RH Tactical Outlook ETF
RHTX
10 hedge funds and large institutions have $8.34M invested in RH Tactical Outlook ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
9.62% less ownership
Funds ownership: 55.23% → 45.61% (-9.6%)
30% less capital invested
Capital invested by funds: $12M → $8.34M (-$3.65M)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
+$34.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$30.3K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$8.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.67M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$228K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$173K |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$149K |
| 5 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
Cetera Advisors
Denver,
Colorado
| $2.35M | -$173K | -12,830 | -7% |
|
|
GFA
2
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $2.3M | -$115K | -8,503 | -5% |
|
|
PCIA
3
Prime Capital Investment Advisors
Overland Park,
Kansas
| $1.2M | -$149K | -11,006 | -11% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $791K | -$228K | -16,920 | -22% |
|
|
EAM
5
Empirical Asset Management
Wellesley,
Massachusetts
| $588K | +$34.6K | +2,567 | +6% |
|
|
CAN
6
Cetera Advisor Networks
El Segundo,
California
| $578K | +$8.1K | +600 | +1% |
|
|
NA
7
NewEdge Advisors
New Orleans,
Louisiana
| $200K | -$61.6K | -4,561 | -23% |
|
|
AWM
8
Avior Wealth Management
Omaha,
Nebraska
| $175K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $131K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $29.1K | +$30.3K | +2,244 | New |
|
|
11
LPL Financial
San Diego,
California
| – | -$2.67M | -197,652 | Closed |
|
RHTX Hedge Fund Activity: Q3 2023 in Review
10 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Outlook ETF (RHTX) for Q3 2023, worth a combined $8.34M — down 30% from $12M a quarter earlier.
Fund positioning in RHTX was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 5 trimmed.
The largest buyer was Empirical Asset Management, adding an estimated $34.6K. The largest seller was LPL Financial, exiting entirely with an estimated $2.67M sold.
- 10 institutional investors held RH Tactical Outlook ETF (RHTX) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $8.34M of RH Tactical Outlook ETF stock for Q3 2023, down 30% quarter-over-quarter.
- 1 fund opened new RH Tactical Outlook ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest RH Tactical Outlook ETF buyer in Q3 2023 was Empirical Asset Management, an estimated $34.6K added.
- The largest RH Tactical Outlook ETF seller in Q3 2023 was LPL Financial, an estimated $2.67M sold.
Based on aggregated 13F filings for Q3 2023.