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RH Tactical Rotation ETF (RHRX) Institutional Ownership

$14.74
-0.04 (-0.27%)
(As of 05/17/2024 06:40 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$368.88K
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$669.57K
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RHRX Institutional Buying and Selling by Quarter

RH Tactical Rotation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 WealthPLAN Partners LLC10,383$151K0.0%-14.3%1.144%
11/15/2023 WealthPlan Investment Management LLC12,850$156K0.0%N/A0.824%
11/14/2023 Gallagher Fiduciary Advisors LLC53,191$645K0.1%-3.3%3.410%
11/9/2023 WealthPlan Investment Management LLC12,850$156K0.0%N/A0.824%
11/9/2023 Prime Capital Investment Advisors LLC34,266$415K0.0%-9.2%2.197%
10/10/2023 Householder Group Estate & Retirement Specialist LLC4,724$57K0.0%N/A0.303%
8/14/2023 Gallagher Fiduciary Advisors LLC54,999$692K0.1%-4.1%3.526%
8/10/2023 Cetera Advisors LLC306,558$3.86M0.1%-4.8%19.651%
7/31/2023 LPL Financial LLC156,010$1.96M0.0%-15.4%10.001%
4/13/2023 Householder Group Estate & Retirement Specialist LLC4,724$56K0.0%N/A0.239%
2/27/2023Gallagher Benefit Services Inc.60,059$703K0.1%N/A3.003%
2/8/2023 Prime Capital Investment Advisors LLC39,393$461K0.0%N/A1.970%
2/7/2023 LPL Financial LLC264,166$3.09M0.0%+5.0%13.208%
2/7/2023 Envestnet Asset Management Inc.147,570$1.73M0.0%+2.9%7.379%
12/12/2022 WealthPlan Investment Management LLC13,110$159K0.0%N/A0.656%
12/5/2022 Centaurus Financial Inc.15,735$175K0.0%+17.2%0.787%
11/14/2022 OLD Mission Capital LLC27,710$309K0.0%N/A1.386%
10/26/2022F3Logic LLC71,512$795K0.2%-4.2%3.576%
10/11/2022 Householder Group Estate & Retirement Specialist LLC4,724$52K0.0%N/A0.236%
8/13/2022 NewEdge Advisors LLC79,221$913K0.0%N/A3.772%
8/11/2022 Cetera Advisors LLC307,273$3.54M0.1%-11.0%14.632%
8/3/2022 Envestnet Asset Management Inc.145,062$1.67M0.0%-9.6%6.908%
5/12/2022F3Logic LLC74,691$1M0.1%-80.9%3.415%
5/12/2022 Cetera Advisors LLC345,190$4.65M0.1%+5.5%15.784%
5/4/2022 Envestnet Asset Management Inc.160,379$2.16M0.0%+0.6%7.333%
5/3/2022 WealthPLAN Partners LLC13,310$164K0.0%-8.5%0.609%
5/2/2022Atria Investments LLC88,377$1.19M0.0%-45.1%4.041%
2/4/2022 Envestnet 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)

RHRX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RHRX shares?

During the previous two years, 13 institutional investors and hedge funds held shares of RH Tactical Rotation ETF. The most heavily invested institutionals were Cetera Advisors LLC ($3.86M), LPL Financial LLC ($1.96M), Envestnet Asset Management Inc. ($1.73M), NewEdge Advisors LLC ($913K), F3Logic LLC ($795K), Gallagher Benefit Services Inc. ($703K), and Gallagher Fiduciary Advisors LLC ($645K).Learn more on RHRX's institutional investors.

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

Of the 9 institutional investors that purchased RH Tactical Rotation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NewEdge Advisors LLC ($79.22K), Gallagher Benefit Services Inc. ($60.06K), Prime Capital Investment Advisors LLC ($39.39K), WealthPlan Investment Management LLC ($38.81K), OLD Mission Capital LLC ($27.71K), Householder Group Estate & Retirement Specialist LLC ($14.17K), and LPL Financial LLC ($12.56K).

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

Institutional investors have bought a total of 278,428 shares in the last 24 months. This purchase volume represents approximately $3.23M 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 Advisors LLC ($53.25K), LPL Financial LLC ($28.42K), Envestnet Asset Management Inc. ($15.32K), Gallagher Fiduciary Advisors LLC ($4.17K), Prime Capital Investment Advisors LLC ($3.49K), F3Logic LLC ($3.14K), and WealthPLAN Partners LLC ($1.74K).

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

Institutional investors have sold a total of 109,520 shares in the last 24 months. This volume of shares sold represents approximately $1.32M in transactions.


This page (NYSEARCA:RHRX) was last updated on 5/20/2024 by MarketBeat.com Staff

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