Return Stacked Global Stocks & Bonds ETF
RSSB
19 hedge funds and large institutions have $166M invested in Return Stacked Global Stocks & Bonds ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
36% more funds holding
Funds holding: 14 → 19 (+5)
2% more capital invested
Capital invested by funds: $163M → $166M (+$3.18M)
2.57% less ownership
Funds ownership: 77.05% → 74.49% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.42M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.79M |
| 3 |
WI
WJ Interests
Sugar Land,
Texas
|
+$2.06M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.97M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.38M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$19.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$11.1K |
| 4 |
AP
Aspect Partners
Fairfax,
Virginia
|
-$1.28K |
RSSB Hedge Fund Activity: Q4 2024 in Review
19 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Global Stocks & Bonds ETF (RSSB) for Q4 2024, worth a combined $166M — up 2% from $163M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RSSB positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $7.42M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $9.38M.
- 19 institutional investors held Return Stacked Global Stocks & Bonds ETF (RSSB) as of Q4 2024, up from 14 in Q3 2024.
- Funds reported $166M of Return Stacked Global Stocks & Bonds ETF stock for Q4 2024, up 2% quarter-over-quarter.
- 7 funds opened new Return Stacked Global Stocks & Bonds ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
- The largest Return Stacked Global Stocks & Bonds ETF buyer in Q4 2024 was Carson Wealth (CWM LLC), an estimated $7.42M added.
- The largest Return Stacked Global Stocks & Bonds ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $9.38M sold.
Based on aggregated 13F filings for Q4 2024.