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RSSY

Return Stacked U.S. Stocks & Futures Yield ETF

8 hedge funds and large institutions have $98.1M invested in Return Stacked U.S. Stocks & Futures Yield ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

4.35% more ownership

Funds ownership: 78.78%83.12% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

16% less capital invested

Capital invested by funds: $116M → $98.1M (-$18.3M)

38% less funds holding

Funds holding: 138 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
8
Holders Change
-5
Holders Change %
-38.46%
% of All Funds
0.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
1
Increased
5
Reduced
1
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KL
1
KIM LLC
Kansas
$89M
MA
2
McGrath & Associates
North Carolina
$3.22M +$1.53M +79,628 +79%
AWM
3
Accurate Wealth Management
Florida
$2.15M +$1.92M +99,708 +271%
IWP
4
Innova Wealth Partners
Pennsylvania
$1.6M +$95.5K +4,969 +6%
PAG
5
Private Advisory Group
Washington
$1.22M -$2.86M -148,628 -68%
BCG
6
Bravias Capital Group
New Jersey
$439K +$55.5K +2,888 +13%
BWM
7
BlackDiamond Wealth Management
New York
$415K +$474K +24,666 New
CA
8
Cohalo Advisory
Washington
$44.9K +$6.75K +351 +16%
CL
9
CLG LLC
California
-$2.54M -125,200 Closed
OPWM
10
Oregon Pacific Wealth Management
Oregon
-$1.86M -91,707 Closed
FTUS
11
Flow Traders U.S.
New York
-$791K -38,984 Closed
Jane Street
12
Jane Street
New York
-$265K -13,061 Closed
FFA
13
Farther Finance Advisors
California
-$33.5K -1,650 Closed
OP
14
ORG Partners
Indiana
-$1.58K -78 Closed

RSSY Hedge Fund Activity: Q1 2025 in Review

8 of the 7,465 institutional investors tracked by Wall St. Rank reported a position in Return Stacked U.S. Stocks & Futures Yield ETF (RSSY) for Q1 2025, worth a combined $98.1M — down 16% from $116M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RSSY and 1 opened new positions — a net loss of 5 holders — while 1 trimmed existing stakes and 5 added.

The largest buyer was Accurate Wealth Management, adding an estimated $1.92M. The largest seller was Private Advisory Group, cutting an estimated $2.86M.

  • 8 institutional investors held Return Stacked U.S. Stocks & Futures Yield ETF (RSSY) as of Q1 2025, down from 13 in Q4 2024.
  • Funds reported $98.1M of Return Stacked U.S. Stocks & Futures Yield ETF stock for Q1 2025, down 16% quarter-over-quarter.
  • 1 fund opened new Return Stacked U.S. Stocks & Futures Yield ETF positions in Q1 2025 and 6 closed out, a net change of -5 holders.
  • The largest Return Stacked U.S. Stocks & Futures Yield ETF buyer in Q1 2025 was Accurate Wealth Management, an estimated $1.92M added.
  • The largest Return Stacked U.S. Stocks & Futures Yield ETF seller in Q1 2025 was Private Advisory Group, an estimated $2.86M sold.

Based on aggregated 13F filings for Q1 2025.