LHA Market State Tactical Beta ETF
MSTB
19 hedge funds and large institutions have $156M invested in LHA Market State Tactical Beta ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
56% more capital invested
Capital invested by funds: $101M → $156M (+$56M)
19% more funds holding
Funds holding: 16 → 19 (+3)
3.67% more ownership
Funds ownership: 67.18% → 70.86% (+3.7%)
45% less call options, than puts
Call options by funds: $334K | Put options by funds: $608K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$25.9M |
| 2 |
DIM
Delta Investment Management
San Francisco,
California
|
+$13.7M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$10.6M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$9.03M |
| 5 |
Jane Street
New York
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.13M |
| 2 |
NWA
New World Advisors
Hingham,
Massachusetts
|
-$964K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$623K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$361K |
| 5 |
PCWA
Pacific Capital Wealth Advisors
Corona,
California
|
-$128K |
MSTB Hedge Fund Activity: Q3 2021 in Review
19 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q3 2021, worth a combined $156M — up 56% from $101M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MSTB positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $25.9M. The largest seller was Kestra Advisory Services, cutting an estimated $2.13M.
- 19 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q3 2021, up from 16 in Q2 2021.
- Funds reported $156M of LHA Market State Tactical Beta ETF stock for Q3 2021, up 56% quarter-over-quarter.
- 5 funds opened new LHA Market State Tactical Beta ETF positions in Q3 2021 and 2 closed out, a net change of +3 holders.
- The largest LHA Market State Tactical Beta ETF buyer in Q3 2021 was Brookstone Capital Management, an estimated $25.9M added.
- The largest LHA Market State Tactical Beta ETF seller in Q3 2021 was Kestra Advisory Services, an estimated $2.13M sold.
Based on aggregated 13F filings for Q3 2021.