Return Stacked Global Stocks & Bonds ETF
RSSB
7 hedge funds and large institutions have $48.6M invested in Return Stacked Global Stocks & Bonds ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
107% more capital invested
Capital invested by funds: $23.5M → $48.6M (+$25.1M)
75% more funds holding
Funds holding: 4 → 7 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.08% less ownership
Funds ownership: 64.94% → 61.86% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WJ Interests
Sugar Land,
Texas
|
+$19M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.93M |
| 3 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$1.64M |
| 4 |
AP
Aspect Partners
Fairfax,
Virginia
|
+$288K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$315K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WJ Interests
Sugar Land,
Texas
| $27.1M | +$19M | +884,401 | +272% |
|
|
IWC
2
Integrated Wealth Concepts
Waltham,
Massachusetts
| $17.7M | +$1.93M | +90,005 | +13% |
|
|
PFA
3
Professional Financial Advisors
North Platte,
Nebraska
| $1.71M | +$1.64M | +76,395 | New |
|
|
4
Jane Street
New York
| $1.18M | -$315K | -14,650 | -22% |
|
|
WAP
5
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $489K | +$195K | +9,100 | +72% |
|
|
AP
6
Aspect Partners
Fairfax,
Virginia
| $301K | +$288K | +13,424 | New |
|
7
UBS Group
Zurich,
Switzerland
| $54.3K | +$52K | +2,421 | New |
|
RSSB Hedge Fund Activity: Q1 2024 in Review
7 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Global Stocks & Bonds ETF (RSSB) for Q1 2024, worth a combined $48.6M — up 107% from $23.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RSSB positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was WJ Interests, adding an estimated $19M. The largest seller was Jane Street, cutting an estimated $315K.
- 7 institutional investors held Return Stacked Global Stocks & Bonds ETF (RSSB) as of Q1 2024, up from 4 in Q4 2023.
- Funds reported $48.6M of Return Stacked Global Stocks & Bonds ETF stock for Q1 2024, up 107% quarter-over-quarter.
- 3 funds opened new Return Stacked Global Stocks & Bonds ETF positions in Q1 2024 and 0 closed out, a net change of +3 holders.
- The largest Return Stacked Global Stocks & Bonds ETF buyer in Q1 2024 was WJ Interests, an estimated $19M added.
- The largest Return Stacked Global Stocks & Bonds ETF seller in Q1 2024 was Jane Street, an estimated $315K sold.
Based on aggregated 13F filings for Q1 2024.