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RH Tactical Rotation ETF
RHRX

12 hedge funds and large institutions have $10.6M invested in RH Tactical Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $7.64M → $10.6M (+$2.94M)

23.35% more ownership

Funds ownership: 59.18% → 82.53% (+23%)

20% less funds holding

Funds holding: 15 → 12 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$89.4K
3
CA
CoreCap Advisors
Michigan
+$1.9K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$706K
2
CAN
Cetera Advisor Networks
California
-$670K
3
GS
GTS Securities
New York
-$258K
4
CF
Centaurus Financial
California
-$142K
5
LPL Financial
LPL Financial
California
-$134K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$4.24M +$4.01M +290,968 New
CA
2
Cetera Advisors
Colorado
$3.98M -$112K -8,159 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$585K -$706K -51,205 -56%
PCIA
4
Prime Capital Investment Advisors
Kansas
$478K -$19.9K -1,444 -4%
AWM
5
Avior Wealth Management
Nebraska
$465K – – –
CAN
6
Cetera Advisor Networks
California
$257K -$670K -48,600 -73%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$256K +$89.4K +6,484 +59%
WP
8
WealthPLAN Partners
Nebraska
$151K -$23.9K -1,735 -14%
NA
9
NewEdge Advisors
Louisiana
$85.6K – – –
HGERS
10
Householder Group Estate & Retirement Specialist
Arizona
$68.8K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$10.9K -$2.8K -203 -21%
CA
12
CoreCap Advisors
Michigan
$2.01K +$1.9K +138 New
GS
13
GTS Securities
New York
– -$258K -19,976 Closed
CF
14
Centaurus Financial
California
– -$142K -11,022 Closed
LPL Financial
15
LPL Financial
California
– -$134K -10,419 Closed
OMC
16
Old Mission Capital
Illinois
– -$130K -10,107 Closed
UBS Group
17
UBS Group
Switzerland
– -$3.73K -289 Closed

RHRX Hedge Fund Activity: Q1 2024 in Review

12 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Rotation ETF (RHRX) for Q1 2024, worth a combined $10.6M — up 39% from $7.64M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RHRX and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 1 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $4.01M. The largest seller was Envestnet Asset Management, cutting an estimated $706K.

  • 12 institutional investors held RH Tactical Rotation ETF (RHRX) as of Q1 2024, down from 15 in Q4 2023.
  • Funds reported $10.6M of RH Tactical Rotation ETF stock for Q1 2024, up 39% quarter-over-quarter.
  • 2 funds opened new RH Tactical Rotation ETF positions in Q1 2024 and 5 closed out, a net change of -3 holders.
  • The largest RH Tactical Rotation ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $4.01M added.
  • The largest RH Tactical Rotation ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $706K sold.

Based on aggregated 13F filings for Q1 2024.