Return Stacked U.S. Stocks & Gold/Bitcoin ETF
RSSX
10 hedge funds and large institutions have $9.3M invested in Return Stacked U.S. Stocks & Gold/Bitcoin ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
176% more capital invested
Capital invested by funds: $3.37M → $9.3M (+$5.93M)
150% more funds holding
Funds holding: 4 → 10 (+6)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
31.68% less ownership
Funds ownership: 80.48% → 48.8% (-32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.95M |
| 2 |
CL
CLG LLC
Long Beach,
California
|
+$1.04M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$777K |
| 4 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$416K |
| 5 |
TWM
Triton Wealth Management
Sun City,
Arizona
|
+$408K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
-$452K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CL
1
CLG LLC
Long Beach,
California
| $3.57M | +$1.04M | +46,090 | +49% |
|
|
IWC
2
Integrated Wealth Concepts
Waltham,
Massachusetts
| $2.19M | +$1.95M | +86,214 | New |
|
|
NWM
3
Napa Wealth Management
Napa,
California
| $882K | -$452K | -19,986 | -36% |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $871K | +$777K | +34,342 | New |
|
|
TWM
5
Triton Wealth Management
Sun City,
Arizona
| $477K | +$408K | +18,013 | New |
|
|
IWP
6
Innova Wealth Partners
Newtown,
Pennsylvania
| $467K | +$416K | +18,396 | New |
|
|
WAM
7
Worth Asset Management
Dallas,
Texas
| $456K | +$407K | +17,976 | New |
|
8
Jane Street
New York
| $363K | +$90K | +3,975 | +38% |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $31.7K | – | – | – |
|
|
OP
10
ORG Partners
Roanoke,
Indiana
| $76 | +$68 | +3 | New |
|
RSSX Hedge Fund Activity: Q3 2025 in Review
10 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) for Q3 2025, worth a combined $9.3M — up 176% from $3.37M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RSSX positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $1.95M. The largest seller was Napa Wealth Management, cutting an estimated $452K.
- 10 institutional investors held Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) as of Q3 2025, up from 4 in Q2 2025.
- Funds reported $9.3M of Return Stacked U.S. Stocks & Gold/Bitcoin ETF stock for Q3 2025, up 176% quarter-over-quarter.
- 6 funds opened new Return Stacked U.S. Stocks & Gold/Bitcoin ETF positions in Q3 2025 and 0 closed out, a net change of +6 holders.
- The largest Return Stacked U.S. Stocks & Gold/Bitcoin ETF buyer in Q3 2025 was Integrated Wealth Concepts, an estimated $1.95M added.
- The largest Return Stacked U.S. Stocks & Gold/Bitcoin ETF seller in Q3 2025 was Napa Wealth Management, an estimated $452K sold.
Based on aggregated 13F filings for Q3 2025.