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RH Tactical Rotation ETF
RHRX

14 hedge funds and large institutions have $10.9M invested in RH Tactical Rotation ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

27% more funds holding

Funds holding: 11 → 14 (+3)

2.83% more ownership

Funds ownership: 45.33% → 48.16% (+2.8%)

1% less capital invested

Capital invested by funds: $11M → $10.9M (-$120K)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$338K
2
Jane Street
Jane Street
New York
+$126K
3
HGERS
Householder Group Estate & Retirement Specialist
Arizona
+$57.7K
4
CF
Centaurus Financial
California
+$28.2K
5
UBS Group
UBS Group
Switzerland
+$2.78K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$214K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$94.6K
3
CA
Cetera Advisors
Colorado
-$51K
4
F
F3Logic
Minnesota
-$38.4K
5
NA
NewEdge Advisors
Louisiana
-$32.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cetera Advisors
Colorado
$3.38M -$51K -4,174 -1%
LPL Financial
2
LPL Financial
California
$2.8M -$214K -17,554 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.6M -$20.5K -1,682 -1%
NA
4
NewEdge Advisors
Louisiana
$852K -$32.8K -2,685 -3%
F
5
F3Logic
Minnesota
$795K -$38.4K -3,143 -4%
AWM
6
Avior Wealth Management
Nebraska
$355K – – –
OMC
7
Old Mission Capital
Illinois
$309K +$338K +27,710 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$290K -$94.6K -7,749 -23%
CF
9
Centaurus Financial
California
$175K +$28.2K +2,309 +17%
WIM
10
WealthPlan Investment Management
Nebraska
$159K +$160K +13,110 New
Jane Street
11
Jane Street
New York
$115K +$126K +10,322 New
HGERS
12
Householder Group Estate & Retirement Specialist
Arizona
$52K +$57.7K +4,724 New
UBS Group
13
UBS Group
Switzerland
$14K +$2.78K +228 +23%
Osaic Holdings
14
Osaic Holdings
Arizona
$8K – – –
CA
15
CoreCap Advisors
Michigan
– -$2K -138 Closed

RHRX Hedge Fund Activity: Q3 2022 in Review

14 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Rotation ETF (RHRX) for Q3 2022, worth a combined $10.9M — down 1.1% from $11M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RHRX positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 6 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $338K. The largest seller was LPL Financial, cutting an estimated $214K.

  • 14 institutional investors held RH Tactical Rotation ETF (RHRX) as of Q3 2022, up from 11 in Q2 2022.
  • Funds reported $10.9M of RH Tactical Rotation ETF stock for Q3 2022, down 1.1% quarter-over-quarter.
  • 4 funds opened new RH Tactical Rotation ETF positions in Q3 2022 and 1 closed out, a net change of +3 holders.
  • The largest RH Tactical Rotation ETF buyer in Q3 2022 was Old Mission Capital, an estimated $338K added.
  • The largest RH Tactical Rotation ETF seller in Q3 2022 was LPL Financial, an estimated $214K sold.

Based on aggregated 13F filings for Q3 2022.