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RSSY

Return Stacked U.S. Stocks & Futures Yield ETF

8 hedge funds and large institutions have $104M invested in Return Stacked U.S. Stocks & Futures Yield ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

6% more capital invested

Capital invested by funds: $98.1M → $104M (+$5.81M)

0.82% more ownership

Funds ownership: 83.12%83.94% (+0.82%)

0% more funds holding

Funds holding: 88 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
8
Holders Change
Holders Change %
0%
% 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
Increased
4
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KL
1
KIM LLC
Kansas
$92.7M
MA
2
McGrath & Associates
North Carolina
$4.36M +$931K +54,443 +30%
AWM
3
Accurate Wealth Management
Florida
$2.81M +$230K +13,421 +10%
IWP
4
Innova Wealth Partners
Pennsylvania
$1.88M +$199K +11,613 +13%
PAG
5
Private Advisory Group
Washington
$1.16M -$103K -6,045 -9%
BCG
6
Bravias Capital Group
New Jersey
$494K +$33.6K +1,967 +8%
BWM
7
BlackDiamond Wealth Management
New York
$457K -$1.16K -68 -0.3%
CA
8
Cohalo Advisory
Washington
$46.4K -$274 -16 -0.6%

RSSY Hedge Fund Activity: Q2 2025 in Review

8 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Return Stacked U.S. Stocks & Futures Yield ETF (RSSY) for Q2 2025, worth a combined $104M — up 5.9% from $98.1M a quarter earlier.

Fund positioning in RSSY was balanced in Q2 2025: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 3 trimmed.

The largest buyer was McGrath & Associates, adding an estimated $931K. The largest seller was Private Advisory Group, cutting an estimated $103K.

  • 8 institutional investors held Return Stacked U.S. Stocks & Futures Yield ETF (RSSY) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $104M of Return Stacked U.S. Stocks & Futures Yield ETF stock for Q2 2025, up 5.9% quarter-over-quarter.
  • 0 funds opened new Return Stacked U.S. Stocks & Futures Yield ETF positions in Q2 2025 and 0 closed out.
  • The largest Return Stacked U.S. Stocks & Futures Yield ETF buyer in Q2 2025 was McGrath & Associates, an estimated $931K added.
  • The largest Return Stacked U.S. Stocks & Futures Yield ETF seller in Q2 2025 was Private Advisory Group, an estimated $103K sold.

Based on aggregated 13F filings for Q2 2025.