 3 |
BPW
BLVD Private Wealth
Prospect,
Kentucky
|
-$91.9K |
| 4 |
AP
Aspect Partners
Fairfax,
Virginia
|
-$49.6K |
| 5 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$23.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
26
Foguth Wealth Management
Brighton,
Michigan
| $239K | +$243K | +8,458 | New |
|
|
BWMG
27
Barnes Wealth Management Group
Bakersfield,
California
| $222K | -$9.82K | -342 | -4% |
|
28
First Trust Advisors
Wheaton,
Illinois
| $219K | +$223K | +7,771 | New |
|
29
Mariner
Overland Park,
Kansas
| $205K | +$210K | +7,295 | New |
|
30
Citadel Advisors
Miami,
Florida
| $205K | +$209K | +7,284 | New |
|
|
ACA
31
Aptus Capital Advisors
Fairhope,
Alabama
| $196K | +$87.5K | +3,046 | +77% |
|
|
CA
32
Cohalo Advisory
Snoqualmie,
Washington
| $76.4K | -$1.81K | -63 | -2% |
|
|
CA
33
CoreCap Advisors
Southfield,
Michigan
| $30K | – | – | – |
|
|
TWD
34
True Wealth Design
Akron,
Ohio
| $21.1K | – | – | – |
|
|
FFA
35
Farther Finance Advisors
San Francisco,
California
| $12.3K | – | – | – |
|
|
AWM
36
AE Wealth Management
Topeka,
Kansas
| $6.21K | +$6.35K | +221 | New |
|
37
Morgan Stanley
New York
| $4.53K | +$4.63K | +161 | New |
|
38
Wells Fargo
San Francisco,
California
| $4.05K | +$2.13K | +74 | +106% |
|
|
TCM
39
Triumph Capital Management
Denver,
Colorado
| $2.81K | +$2.87K | +100 | New |
|
RSSB Hedge Fund Activity: Q4 2025 in Review
39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Global Stocks & Bonds ETF (RSSB) for Q4 2025, worth a combined $302M — up 34% from $225M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RSSB positions and 0 closed out — a net gain of 13 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was Ferguson Shapiro, opening a new position worth an estimated $46M. The largest seller was WJ Interests, cutting an estimated $2.41M.
- 39 institutional investors held Return Stacked Global Stocks & Bonds ETF (RSSB) as of Q4 2025, up from 27 in Q3 2025.
- Funds reported $302M of Return Stacked Global Stocks & Bonds ETF stock for Q4 2025, up 34% quarter-over-quarter.
- 13 funds opened new Return Stacked Global Stocks & Bonds ETF positions in Q4 2025 and 0 closed out, a net change of +13 holders.
- The largest Return Stacked Global Stocks & Bonds ETF buyer in Q4 2025 was Ferguson Shapiro, an estimated $46M added.
- The largest Return Stacked Global Stocks & Bonds ETF seller in Q4 2025 was WJ Interests, an estimated $2.41M sold.
Based on aggregated 13F filings for Q4 2025.