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RH Tactical Rotation ETF (RHRX) Institutional Ownership

$15.41 -0.12 (-0.77%)
As of 05/23/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$9.08M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.30M
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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
5/20/2025 Integrity Alliance LLC.343,282$5.07M0.2%N/A36.239%
5/19/2025 Jane Street Group LLC10,113$149K0.0%N/A1.068%
5/16/2025 NewEdge Advisors LLC15,463$228K0.0%-10.7%1.632%
5/15/2025 OLD Mission Capital LLC18,915$279K0.0%-19.0%1.997%
5/6/2025 Cetera Investment Advisers184,214$2.72M0.0%-5.9%19.447%
2/17/2025 Cetera Investment Advisers195,846$3.09M0.0%-2.3%21.121%
2/12/2025 OLD Mission Capital LLC23,363$368K0.0%+127.2%2.520%
2/11/2025 LPL Financial LLC73,782$1.16M0.0%N/A7.957%
2/4/2025 Partners Wealth Management LLC147,389$2.32M2.6%N/A15.895%
1/28/2025 Kestra Private Wealth Services LLC68,542$1.08M0.0%-14.0%7.392%
9/23/2024 Centaurus Financial Inc.11,022$173K0.0%N/A1.189%
8/22/2024 Cetera Investment Advisers240,924$3.78M0.0%-17.2%25.982%
5/24/2024Cetera Advisors LLC273,302$3.98M0.0%-2.9%29.474%
5/24/2024 Cetera Investment Advisers290,968$4.24M0.0%N/A31.379%
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%
10/10/2023Householder 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%
8/10/2023Cetera Advisors LLC306,558$3.86M0.1%-4.8%19.651%
7/31/2023 LPL Financial LLC156,010$1.96M0.0%-15.4%10.001%
4/13/2023Householder Group Estate & Retirement Specialist LLC4,724$56K0.0%N/A0.239%
2/27/2023Gallagher Benefit Services Inc.60,059$703K0.1%N/A3.003%
2/8/2023 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%
10/11/2022Householder Group Estate & Retirement Specialist LLC4,724$52K0.0%N/A0.236%
8/13/2022 NewEdge Advisors LLC79,221$913K0.0%N/A3.772%
8/11/2022Cetera 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%
5/12/2022Cetera 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%
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5/2/2022 Atria 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%
2/4/2022 Atria 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, 15 institutional investors and hedge funds held shares of RH Tactical Rotation ETF. The most heavily invested institutionals were Integrity Alliance LLC. ($5.07M), Cetera Advisors LLC ($3.98M), Cetera Investment Advisers ($2.72M), Partners Wealth Management LLC ($2.32M), LPL Financial LLC ($1.16M), Kestra Private Wealth Services LLC ($1.08M), 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: Integrity Alliance LLC. ($343.28K), 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), and Centaurus Financial Inc. ($11.02K).

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

Institutional investors have bought a total of 920,060 shares in the last 24 months. This purchase volume represents approximately $13.69M in transactions.

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

Of the 9 institutional investors that sold RH Tactical Rotation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($66.36K), LPL Financial LLC ($28.42K), Cetera Advisors LLC ($23.50K), Kestra Private Wealth Services LLC ($11.16K), OLD Mission Capital LLC ($4.45K), Gallagher Fiduciary Advisors LLC ($4.17K), and Prime Capital Investment Advisors LLC ($3.49K).

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

Institutional investors have sold a total of 145,121 shares in the last 24 months. This volume of shares sold represents approximately $2.09M in transactions.



This page (NYSEARCA:RHRX) was last updated on 5/25/2025 by MarketBeat.com Staff
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