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RH Tactical Rotation ETF
RHRX

15 hedge funds and large institutions have $7.64M invested in RH Tactical Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

22.18% more ownership

Funds ownership: 37% → 59.18% (+22%)

15% more funds holding

Funds holding: 13 → 15 (+2)

14% more capital invested

Capital invested by funds: $6.69M → $7.64M (+$950K)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$347K
2
CAN
Cetera Advisor Networks
California
+$259K
3
GS
GTS Securities
New York
+$247K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$137K
5
LPL Financial
LPL Financial
California
+$129K

Top Sellers

Rank Fund Capital Flow
1
GFA
Gallagher Fiduciary Advisors
Illinois
-$645K
2
UBS Group
UBS Group
Switzerland
-$16.5K
3
WP
WealthPLAN Partners
Nebraska
-$9.04K
4
OMC
Old Mission Capital
Illinois
-$6.17K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cetera Advisors
Colorado
$3.63M +$70.1K +5,675 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.18M +$347K +28,068 +44%
CAN
3
Cetera Advisor Networks
California
$855K +$259K +21,005 +46%
PCIA
4
Prime Capital Investment Advisors
Kansas
$442K – – –
AWM
5
Avior Wealth Management
Nebraska
$412K – – –
GS
6
GTS Securities
New York
$258K +$247K +19,976 New
WP
7
WealthPLAN Partners
Nebraska
$156K -$9.04K -732 -6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$143K +$137K +11,074 New
CF
9
Centaurus Financial
California
$142K – – –
LPL Financial
10
LPL Financial
California
$134K +$129K +10,419 New
OMC
11
Old Mission Capital
Illinois
$130K -$6.17K -500 -5%
NA
12
NewEdge Advisors
Louisiana
$75.9K – – –
HGERS
13
Householder Group Estate & Retirement Specialist
Arizona
$60K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$12.3K – – –
UBS Group
15
UBS Group
Switzerland
$3.73K -$16.5K -1,336 -82%
GFA
16
Gallagher Fiduciary Advisors
Illinois
– -$645K -53,191 Closed

RHRX Hedge Fund Activity: Q4 2023 in Review

15 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Rotation ETF (RHRX) for Q4 2023, worth a combined $7.64M — up 14% from $6.69M a quarter earlier.

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

The largest buyer was Envestnet Asset Management, adding an estimated $347K. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $645K sold.

  • 15 institutional investors held RH Tactical Rotation ETF (RHRX) as of Q4 2023, up from 13 in Q3 2023.
  • Funds reported $7.64M of RH Tactical Rotation ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 3 funds opened new RH Tactical Rotation ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
  • The largest RH Tactical Rotation ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $347K added.
  • The largest RH Tactical Rotation ETF seller in Q4 2023 was Gallagher Fiduciary Advisors, an estimated $645K sold.

Based on aggregated 13F filings for Q4 2023.