LHA Market State Tactical Beta ETF
MSTB
7 hedge funds and large institutions have $44.3M invested in LHA Market State Tactical Beta ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
600% more funds holding
Funds holding: 1 → 7 (+6)
128% more capital invested
Capital invested by funds: $19.4M → $44.3M (+$24.8M)
121.27% more ownership
Funds ownership: 0% → 121.27% (+121%)
100% less call options, than puts
Call options by funds: $14K | Put options by funds: $5.77M
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$15.9M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$7.7M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.29M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$771K |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$553K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $16.7M | -$4.01M | -153,572 | -20% |
|
|
FI
2
FormulaFolio Investments
Grand Rapids,
Michigan
| $16.5M | +$15.9M | +609,315 | New |
|
|
CFA
3
Carroll Financial Associates
Charlotte,
North Carolina
| $7.98M | +$7.7M | +294,973 | New |
|
|
CAN
4
Cetera Advisor Networks
El Segundo,
California
| $1.34M | +$1.29M | +49,519 | New |
|
|
5
HighTower Advisors
Chicago,
Illinois
| $799K | +$771K | +29,541 | New |
|
|
FEM
6
Fulcrum Equity Management
Plano,
Texas
| $572K | +$553K | +21,158 | New |
|
|
PWM
7
Palumbo Wealth Management
Great Neck,
New York
| $368K | +$356K | +13,615 | New |
|
MSTB Hedge Fund Activity: Q4 2020 in Review
7 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q4 2020, worth a combined $44.3M — up 128% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MSTB positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $15.9M. The largest seller was Brookstone Capital Management, cutting an estimated $4.01M.
- 7 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q4 2020, up from 1 in Q3 2020.
- Funds reported $44.3M of LHA Market State Tactical Beta ETF stock for Q4 2020, up 128% quarter-over-quarter.
- 6 funds opened new LHA Market State Tactical Beta ETF positions in Q4 2020 and 0 closed out, a net change of +6 holders.
- The largest LHA Market State Tactical Beta ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $15.9M added.
- The largest LHA Market State Tactical Beta ETF seller in Q4 2020 was Brookstone Capital Management, an estimated $4.01M sold.
Based on aggregated 13F filings for Q4 2020.