RH Tactical Outlook ETF
RHTX
7 hedge funds and large institutions have $4.52M invested in RH Tactical Outlook ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 6 reducing their positions, and 3 closing their positions.
6.76% more ownership
Funds ownership: 45.61% → 52.37% (+6.8%)
30% less funds holding
Funds holding: 10 → 7 (-3)
46% less capital invested
Capital invested by funds: $8.34M → $4.52M (-$3.82M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 6
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$2.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$791K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$578K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$222K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
Cetera Advisors
Denver,
Colorado
| $2.25M | -$222K | -16,762 | -9% |
|
|
PCIA
2
Prime Capital Investment Advisors
Overland Park,
Kansas
| $1.26M | -$6.61K | -500 | -0.5% |
|
|
EAM
3
Empirical Asset Management
Wellesley,
Massachusetts
| $612K | -$8.53K | -645 | -1% |
|
|
NA
4
NewEdge Advisors
New Orleans,
Louisiana
| $192K | -$18.1K | -1,371 | -9% |
|
|
AWM
5
Avior Wealth Management
Omaha,
Nebraska
| $185K | – | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $12.2K | -$17.9K | -1,353 | -60% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $9.26K | -$124K | -9,409 | -93% |
|
|
GFA
8
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| – | -$2.3M | -177,657 | Closed |
|
|
9
Envestnet Asset Management
Chicago,
Illinois
| – | -$791K | -60,933 | Closed |
|
|
CAN
10
Cetera Advisor Networks
El Segundo,
California
| – | -$578K | -44,554 | Closed |
|
RHTX Hedge Fund Activity: Q4 2023 in Review
7 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in RH Tactical Outlook ETF (RHTX) for Q4 2023, worth a combined $4.52M — down 46% from $8.34M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of RHTX and 0 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 0 added.
The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $2.3M sold.
- 7 institutional investors held RH Tactical Outlook ETF (RHTX) as of Q4 2023, down from 10 in Q3 2023.
- Funds reported $4.52M of RH Tactical Outlook ETF stock for Q4 2023, down 46% quarter-over-quarter.
- 0 funds opened new RH Tactical Outlook ETF positions in Q4 2023 and 3 closed out, a net change of -3 holders.
- The largest RH Tactical Outlook ETF seller in Q4 2023 was Gallagher Fiduciary Advisors, an estimated $2.3M sold.
Based on aggregated 13F filings for Q4 2023.