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RH Tactical Rotation ETF (RHRX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for RH Tactical Rotation ETF (NYSEARCA:RHRX)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$8.10M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.18M
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RHRX Institutional Buying and Selling by Quarter

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RH Tactical Rotation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Cetera Investment Advisers195,846$3.09M0.0%-2.3%21.121%
2/12/2025OLD Mission Capital LLC23,363$368K0.0%+127.2%2.520%
2/11/2025LPL Financial LLC73,782$1.16M0.0%N/A7.957%
2/4/2025Partners Wealth Management LLC147,389$2.32M2.6%N/A15.895%
1/28/2025Kestra Private Wealth Services LLC68,542$1.08M0.0%-14.0%7.392%
9/23/2024Centaurus Financial Inc.11,022$173K0.0%N/A1.189%
8/22/2024Cetera Investment Advisers240,924$3.78M0.0%-17.2%25.982%
5/24/2024Cetera Advisors LLC273,302$3.98M0.0%-2.9%29.474%
5/24/2024Cetera Investment Advisers290,968$4.24M0.0%N/A31.379%
5/7/2024WealthPLAN Partners LLC10,383$151K0.0%-14.3%1.144%
11/15/2023WealthPlan Investment Management LLC12,850$156K0.0%N/A0.824%
11/14/2023Gallagher Fiduciary Advisors LLC53,191$645K0.1%-3.3%3.410%
11/9/2023WealthPlan Investment Management LLC12,850$156K0.0%N/A0.824%
11/9/2023Prime Capital Investment Advisors LLC34,266$415K0.0%-9.2%2.197%
10/10/2023Householder Group Estate & Retirement Specialist LLC4,724$57K0.0%N/A0.303%
8/14/2023Gallagher Fiduciary Advisors LLC54,999$692K0.1%-4.1%3.526%
8/10/2023Cetera Advisors LLC306,558$3.86M0.1%-4.8%19.651%
7/31/2023LPL Financial LLC156,010$1.96M0.0%-15.4%10.001%
4/13/2023Householder Group Estate & Retirement Specialist LLC4,724$56K0.0%N/A0.239%
2/27/2023Gallagher Benefit Services Inc.60,059$703K0.1%N/A3.003%
2/8/2023Prime Capital Investment Advisors LLC39,393$461K0.0%N/A1.970%
2/7/2023LPL Financial LLC264,166$3.09M0.0%+5.0%13.208%
2/7/2023Envestnet Asset Management Inc.147,570$1.73M0.0%+2.9%7.379%
12/12/2022WealthPlan Investment Management LLC13,110$159K0.0%N/A0.656%
12/5/2022Centaurus Financial Inc.15,735$175K0.0%+17.2%0.787%
11/14/2022OLD Mission Capital LLC27,710$309K0.0%N/A1.386%
10/26/2022F3Logic LLC71,512$795K0.2%-4.2%3.576%
10/11/2022Householder Group Estate & Retirement Specialist LLC4,724$52K0.0%N/A0.236%
8/13/2022NewEdge Advisors LLC79,221$913K0.0%N/A3.772%
8/11/2022Cetera Advisors LLC307,273$3.54M0.1%-11.0%14.632%
8/3/2022Envestnet Asset Management Inc.145,062$1.67M0.0%-9.6%6.908%
5/12/2022F3Logic LLC74,691$1M0.1%-80.9%3.415%
5/12/2022Cetera Advisors LLC345,190$4.65M0.1%+5.5%15.784%
5/4/2022Envestnet Asset Management Inc.160,379$2.16M0.0%+0.6%7.333%
5/3/2022WealthPLAN Partners LLC13,310$164K0.0%-8.5%0.609%
5/2/2022Atria Investments LLC88,377$1.19M0.0%-45.1%4.041%
2/4/2022Envestnet Asset Management Inc.159,409$2.33M0.0%N/A6.623%
2/4/2022F3Logic LLC390,774$5.72M0.7%N/A16.235%
2/4/2022Atria Investments LLC160,964$2.36M0.0%N/A6.687%
(Data available from 1/1/2016 forward)

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RHRX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RHRX shares?

During the previous two years, 12 institutional investors and hedge funds held shares of RH Tactical Rotation ETF. The most heavily invested institutionals were Cetera Advisors LLC ($3.98M), Cetera Investment Advisers ($3.09M), Partners Wealth Management LLC ($2.32M), LPL Financial LLC ($1.16M), Kestra Private Wealth Services LLC ($1.08M), Gallagher Fiduciary Advisors LLC ($645K), and Prime Capital Investment Advisors LLC ($415K).Learn more on RHRX's institutional investors.

Which institutional investors have been buying RH Tactical Rotation ETF stock?

The following institutional investors have purchased RH Tactical Rotation ETF stock in the last 24 months: Cetera Investment Advisers ($290.97K), Partners Wealth Management LLC ($147.39K), LPL Financial LLC ($73.78K), WealthPlan Investment Management LLC ($25.70K), OLD Mission Capital LLC ($13.08K), Centaurus Financial Inc. ($11.02K), and Householder Group Estate & Retirement Specialist LLC ($9.45K).

How much institutional buying is happening at RH Tactical Rotation ETF?

Institutional investors have bought a total of 571,389 shares in the last 24 months. This purchase volume represents approximately $8.53M in transactions.

Which RH Tactical Rotation ETF major shareholders have been selling company stock?

The following institutional investors have sold RH Tactical Rotation ETF stock in the last 24 months: Cetera Investment Advisers ($54.73K), LPL Financial LLC ($28.42K), Cetera Advisors LLC ($23.50K), Kestra Private Wealth Services LLC ($11.16K), Gallagher Fiduciary Advisors LLC ($4.17K), Prime Capital Investment Advisors LLC ($3.49K), and WealthPLAN Partners LLC ($1.74K).

How much institutional selling is happening at RH Tactical Rotation ETF?

Institutional investors have sold a total of 127,197 shares in the last 24 months. This volume of shares sold represents approximately $1.82M in transactions.



This page (NYSEARCA:RHRX) was last updated on 4/1/2025 by MarketBeat.com Staff
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