Return Stacked Global Stocks & Bonds ETF
RSSB
9 hedge funds and large institutions have $115M invested in Return Stacked Global Stocks & Bonds ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
136% more capital invested
Capital invested by funds: $48.6M → $115M (+$66M)
29% more funds holding
Funds holding: 7 → 9 (+2)
13.2% more ownership
Funds ownership: 61.86% → 75.06% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$45.9M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.76M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.76M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.66M |
| 5 |
AP
Aspect Partners
Fairfax,
Virginia
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$54.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $47.4M | +$45.9M | +2,087,535 | New |
|
|
WI
2
WJ Interests
Sugar Land,
Texas
| $28.8M | +$1.28M | +58,158 | +5% |
|
|
IWC
3
Integrated Wealth Concepts
Waltham,
Massachusetts
| $22.8M | +$4.76M | +216,332 | +27% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $3.88M | +$3.76M | +171,044 | New |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.78M | +$3.66M | +166,452 | New |
|
|
AP
6
Aspect Partners
Fairfax,
Virginia
| $2.79M | +$2.41M | +109,539 | +816% |
|
7
Jane Street
New York
| $2.17M | +$948K | +43,058 | +82% |
|
|
PFA
8
Professional Financial Advisors
North Platte,
Nebraska
| $1.77M | +$38K | +1,726 | +2% |
|
|
WAP
9
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $1.29M | +$768K | +34,912 | +160% |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$54.3K | -2,421 | Closed |
|
RSSB Hedge Fund Activity: Q2 2024 in Review
9 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Global Stocks & Bonds ETF (RSSB) for Q2 2024, worth a combined $115M — up 136% from $48.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RSSB positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $45.9M. The largest seller was UBS Group, exiting entirely with an estimated $54.3K sold.
- 9 institutional investors held Return Stacked Global Stocks & Bonds ETF (RSSB) as of Q2 2024, up from 7 in Q1 2024.
- Funds reported $115M of Return Stacked Global Stocks & Bonds ETF stock for Q2 2024, up 136% quarter-over-quarter.
- 3 funds opened new Return Stacked Global Stocks & Bonds ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest Return Stacked Global Stocks & Bonds ETF buyer in Q2 2024 was Carson Wealth (CWM LLC), an estimated $45.9M added.
- The largest Return Stacked Global Stocks & Bonds ETF seller in Q2 2024 was UBS Group, an estimated $54.3K sold.
Based on aggregated 13F filings for Q2 2024.