R
Return Stacked U.S. Stocks & Futures Yield
RSSY • BATS
Return Stacked U.S. Stocks & Futures Yield is an exchange-traded fund on BATS. As of Q3 2025, 9 institutional investors hold shares in this ETF, with total holdings valued at $98.3M. KIM, LLC is the largest holder with a position valued at $82.0M.
Overview
Overview of institutional ownership in RSSY as of Q3 2025
All Institutions
- Institutions
- 9
- Value Held
- $98.3M
- Shares Held
- 4.9M
- Avg Position
- $10.9M
- Median Position
- $2.1M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $50.4K
- Shares Held
- 2.5K
- Avg Position
- $50.4K
- Median Position
- $50.4K
Biggest Investors
Institutions with the largest positions in RSSY as of Q3 2025
| Institution | Position Value |
|---|---|
K KIM, LLC Institution | $82.0M 18.78% of portfolio |
M McGrath & Associates, Inc. Institution | $5.4M 8.00% of portfolio |
 Accurate Wealth Management, LLC RIA/Wealth | $2.9M 0.39% of portfolio |
P Private Advisory Group LLC RIA/Wealth | $2.7M 0.24% of portfolio |
 WJ Interests, LLC RIA/Wealth | $2.1M 0.84% of portfolio |
 Innova Wealth Partners RIA/Wealth | $2.0M 1.09% of portfolio |
 Bravias Capital Group, LLC RIA/Wealth | $670.4K 0.45% of portfolio |
 BlackDiamond Wealth Management Inc. RIA/Wealth | $473.4K 0.27% of portfolio |
 Cohalo Advisory LLC Hedge Fund•Quant Macro | $50.4K 4.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RSSY in Q3 2025
- Traded
- +$86.1M
- Buyers
- 5
- Sellers
- 3
- Total Bought
- +$86.3M
- Total Sold
- −$147.3K
- Avg Position
- $10.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
K KIM, LLC Institution | +$82.0M +4.1M shares |
WJ Interests, LLC RIA/Wealth | +$2.1M +103.8K shares |
P Private Advisory Group LLC RIA/Wealth | +$1.5M +72.8K shares |
M McGrath & Associates, Inc. Institution | +$645.7K +32.1K shares |
Bravias Capital Group, LLC RIA/Wealth | +$134.9K +6.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Accurate Wealth Management, LLC RIA/Wealth | −$94.1K −4.7K shares |
Innova Wealth Partners RIA/Wealth | −$31.9K −1.6K shares |
BlackDiamond Wealth Management Inc. RIA/Wealth | −$21.3K −1.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RSSY in Q3 2025
- New Positions
- 1
- New Value
- $2.1M
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
WJ Interests, LLC RIA/Wealth | $2.1M 103.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in RSSY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RSSY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
K KIM, LLC Institution | 18.78% $82.0M |
M McGrath & Associates, Inc. Institution | 8.00% $5.4M |
Cohalo Advisory LLC Hedge Fund•Quant Macro | 4.01% $50.4K |
Innova Wealth Partners RIA/Wealth | 1.09% $2.0M |
WJ Interests, LLC RIA/Wealth | 0.84% $2.1M |
Bravias Capital Group, LLC RIA/Wealth | 0.45% $670.4K |
Accurate Wealth Management, LLC RIA/Wealth | 0.39% $2.9M |
BlackDiamond Wealth Management Inc. RIA/Wealth | 0.27% $473.4K |
P Private Advisory Group LLC RIA/Wealth | 0.24% $2.7M |
Hedge Fund Spotlight
Discover hedge funds investing in RSSY
Cohalo Advisory LLC
Hedge Fund • Quant Macro
Portfolio ManagerColton Loder
- Portfolio Value
- $1.3M
- Positions
- 11
- Last Reported
- Q3 2025
Sector Allocation
R
Position in Return Stacked U.S. Stocks & Futures Yield
- Market Value
- $50.4K
- Shares Held
- 2.5K
- Portfolio Weight
- 4.01%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $268.4K | 21.38% | |
ETF ETF | $223.1K | 17.76% | |
ETF ETF | $171.7K | 13.68% |
