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LHA Market State Tactical Beta ETF
MSTB

Overview Fund Activity

16 hedge funds and large institutions have $101M invested in LHA Market State Tactical Beta ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
4
Closed
1
Calls
$335K
Puts
$615K
Net Calls
-$280K
Net Calls Change
+$3.39M

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$37.9M
2
ACM
2
AlphaStar Capital Management
North Carolina
$3.39M
3
KAS
3
Kestra Advisory Services
Texas
$7.52M
4
FEM
4
Fulcrum Equity Management
Texas
$2.12M
5
PCWA
5
Pacific Capital Wealth Advisors
California
$1.32M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$11.5M
2
CWP
2
Capital Wealth Planning
Florida
$0
3
Jane Street
3
Jane Street
New York
$348K
4
WA
4
WESPAC Advisors
California
$234K
5
MPW
5
Monterey Private Wealth
California
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$37.9M +$9.59M +308,412 +34%
CAN
2
Cetera Advisor Networks
California
$27.7M +$895K +29,190 +3%
CFA
3
Carroll Financial Associates
North Carolina
$11.5M -$2.05M -66,835 -15%
KAS
4
Kestra Advisory Services
Texas
$7.52M +$2.03M +66,285 +37%
ACM
5
AlphaStar Capital Management
North Carolina
$3.39M +$3.39M +109,570 New
HighTower Advisors
6
HighTower Advisors
Illinois
$2.64M +$98.3K +3,197 +4%
TCM
7
Triumph Capital Management
Colorado
$2.58M +$2.58M +82,847 New
FEM
8
Fulcrum Equity Management
Texas
$2.12M +$1.44M +46,904 +212%
PCWA
9
Pacific Capital Wealth Advisors
California
$1.32M +$1.32M +43,114 New
PWM
10
Palumbo Wealth Management
New York
$964K +$210K +6,860 +28%
NWA
11
New World Advisors
Massachusetts
$964K +$964K +31,442 New
OMC
12
Old Mission Capital
Illinois
$623K +$623K +20,318 New
WIA
13
World Investment Advisors
California
$450K +$450K +14,687 New
Jane Street
14
Jane Street
New York
$348K -$420K -13,695 -55%
MPW
15
Monterey Private Wealth
California
$308K -$29.4K -959 -9%
WA
16
WESPAC Advisors
California
$234K -$111K -3,603 -32%
CWP
17
Capital Wealth Planning
Florida
– -$430K -14,992 Closed