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LHA Market State Tactical Beta ETF
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Overview Fund Activity

18 hedge funds and large institutions have $112M invested in LHA Market State Tactical Beta ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
3
Reduced
8
Closed
3
Calls
$31K
Puts
$60K
Net Calls
-$29K
Net Calls Change
+$69K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.23M
2
GS
2
GTS Securities
New York
$502K
3
BCM
3
Brookstone Capital Management
Illinois
$36.8M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$47.2K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$7.89K

Top Sellers

1
RA
1
RFG Advisory
Alabama
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$2.22M
3
CW
3
CreativeOne Wealth
Kansas
$11.5M
4
ACM
4
AlphaStar Capital Management
North Carolina
$26.6M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$36.8M 989,142 +12,950 +1%
ACM
2
AlphaStar Capital Management
North Carolina
$26.6M 713,296 -9,140 -1%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.1M 405,828 +36 +0%
CW
4
CreativeOne Wealth
Kansas
$11.5M 309,432 -28,881 -9%
SPC
5
Sigma Planning Corp
Michigan
$5.72M 153,750 -2,213 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.23M 140,367 +40,432 +40%
MAM
7
Milestone Asset Management
Pennsylvania
$5.11M 137,114 -4,933 -3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.22M 59,068 -32,426 -35%
PWM
9
Palumbo Wealth Management
New York
$1.94M 52,215 -2,110 -4%
MA
10
Mutual Advisors
Nebraska
$815K 21,238 -1,592 -7%
GS
11
GTS Securities
New York
$502K 13,489 +13,489 New
ITIM
12
Indiana Trust & Investment Management
Indiana
$372K 10,000 – –
AC
13
AlphaCore Capital
California
$337K 9,050 – –
UBS Group
14
UBS Group
Switzerland
$69.1K 1,856 -730 -28%
ETC
15
Exchange Traded Concepts
Oklahoma
$47.2K 1,269 +1,269 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$7.89K 212 +212 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3K 87 +87 New
CA
18
CoreCap Advisors
Michigan
$931 25 – –
RA
19
RFG Advisory
Alabama
– – -87,269 Closed
OMC
20
Old Mission Capital
Illinois
– – -7,442 Closed
CFD
21
Creative Financial Designs
Indiana
– – -364 Closed
Group One Trading
22
Group One Trading
Illinois
– – – –
Simplex Trading
23
Simplex Trading
Illinois
– – – –