RH Tactical Outlook ETF
RHTX
11 hedge funds and large institutions have $11.4M invested in RH Tactical Outlook ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 2 closing their positions.
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
15% less funds holding
Funds holding: 13 → 11 (-2)
18.53% less ownership
Funds ownership: 71.88% → 53.36% (-19%)
27% less capital invested
Capital invested by funds: $15.5M → $11.4M (-$4.12M)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$2.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.31K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$1.35M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$214K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$186K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$138K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.57M | +$8.31K | +634 | +0.3% |
|
|
CA
2
Cetera Advisors
Denver,
Colorado
| $2.54M | -$1.43K | -109 | -0.1% |
|
|
GFA
3
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $2.48M | +$2.5M | +190,939 | New |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.5M | -$138K | -10,497 | -8% |
|
|
CAN
5
Cetera Advisor Networks
El Segundo,
California
| $1.09M | -$122K | -9,271 | -10% |
|
|
EAM
6
Empirical Asset Management
Wellesley,
Massachusetts
| $578K | -$1.51K | -115 | -0.3% |
|
|
NA
7
NewEdge Advisors
New Orleans,
Louisiana
| $289K | -$186K | -14,209 | -39% |
|
|
AWM
8
Avior Wealth Management
Omaha,
Nebraska
| $175K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $131K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| $6.5K | +$6.57K | +501 | New |
|
11
UBS Group
Zurich,
Switzerland
| $1.65K | -$43.2K | -3,296 | -96% |
|
|
PCIA
12
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$1.35M | -105,807 | Closed |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$214K | -16,689 | Closed |
|
RHTX Hedge Fund Activity: Q1 2023 in Review
11 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Outlook ETF (RHTX) for Q1 2023, worth a combined $11.4M — down 27% from $15.5M a quarter earlier.
Fund positioning in RHTX was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 6 trimmed.
The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $2.5M. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $1.35M sold.
- 11 institutional investors held RH Tactical Outlook ETF (RHTX) as of Q1 2023, down from 13 in Q4 2022.
- Funds reported $11.4M of RH Tactical Outlook ETF stock for Q1 2023, down 27% quarter-over-quarter.
- 2 funds opened new RH Tactical Outlook ETF positions in Q1 2023 and 2 closed out, a net change of 0 holders.
- The largest RH Tactical Outlook ETF buyer in Q1 2023 was Gallagher Fiduciary Advisors, an estimated $2.5M added.
- The largest RH Tactical Outlook ETF seller in Q1 2023 was Prime Capital Investment Advisors, an estimated $1.35M sold.
Based on aggregated 13F filings for Q1 2023.