RH Tactical Rotation ETF
RHRX
10 hedge funds and large institutions have $10.5M invested in RH Tactical Rotation ETF in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
17% less funds holding
Funds holding: 12 → 10 (-2)
17.41% less ownership
Funds ownership: 52.56% → 35.15% (-17%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
44% less capital invested
Capital invested by funds: $18.8M → $10.5M (-$8.36M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$245K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$409 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
F3Logic
Burnsville,
Minnesota
|
-$4.3M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.17M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$988K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$16.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
Cetera Advisors
Denver,
Colorado
| $4.65M | +$245K | +18,004 | +6% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $2.16M | +$13.2K | +970 | +0.6% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $1.19M | -$988K | -72,587 | -45% |
|
|
F
4
F3Logic
Burnsville,
Minnesota
| $1M | -$4.3M | -316,083 | -81% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $524K | -$735 | -54 | -0.1% |
|
|
AWM
6
Avior Wealth Management
Omaha,
Nebraska
| $429K | – | – | – |
|
|
CF
7
Centaurus Financial
Anaheim,
California
| $181K | – | – | – |
|
|
WP
8
WealthPLAN Partners
Omaha,
Nebraska
| $164K | -$16.8K | -1,233 | -8% |
|
|
WIM
9
WealthPlan Investment Management
Omaha,
Nebraska
| $164K | +$181K | +13,310 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $10K | +$409 | +30 | +4% |
|
|
NA
11
NewEdge Advisors
New Orleans,
Louisiana
| – | -$2.17M | -148,296 | Closed |
|
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | -$19K | -1,309 | Closed |
|
|
CA
13
CoreCap Advisors
Southfield,
Michigan
| – | -$2K | -138 | Closed |
|
RHRX Hedge Fund Activity: Q1 2022 in Review
10 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Rotation ETF (RHRX) for Q1 2022, worth a combined $10.5M — down 44% from $18.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of RHRX and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 3 added.
The largest buyer was Cetera Advisors, adding an estimated $245K. The largest seller was F3Logic, cutting an estimated $4.3M.
- 10 institutional investors held RH Tactical Rotation ETF (RHRX) as of Q1 2022, down from 12 in Q4 2021.
- Funds reported $10.5M of RH Tactical Rotation ETF stock for Q1 2022, down 44% quarter-over-quarter.
- 1 fund opened new RH Tactical Rotation ETF positions in Q1 2022 and 3 closed out, a net change of -2 holders.
- The largest RH Tactical Rotation ETF buyer in Q1 2022 was Cetera Advisors, an estimated $245K added.
- The largest RH Tactical Rotation ETF seller in Q1 2022 was F3Logic, an estimated $4.3M sold.
Based on aggregated 13F filings for Q1 2022.