Return Stacked U.S. Stocks & Gold/Bitcoin ETF
RSSX
10 hedge funds and large institutions have $18.2M invested in Return Stacked U.S. Stocks & Gold/Bitcoin ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
95% more capital invested
Capital invested by funds: $9.3M → $18.2M (+$8.87M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 10 → 10 (0)
4.31% less ownership
Funds ownership: 48.8% → 44.49% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.63M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.08M |
| 3 |
Betterment LLC
New York
|
+$594K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$554K |
| 5 |
TWM
Triton Wealth Management
Sun City,
Arizona
|
+$337K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CLG LLC
Long Beach,
California
|
-$607K |
| 2 |
Jane Street
New York
|
-$363K |
| 3 |
OP
ORG Partners
Roanoke,
Indiana
|
-$76 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8.37M | +$7.63M | +294,449 | +857% |
|
|
IWC
2
Integrated Wealth Concepts
Waltham,
Massachusetts
| $3.26M | +$1.08M | +41,686 | +48% |
|
|
CL
3
CLG LLC
Long Beach,
California
| $2.99M | -$607K | -23,408 | -17% |
|
|
TWM
4
Triton Wealth Management
Sun City,
Arizona
| $834K | +$337K | +12,984 | +72% |
|
|
IWP
5
Innova Wealth Partners
Newtown,
Pennsylvania
| $784K | +$322K | +12,429 | +68% |
|
|
6
Betterment LLC
New York
| $584K | +$594K | +22,928 | New |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $551K | +$554K | +21,363 | New |
|
|
WAM
8
Worth Asset Management
Dallas,
Texas
| $499K | +$42.2K | +1,627 | +9% |
|
|
WAP
9
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $278K | +$283K | +10,922 | New |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $31.8K | – | – | – |
|
|
11
Jane Street
New York
| – | -$363K | -14,313 | Closed |
|
|
OP
12
ORG Partners
Roanoke,
Indiana
| – | -$76 | -3 | Closed |
|
RSSX Hedge Fund Activity: Q4 2025 in Review
10 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) for Q4 2025, worth a combined $18.2M — up 95% from $9.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RSSX positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $7.63M. The largest seller was CLG LLC, cutting an estimated $607K.
- 10 institutional investors held Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $18.2M of Return Stacked U.S. Stocks & Gold/Bitcoin ETF stock for Q4 2025, up 95% quarter-over-quarter.
- 3 funds opened new Return Stacked U.S. Stocks & Gold/Bitcoin ETF positions in Q4 2025 and 2 closed out, a net change of +1 holder.
- The largest Return Stacked U.S. Stocks & Gold/Bitcoin ETF buyer in Q4 2025 was Carson Wealth (CWM LLC), an estimated $7.63M added.
- The largest Return Stacked U.S. Stocks & Gold/Bitcoin ETF seller in Q4 2025 was CLG LLC, an estimated $607K sold.
Based on aggregated 13F filings for Q4 2025.