LHA Market State Tactical Beta ETF
MSTB
23 hedge funds and large institutions have $246M invested in LHA Market State Tactical Beta ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 3 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 2
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
57% more capital invested
Capital invested by funds: $156M → $246M (+$89.2M)
21% more funds holding
Funds holding: 19 → 23 (+4)
1.95% more ownership
Funds ownership: 70.86% → 72.8% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$27.7M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$19M |
| 3 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$13M |
| 4 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
+$7.73M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.39M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$229K |
| 3 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
-$228K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$25K |
| 5 |
PCWA
Pacific Capital Wealth Advisors
Corona,
California
|
-$2.77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| – | -$25K | -834 | Closed |
|
MSTB Hedge Fund Activity: Q4 2021 in Review
23 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q4 2021, worth a combined $246M — up 57% from $156M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MSTB positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 2 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $27.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.39M sold.
- 23 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q4 2021, up from 19 in Q3 2021.
- Funds reported $246M of LHA Market State Tactical Beta ETF stock for Q4 2021, up 57% quarter-over-quarter.
- 7 funds opened new LHA Market State Tactical Beta ETF positions in Q4 2021 and 3 closed out, a net change of +4 holders.
- The largest LHA Market State Tactical Beta ETF buyer in Q4 2021 was Brookstone Capital Management, an estimated $27.7M added.
- The largest LHA Market State Tactical Beta ETF seller in Q4 2021 was Jane Street, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2021.