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RH Tactical Rotation ETF
RHRX

13 hedge funds and large institutions have $6.69M invested in RH Tactical Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 13 → 13 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

7.65% less ownership

Funds ownership: 44.65% → 37% (-7.7%)

24% less capital invested

Capital invested by funds: $8.82M → $6.69M (-$2.13M)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
+$566K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$212K
3
UBS Group
UBS Group
Switzerland
+$15.3K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.96M
2
CA
Cetera Advisors
Colorado
-$385K
3
OMC
Old Mission Capital
Illinois
-$157K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$148K
5
PCIA
Prime Capital Investment Advisors
Kansas
-$43.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cetera Advisors
Colorado
$3.34M -$385K -30,772 -10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$767K +$212K +16,989 +37%
GFA
3
Gallagher Fiduciary Advisors
Illinois
$645K -$22.6K -1,808 -3%
CAN
4
Cetera Advisor Networks
California
$549K +$566K +45,261 New
PCIA
5
Prime Capital Investment Advisors
Kansas
$415K -$43.6K -3,486 -9%
AWM
6
Avior Wealth Management
Nebraska
$387K – – –
WP
7
WealthPLAN Partners
Nebraska
$156K -$400 -32 -0.2%
CF
8
Centaurus Financial
California
$134K – – –
OMC
9
Old Mission Capital
Illinois
$129K -$157K -12,588 -54%
NA
10
NewEdge Advisors
Louisiana
$71.3K -$17.8K -1,423 -19%
HGERS
11
Householder Group Estate & Retirement Specialist
Arizona
$57.3K +$59.1K +4,724 New
UBS Group
12
UBS Group
Switzerland
$19.7K +$15.3K +1,220 +301%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.5K – – –
LPL Financial
14
LPL Financial
California
– -$1.96M -156,010 Closed
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
– -$148K -11,796 Closed

RHRX Hedge Fund Activity: Q3 2023 in Review

13 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Rotation ETF (RHRX) for Q3 2023, worth a combined $6.69M — down 24% from $8.82M a quarter earlier.

Fund positioning in RHRX was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 6 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $566K. The largest seller was LPL Financial, exiting entirely with an estimated $1.96M sold.

  • 13 institutional investors held RH Tactical Rotation ETF (RHRX) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $6.69M of RH Tactical Rotation ETF stock for Q3 2023, down 24% quarter-over-quarter.
  • 2 funds opened new RH Tactical Rotation ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
  • The largest RH Tactical Rotation ETF buyer in Q3 2023 was Cetera Advisor Networks, an estimated $566K added.
  • The largest RH Tactical Rotation ETF seller in Q3 2023 was LPL Financial, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2023.