RH Tactical Rotation ETF
RHRX
11 hedge funds and large institutions have $11M invested in RH Tactical Rotation ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
10.18% more ownership
Funds ownership: 35.15% → 45.33% (+10%)
10% more funds holding
Funds holding: 10 → 11 (+1)
5% more capital invested
Capital invested by funds: $10.5M → $11M (+$551K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.35M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$985K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.29K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.62K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$1.72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.19M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$471K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$190K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$64.3K |
| 5 |
F
F3Logic
Burnsville,
Minnesota
|
-$447 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
Cetera Advisors
Denver,
Colorado
| $3.54M | -$471K | -37,917 | -11% |
|
|
2
LPL Financial
San Diego,
California
| $3.1M | +$3.35M | +269,156 | New |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1.67M | -$190K | -15,317 | -10% |
|
|
NA
4
NewEdge Advisors
New Orleans,
Louisiana
| $913K | +$985K | +79,221 | New |
|
|
F
5
F3Logic
Burnsville,
Minnesota
| $860K | -$447 | -36 | -0% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $389K | -$64.3K | -5,171 | -13% |
|
|
AWM
7
Avior Wealth Management
Omaha,
Nebraska
| $367K | – | – | – |
|
|
CF
8
Centaurus Financial
Anaheim,
California
| $155K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $12K | +$3.62K | +291 | +41% |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $9K | +$9.29K | +747 | New |
|
|
CA
11
CoreCap Advisors
Southfield,
Michigan
| $2K | +$1.72K | +138 | New |
|
|
AI
12
Atria Investments
Charlotte,
North Carolina
| – | -$1.19M | -88,377 | Closed |
|
RHRX Hedge Fund Activity: Q2 2022 in Review
11 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Rotation ETF (RHRX) for Q2 2022, worth a combined $11M — up 5.3% from $10.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RHRX positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $3.35M. The largest seller was Atria Investments, exiting entirely with an estimated $1.19M sold.
- 11 institutional investors held RH Tactical Rotation ETF (RHRX) as of Q2 2022, up from 10 in Q1 2022.
- Funds reported $11M of RH Tactical Rotation ETF stock for Q2 2022, up 5.3% quarter-over-quarter.
- 4 funds opened new RH Tactical Rotation ETF positions in Q2 2022 and 1 closed out, a net change of +3 holders.
- The largest RH Tactical Rotation ETF buyer in Q2 2022 was LPL Financial, an estimated $3.35M added.
- The largest RH Tactical Rotation ETF seller in Q2 2022 was Atria Investments, an estimated $1.19M sold.
Based on aggregated 13F filings for Q2 2022.