We are live on ! Find out more
RSSB icon

Return Stacked Global Stocks & Bonds ETF
RSSB

14 hedge funds and large institutions have $163M invested in Return Stacked Global Stocks & Bonds ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more funds holding

Funds holding: 9 → 14 (+5)

42% more capital invested

Capital invested by funds: $115M → $163M (+$48M)

2% more ownership

Funds ownership: 75.06% → 77.05% (+2%)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
8
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$18M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9.73M
3
AP
Aspect Partners
Virginia
+$3.13M
4
RA
RFG Advisory
Alabama
+$3.01M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$865K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$71.1M +$18M +759,650 +36%
WI
2
WJ Interests
Texas
$32.4M +$664K +28,041 +2%
IWC
3
Integrated Wealth Concepts
Massachusetts
$26M +$865K +36,526 +4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$14.4M +$9.73M +410,980 +247%
AP
5
Aspect Partners
Virginia
$6.37M +$3.13M +132,033 +107%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.81M +$511K +21,573 +13%
RA
7
RFG Advisory
Alabama
$3.18M +$3.01M +127,246 New
PFA
8
Professional Financial Advisors
Nebraska
$1.99M +$33.6K +1,417 +2%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$79.4K +3,354 +6%
Jane Street
10
Jane Street
New York
$446K -$1.84M -77,730 -81%
CP
11
Cumberland Partners
Ontario, Canada
$375K +$355K +15,000 New
IA
12
IFP Advisors
Florida
$19.8K +$18.8K +794 New
UBS Group
13
UBS Group
Switzerland
$11.1K +$10.6K +446 New
CA
14
Continuum Advisory
Idaho
$7.02K +$6.94K +293 New

RSSB Hedge Fund Activity: Q3 2024 in Review

14 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Global Stocks & Bonds ETF (RSSB) for Q3 2024, worth a combined $163M — up 42% from $115M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RSSB positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $18M. The largest seller was Jane Street, cutting an estimated $1.84M.

  • 14 institutional investors held Return Stacked Global Stocks & Bonds ETF (RSSB) as of Q3 2024, up from 9 in Q2 2024.
  • Funds reported $163M of Return Stacked Global Stocks & Bonds ETF stock for Q3 2024, up 42% quarter-over-quarter.
  • 5 funds opened new Return Stacked Global Stocks & Bonds ETF positions in Q3 2024 and 0 closed out, a net change of +5 holders.
  • The largest Return Stacked Global Stocks & Bonds ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $18M added.
  • The largest Return Stacked Global Stocks & Bonds ETF seller in Q3 2024 was Jane Street, an estimated $1.84M sold.

Based on aggregated 13F filings for Q3 2024.