RH Tactical Outlook ETF
RHTX
10 hedge funds and large institutions have $15.4M invested in RH Tactical Outlook ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
43% more funds holding
Funds holding: 7 → 10 (+3)
1.09% less ownership
Funds ownership: 62.87% → 61.78% (-1.1%)
27% less capital invested
Capital invested by funds: $21M → $15.4M (-$5.59M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.48M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$733K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$178K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$18.4K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$190 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.22M |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
-$1.96M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$172K |
| 4 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$4.88K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
F
1
F3Logic
Burnsville,
Minnesota
| $7.97M | -$1.96M | -144,113 | -18% |
|
|
2
LPL Financial
San Diego,
California
| $2.29M | +$2.48M | +182,809 | New |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $2.03M | – | – | – |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.53M | -$172K | -12,636 | -9% |
|
|
NA
5
NewEdge Advisors
New Orleans,
Louisiana
| $677K | +$733K | +54,008 | New |
|
|
EAM
6
Empirical Asset Management
Wellesley,
Massachusetts
| $560K | -$4.88K | -359 | -0.8% |
|
|
AWM
7
Avior Wealth Management
Omaha,
Nebraska
| $168K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $164K | +$178K | +13,085 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $20K | +$18.4K | +1,357 | +508% |
|
|
AI
10
Atria Investments
Charlotte,
North Carolina
| – | -$4.22M | -285,646 | Closed |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | +$190 | +14 | New |
|
RHTX Hedge Fund Activity: Q2 2022 in Review
10 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Outlook ETF (RHTX) for Q2 2022, worth a combined $15.4M — down 27% from $21M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RHTX positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $2.48M. The largest seller was Atria Investments, exiting entirely with an estimated $4.22M sold.
- 10 institutional investors held RH Tactical Outlook ETF (RHTX) as of Q2 2022, up from 7 in Q1 2022.
- Funds reported $15.4M of RH Tactical Outlook ETF stock for Q2 2022, down 27% quarter-over-quarter.
- 4 funds opened new RH Tactical Outlook ETF positions in Q2 2022 and 1 closed out, a net change of +3 holders.
- The largest RH Tactical Outlook ETF buyer in Q2 2022 was LPL Financial, an estimated $2.48M added.
- The largest RH Tactical Outlook ETF seller in Q2 2022 was Atria Investments, an estimated $4.22M sold.
Based on aggregated 13F filings for Q2 2022.