RH Tactical Outlook ETF
RHTX
10 hedge funds and large institutions have $12M invested in RH Tactical Outlook ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 7 reducing their positions, and 2 closing their positions.
6% more capital invested
Capital invested by funds: $11.4M → $12M (+$639K)
1.87% more ownership
Funds ownership: 53.36% → 55.23% (+1.9%)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$520K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$496K |
| 3 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$62.3K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$30.4K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$23.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
LPL Financial
San Diego,
California
| $2.67M | -$822 | -63 | -0% |
|
|
CA
2
Cetera Advisors
Denver,
Colorado
| $2.61M | -$23.4K | -1,794 | -0.9% |
|
|
GFA
3
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $2.51M | -$62.3K | -4,779 | -3% |
|
|
PCIA
4
Prime Capital Investment Advisors
Overland Park,
Kansas
| $1.39M | +$1.35M | +103,387 | New |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $1.05M | -$496K | -38,003 | -33% |
|
|
CAN
6
Cetera Advisor Networks
El Segundo,
California
| $593K | -$520K | -39,889 | -48% |
|
|
EAM
7
Empirical Asset Management
Wellesley,
Massachusetts
| $577K | -$23.3K | -1,787 | -4% |
|
|
NA
8
NewEdge Advisors
New Orleans,
Louisiana
| $269K | -$30.4K | -2,334 | -10% |
|
|
AWM
9
Avior Wealth Management
Omaha,
Nebraska
| $182K | – | – | – |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $136K | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| – | -$6.5K | -501 | Closed |
|
12
UBS Group
Zurich,
Switzerland
| – | -$1.65K | -127 | Closed |
|
RHTX Hedge Fund Activity: Q2 2023 in Review
10 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Outlook ETF (RHTX) for Q2 2023, worth a combined $12M — up 5.6% from $11.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of RHTX and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 0 added.
The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $1.35M. The largest seller was Cetera Advisor Networks, cutting an estimated $520K.
- 10 institutional investors held RH Tactical Outlook ETF (RHTX) as of Q2 2023, down from 11 in Q1 2023.
- Funds reported $12M of RH Tactical Outlook ETF stock for Q2 2023, up 5.6% quarter-over-quarter.
- 1 fund opened new RH Tactical Outlook ETF positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest RH Tactical Outlook ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $1.35M added.
- The largest RH Tactical Outlook ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $520K sold.
Based on aggregated 13F filings for Q2 2023.