RH Tactical Rotation ETF
RHRX
15 hedge funds and large institutions have $10.5M invested in RH Tactical Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5.65% less ownership
Funds ownership: 57.67% → 52.02% (-5.7%)
12% less funds holding
Funds holding: 17 → 15 (-2)
21% less capital invested
Capital invested by funds: $13.4M → $10.5M (-$2.83M)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$680K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$129K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$59.8K |
| 4 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$56K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.61K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$945K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$535K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$521K |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$461K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$359K |
RHRX Hedge Fund Activity: Q1 2023 in Review
15 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Rotation ETF (RHRX) for Q1 2023, worth a combined $10.5M — down 21% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RHRX positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $680K. The largest seller was LPL Financial, cutting an estimated $945K.
- 15 institutional investors held RH Tactical Rotation ETF (RHRX) as of Q1 2023, down from 17 in Q4 2022.
- Funds reported $10.5M of RH Tactical Rotation ETF stock for Q1 2023, down 21% quarter-over-quarter.
- 4 funds opened new RH Tactical Rotation ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest RH Tactical Rotation ETF buyer in Q1 2023 was Gallagher Fiduciary Advisors, an estimated $680K added.
- The largest RH Tactical Rotation ETF seller in Q1 2023 was LPL Financial, an estimated $945K sold.
Based on aggregated 13F filings for Q1 2023.