Return Stacked Global Stocks & Bonds ETF
RSSB
23 hedge funds and large institutions have $185M invested in Return Stacked Global Stocks & Bonds ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
21% more funds holding
Funds holding: 19 → 23 (+4)
11% more capital invested
Capital invested by funds: $166M → $185M (+$18.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.15% less ownership
Funds ownership: 74.49% → 71.34% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.53M |
| 2 |
WI
WJ Interests
Sugar Land,
Texas
|
+$6.38M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.06M |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$2.18M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$4.45M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$397K |
| 3 |
CP
Cumberland Partners
Toronto,
Ontario, Canada
|
-$349K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$274K |
| 5 |
Jane Street
New York
|
-$142K |
RSSB Hedge Fund Activity: Q1 2025 in Review
23 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Global Stocks & Bonds ETF (RSSB) for Q1 2025, worth a combined $185M — up 11% from $166M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RSSB positions and 1 closed out — a net gain of 4 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.53M. The largest seller was Integrated Wealth Concepts, cutting an estimated $4.45M.
- 23 institutional investors held Return Stacked Global Stocks & Bonds ETF (RSSB) as of Q1 2025, up from 19 in Q4 2024.
- Funds reported $185M of Return Stacked Global Stocks & Bonds ETF stock for Q1 2025, up 11% quarter-over-quarter.
- 5 funds opened new Return Stacked Global Stocks & Bonds ETF positions in Q1 2025 and 1 closed out, a net change of +4 holders.
- The largest Return Stacked Global Stocks & Bonds ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $6.53M added.
- The largest Return Stacked Global Stocks & Bonds ETF seller in Q1 2025 was Integrated Wealth Concepts, an estimated $4.45M sold.
Based on aggregated 13F filings for Q1 2025.