Return Stacked U.S. Stocks & Futures Yield ETF
RSSY
12 hedge funds and large institutions have $74.9M invested in Return Stacked U.S. Stocks & Futures Yield ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and closing their positions.
33% more funds holding
Funds holding: 9 → 12 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
3.05% less ownership
Funds ownership: 82.12% → 79.07% (-3%)
24% less capital invested
Capital invested by funds: $98.3M → $74.9M (-$23.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$620K |
| 2 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$499K |
| 3 |
Jane Street
New York
|
+$344K |
| 4 |
BCG
Bravias Capital Group
Iselin,
New Jersey
|
+$55K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KL
KIM LLC
Wichita,
Kansas
|
-$25M |
| 2 |
MA
McGrath & Associates
Asheville,
North Carolina
|
-$82.3K |
| 3 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$50.4K |
| 4 |
CA
Cohalo Advisory
Snoqualmie,
Washington
|
-$1.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KL
1
KIM LLC
Wichita,
Kansas
| $54.3M | -$25M | -1,245,000 | -31% |
|
|
MA
2
McGrath & Associates
Asheville,
North Carolina
| $5.06M | -$82.3K | -4,092 | -2% |
|
|
WW
3
Wright Wealth
Atlanta,
Georgia
| $3.52M | +$3.69M | +183,326 | New |
|
|
PAG
4
Private Advisory Group
Redmond,
Washington
| $3.19M | +$620K | +30,853 | +23% |
|
|
AWM
5
Accurate Wealth Management
Wesley Chapel,
Florida
| $2.81M | -$50.4K | -2,505 | -2% |
|
|
IWP
6
Innova Wealth Partners
Newtown,
Pennsylvania
| $2.39M | +$499K | +24,836 | +25% |
|
|
WI
7
WJ Interests
Sugar Land,
Texas
| $2M | +$8.59K | +427 | +0.4% |
|
|
BCG
8
Bravias Capital Group
Iselin,
New Jersey
| $693K | +$55K | +2,737 | +8% |
|
|
BWM
9
BlackDiamond Wealth Management
New York
| $476K | – | – | – |
|
|
10
Jane Street
New York
| $329K | +$344K | +17,115 | New |
|
|
CA
11
Cohalo Advisory
Snoqualmie,
Washington
| $47K | -$1.15K | -57 | -2% |
|
|
12
UBS Group
Zurich,
Switzerland
| $12.7K | +$13.3K | +660 | New |
|
RSSY Hedge Fund Activity: Q4 2025 in Review
12 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Return Stacked U.S. Stocks & Futures Yield ETF (RSSY) for Q4 2025, worth a combined $74.9M — down 24% from $98.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RSSY positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Private Advisory Group, adding an estimated $620K. The largest seller was KIM LLC, cutting an estimated $25M.
- 12 institutional investors held Return Stacked U.S. Stocks & Futures Yield ETF (RSSY) as of Q4 2025, up from 9 in Q3 2025.
- Funds reported $74.9M of Return Stacked U.S. Stocks & Futures Yield ETF stock for Q4 2025, down 24% quarter-over-quarter.
- 3 funds opened new Return Stacked U.S. Stocks & Futures Yield ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
- The largest Return Stacked U.S. Stocks & Futures Yield ETF buyer in Q4 2025 was Private Advisory Group, an estimated $620K added.
- The largest Return Stacked U.S. Stocks & Futures Yield ETF seller in Q4 2025 was KIM LLC, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2025.