We are live on ! Find out more
RHRX icon

RH Tactical Rotation ETF
RHRX

13 hedge funds and large institutions have $8.82M invested in RH Tactical Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.36% less ownership

Funds ownership: 52.02% → 44.65% (-7.4%)

13% less funds holding

Funds holding: 15 → 13 (-2)

16% less capital invested

Capital invested by funds: $10.5M → $8.82M (-$1.7M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

88% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 8

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCIA
Prime Capital Investment Advisors
Kansas
+$452K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.2K
3
UBS Group
UBS Group
Switzerland
+$4.85K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$689K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$672K
3
LPL Financial
LPL Financial
California
-$340K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$293K
5
NA
NewEdge Advisors
Louisiana
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cetera Advisors
Colorado
$3.86M -$183K -15,336 -5%
LPL Financial
2
LPL Financial
California
$1.96M -$340K -28,420 -15%
GFA
3
Gallagher Fiduciary Advisors
Illinois
$692K -$28.2K -2,358 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$583K -$672K -56,151 -55%
PCIA
5
Prime Capital Investment Advisors
Kansas
$475K +$452K +37,752 New
AWM
6
Avior Wealth Management
Nebraska
$401K – – –
OMC
7
Old Mission Capital
Illinois
$292K -$118K -9,903 -30%
WP
8
WealthPLAN Partners
Nebraska
$162K -$1.87K -156 -1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$148K +$11.2K +935 +9%
CF
10
Centaurus Financial
California
$139K -$56.4K -4,713 -30%
NA
11
NewEdge Advisors
Louisiana
$91.9K -$209K -17,449 -70%
Osaic Holdings
12
Osaic Holdings
Arizona
$11.9K – – –
UBS Group
13
UBS Group
Switzerland
$5.09K +$4.85K +405 New
CAN
14
Cetera Advisor Networks
California
– -$689K -57,923 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– -$293K -24,635 Closed
Wells Fargo
16
Wells Fargo
California
– -$6.64K -558 Closed

RHRX Hedge Fund Activity: Q2 2023 in Review

13 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Rotation ETF (RHRX) for Q2 2023, worth a combined $8.82M — down 16% from $10.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of RHRX and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 1 added.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $452K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $689K sold.

  • 13 institutional investors held RH Tactical Rotation ETF (RHRX) as of Q2 2023, down from 15 in Q1 2023.
  • Funds reported $8.82M of RH Tactical Rotation ETF stock for Q2 2023, down 16% quarter-over-quarter.
  • 2 funds opened new RH Tactical Rotation ETF positions in Q2 2023 and 3 closed out, a net change of -1 holder.
  • The largest RH Tactical Rotation ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $452K added.
  • The largest RH Tactical Rotation ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $689K sold.

Based on aggregated 13F filings for Q2 2023.