Advocate Rising Rate Hedge ETF
RRH was delisted on the 24th of October, 2023.
9 hedge funds and large institutions have $1.91M invested in Advocate Rising Rate Hedge ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
200% more funds holding
Funds holding: 3 → 9 (+6)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
37% less capital invested
Capital invested by funds: $3.05M → $1.91M (-$1.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$278K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$34.4K |
| 3 |
FF
Friedenthal Financial
Marlton,
New Jersey
|
+$25.2K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$24.9K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$1.12M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FF
1
Friedenthal Financial
Marlton,
New Jersey
| $1.22M | +$25.2K | +775 | +2% |
|
|
USCWA
2
U.S. Capital Wealth Advisors
Austin,
Texas
| $407K | -$1.12M | -34,301 | -69% |
|
|
3
Jane Street
New York
| $229K | +$278K | +8,557 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $28.3K | +$34.4K | +1,057 | New |
|
|
BAM
5
Belpointe Asset Management
Reno,
Nevada
| $20.5K | +$24.9K | +765 | New |
|
|
WAM
6
Worth Asset Management
Dallas,
Texas
| $3.08K | +$3.74K | +115 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $3K | +$4.07K | +125 | New |
|
8
Morgan Stanley
New York
| $134 | +$163 | +5 | New |
|
9
Fidelity Investments
Boston,
Massachusetts
| $27 | +$33 | +1 | New |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| – | -$8K | -300 | Closed |
|
RRH Hedge Fund Activity: Q4 2022 in Review
9 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Advocate Rising Rate Hedge ETF (RRH) for Q4 2022, worth a combined $1.91M — down 37% from $3.05M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RRH positions and 1 closed out — a net gain of 6 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $278K. The largest seller was U.S. Capital Wealth Advisors, cutting an estimated $1.12M.
- 9 institutional investors held Advocate Rising Rate Hedge ETF (RRH) as of Q4 2022, up from 3 in Q3 2022.
- Funds reported $1.91M of Advocate Rising Rate Hedge ETF stock for Q4 2022, down 37% quarter-over-quarter.
- 7 funds opened new Advocate Rising Rate Hedge ETF positions in Q4 2022 and 1 closed out, a net change of +6 holders.
- The largest Advocate Rising Rate Hedge ETF buyer in Q4 2022 was Jane Street, an estimated $278K added.
- The largest Advocate Rising Rate Hedge ETF seller in Q4 2022 was U.S. Capital Wealth Advisors, an estimated $1.12M sold.
Based on aggregated 13F filings for Q4 2022.