LHA Market State Tactical Beta ETF
MSTB
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.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
45% more funds holding
Funds holding: 11 → 16 (+5)
35% more capital invested
Capital invested by funds: $74.5M → $101M (+$26M)
5.93% less ownership
Funds ownership: 73.12% → 67.18% (-5.9%)
46% less call options, than puts
Call options by funds: $335K | Put options by funds: $615K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.28M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$3.3M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.99M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$1.41M |
| 5 |
PCWA
Pacific Capital Wealth Advisors
Corona,
California
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$2.01M |
| 2 |
CWP
Capital Wealth Planning
Naples,
Florida
|
-$430K |
| 3 |
Jane Street
New York
|
-$412K |
| 4 |
WA
WESPAC Advisors
Orinda,
California
|
-$108K |
| 5 |
MPW
Monterey Private Wealth
Monterey,
California
|
-$28.9K |
MSTB Hedge Fund Activity: Q2 2021 in Review
16 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q2 2021, worth a combined $101M — up 35% from $74.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MSTB positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $9.28M. The largest seller was Carroll Financial Associates, cutting an estimated $2.01M.
- 16 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q2 2021, up from 11 in Q1 2021.
- Funds reported $101M of LHA Market State Tactical Beta ETF stock for Q2 2021, up 35% quarter-over-quarter.
- 6 funds opened new LHA Market State Tactical Beta ETF positions in Q2 2021 and 1 closed out, a net change of +5 holders.
- The largest LHA Market State Tactical Beta ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $9.28M added.
- The largest LHA Market State Tactical Beta ETF seller in Q2 2021 was Carroll Financial Associates, an estimated $2.01M sold.
Based on aggregated 13F filings for Q2 2021.