Advocate Rising Rate Hedge ETF
RRH was delisted on the 24th of October, 2023.
3 hedge funds and large institutions have $1.54M invested in Advocate Rising Rate Hedge ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 8 closing their positions.
19% less capital invested
Capital invested by funds: $1.91M → $1.54M (-$369K)
67% less funds holding
Funds holding: 9 → 3 (-6)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$385K |
| 2 |
FF
Friedenthal Financial
Marlton,
New Jersey
|
+$227K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$928 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$407K |
| 2 |
Jane Street
New York
|
-$229K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$28.3K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$20.5K |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$3.08K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FF
1
Friedenthal Financial
Marlton,
New Jersey
| $1.2M | +$227K | +9,059 | +20% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $338K | +$385K | +15,360 | New |
|
|
SWM
3
Spire Wealth Management
Mclean,
Virginia
| $815 | +$928 | +37 | New |
|
|
USCWA
4
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$407K | -15,191 | Closed |
|
|
5
Jane Street
New York
| – | -$229K | -8,557 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$28.3K | -1,057 | Closed |
|
|
BAM
7
Belpointe Asset Management
Reno,
Nevada
| – | -$20.5K | -765 | Closed |
|
8
Osaic Holdings
Scottsdale,
Arizona
| – | -$3K | -125 | Closed |
|
|
WAM
9
Worth Asset Management
Dallas,
Texas
| – | -$3.08K | -115 | Closed |
|
10
Morgan Stanley
New York
| – | -$134 | -5 | Closed |
|
11
Fidelity Investments
Boston,
Massachusetts
| – | -$27 | -1 | Closed |
|
RRH Hedge Fund Activity: Q1 2023 in Review
3 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Advocate Rising Rate Hedge ETF (RRH) for Q1 2023, worth a combined $1.54M — down 19% from $1.91M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of RRH and 2 opened new positions — a net loss of 6 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $385K. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $407K sold.
- 3 institutional investors held Advocate Rising Rate Hedge ETF (RRH) as of Q1 2023, down from 9 in Q4 2022.
- Funds reported $1.54M of Advocate Rising Rate Hedge ETF stock for Q1 2023, down 19% quarter-over-quarter.
- 2 funds opened new Advocate Rising Rate Hedge ETF positions in Q1 2023 and 8 closed out, a net change of -6 holders.
- The largest Advocate Rising Rate Hedge ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $385K added.
- The largest Advocate Rising Rate Hedge ETF seller in Q1 2023 was U.S. Capital Wealth Advisors, an estimated $407K sold.
Based on aggregated 13F filings for Q1 2023.