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LHA Market State Tactical Beta ETF
MSTB

Overview Fund Activity

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.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.36%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
7
Increased
14
Reduced
2
Closed
3
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$280K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$92.1M
2
CW
2
CreativeOne Wealth
Kansas
$19.2M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$13.1M
4
PWM
4
Palumbo Wealth Management
New York
$9.01M
5
CAN
5
Cetera Advisor Networks
California
$42.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CFA
2
Carroll Financial Associates
North Carolina
$11.5M
3
SEP
3
Southland Equity Partners
Missouri
$0
4
UBS Group
4
UBS Group
Switzerland
$0
5
PCWA
5
Pacific Capital Wealth Advisors
California
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$92.1M +$27.5M +869,216 +43%
CAN
2
Cetera Advisor Networks
California
$42.1M +$3.65M +113,363 +10%
CW
3
CreativeOne Wealth
Kansas
$19.2M +$19.2M +596,020 New
DIM
4
Delta Investment Management
California
$15.3M +$1.23M +38,120 +9%
HighTower Advisors
5
HighTower Advisors
Illinois
$14M +$324K +10,038 +2%
CWG
6
Cornerstone Wealth Group
North Carolina
$13.1M +$13.1M +407,479 New
CFA
7
Carroll Financial Associates
North Carolina
$11.5M -$232K -7,184 -2%
PWM
8
Palumbo Wealth Management
New York
$9.01M +$7.83M +242,725 +661%
KAS
9
Kestra Advisory Services
Texas
$6.22M +$500K +15,515 +9%
ACM
10
AlphaStar Capital Management
North Carolina
$4.88M +$1.29M +41,120 +36%
CA
11
CoreCap Advisors
Michigan
$4.82M +$4.82M +149,486 New
TCM
12
Triumph Capital Management
Colorado
$3.79M +$476K +14,762 +14%
FEM
13
Fulcrum Equity Management
Texas
$2.48M +$133K +4,129 +6%
PCWA
14
Pacific Capital Wealth Advisors
California
$1.26M -$2.8K -87 -0.2%
MPW
15
Monterey Private Wealth
California
$1.23M +$26.3K +816 +2%
WIA
16
World Investment Advisors
California
$947K +$328K +10,886 +53%
CA
17
Cetera Advisors
Colorado
$718K +$24.3K +754 +4%
FMN
18
Financial Management Network
California
$694K +$694K +21,443 New
Osaic Holdings
19
Osaic Holdings
Arizona
$643K +$643K +19,929 New
MA
20
Mutual Advisors
Nebraska
$543K +$543K +16,858 New
WA
21
WESPAC Advisors
California
$477K +$10K +310 +2%
OMC
22
Old Mission Capital
Illinois
$348K +$348K +10,789 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$307K +$6.54K +203 +2%
Jane Street
24
Jane Street
New York
– -$1.39M -45,842 Closed
SEP
25
Southland Equity Partners
Missouri
– -$228K -7,523 Closed
1
2