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RH Tactical Rotation ETF
RHRX

14 hedge funds and large institutions have $6.98M invested in RH Tactical Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

3.98% less ownership

Funds ownership: 47.1% → 43.12% (-4%)

7% less funds holding

Funds holding: 15 → 14 (-1)

8% less capital invested

Capital invested by funds: $7.62M → $6.98M (-$633K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KPWS
Kestra Private Wealth Services
Texas
+$243K
2
GS
GTS Securities
New York
+$206K
3
NA
NewEdge Advisors
Louisiana
+$176K
4
UBS Group
UBS Group
Switzerland
+$307

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$620K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$331K
3
OMC
Old Mission Capital
Illinois
-$306K
4
PCIA
Prime Capital Investment Advisors
Kansas
-$2.44K
5
CF
Centaurus Financial
California
-$2.18K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.15M -$620K -40,390 -17%
KPWS
2
Kestra Private Wealth Services
Texas
$1.25M +$243K +15,844 +25%
PCIA
3
Prime Capital Investment Advisors
Kansas
$514K -$2.44K -159 -0.5%
AWM
4
Avior Wealth Management
Nebraska
$502K – – –
GS
5
GTS Securities
New York
$381K +$206K +13,429 +124%
SWP
6
Stratos Wealth Partners
Ohio
$335K – – –
NA
7
NewEdge Advisors
Louisiana
$272K +$176K +11,448 +195%
CF
8
Centaurus Financial
California
$171K -$2.18K -142 -1%
OMC
9
Old Mission Capital
Illinois
$162K -$306K -19,960 -66%
WP
10
WealthPLAN Partners
Nebraska
$160K – – –
HGERS
11
Householder Group Estate & Retirement Specialist
Arizona
$74K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$3.22K – – –
CA
13
CoreCap Advisors
Michigan
$2.17K – – –
UBS Group
14
UBS Group
Switzerland
$582 +$307 +20 +118%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
– -$331K -21,077 Closed

RHRX Hedge Fund Activity: Q3 2024 in Review

14 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Rotation ETF (RHRX) for Q3 2024, worth a combined $6.98M — down 8.3% from $7.62M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of RHRX and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.

The largest buyer was Kestra Private Wealth Services, adding an estimated $243K. The largest seller was Cetera Investment Advisers, cutting an estimated $620K.

  • 14 institutional investors held RH Tactical Rotation ETF (RHRX) as of Q3 2024, down from 15 in Q2 2024.
  • Funds reported $6.98M of RH Tactical Rotation ETF stock for Q3 2024, down 8.3% quarter-over-quarter.
  • 0 funds opened new RH Tactical Rotation ETF positions in Q3 2024 and 1 closed out, a net change of -1 holder.
  • The largest RH Tactical Rotation ETF buyer in Q3 2024 was Kestra Private Wealth Services, an estimated $243K added.
  • The largest RH Tactical Rotation ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $620K sold.

Based on aggregated 13F filings for Q3 2024.