Return Stacked Global Stocks & Bonds ETF
RSSB
44 hedge funds and large institutions have $320M invested in Return Stacked Global Stocks & Bonds ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
13% more funds holding
Funds holding: 39 → 44 (+5)
6% more capital invested
Capital invested by funds: $302M → $320M (+$17.4M)
0.1% more ownership
Funds ownership: 74.13% → 74.23% (+0.1%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$9.65M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.28M |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$4.1M |
| 4 |
WI
WJ Interests
Sugar Land,
Texas
|
+$3.07M |
| 5 |
Jane Street
New York
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.86M |
| 2 |
ACM
Avos Capital Management
Seattle,
Washington
|
-$3.49M |
| 3 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
-$789K |
| 4 |
BPW
BLVD Private Wealth
Prospect,
Kentucky
|
-$541K |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$515K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citadel Advisors
Miami,
Florida
| – | -$205K | -7,284 | Closed |
|
52
Morgan Stanley
New York
| – | -$4.53K | -161 | Closed |
|
RSSB Hedge Fund Activity: Q1 2026 in Review
44 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Global Stocks & Bonds ETF (RSSB) for Q1 2026, worth a combined $320M — up 5.8% from $302M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RSSB positions and 8 closed out — a net gain of 5 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Professional Financial Advisors, adding an estimated $9.65M. The largest seller was Integrated Wealth Concepts, cutting an estimated $3.86M.
- 44 institutional investors held Return Stacked Global Stocks & Bonds ETF (RSSB) as of Q1 2026, up from 39 in Q4 2025.
- Funds reported $320M of Return Stacked Global Stocks & Bonds ETF stock for Q1 2026, up 5.8% quarter-over-quarter.
- 13 funds opened new Return Stacked Global Stocks & Bonds ETF positions in Q1 2026 and 8 closed out, a net change of +5 holders.
- The largest Return Stacked Global Stocks & Bonds ETF buyer in Q1 2026 was Professional Financial Advisors, an estimated $9.65M added.
- The largest Return Stacked Global Stocks & Bonds ETF seller in Q1 2026 was Integrated Wealth Concepts, an estimated $3.86M sold.
Based on aggregated 13F filings for Q1 2026.