MSTB icon

LHA Market State Tactical Beta ETF
MSTB

Overview Fund Activity

25 hedge funds and large institutions have $218M invested in LHA Market State Tactical Beta ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
5
Increased
10
Reduced
9
Closed
2
Calls
$1K
Puts
$8K
Net Calls
-$7K
Net Calls Change
-$13K

Top Buyers

1
ACM
1
AlphaStar Capital Management
North Carolina
$30.3M
2
CA
2
CoreCap Advisors
Michigan
$7.43M
3
OMC
3
Old Mission Capital
Illinois
$2.41M
4
CAN
4
Cetera Advisor Networks
California
$41.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.26M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$57.4M
2
TCM
2
Triumph Capital Management
Colorado
$0
3
CW
3
CreativeOne Wealth
Kansas
$16M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$10.6M
5
KAS
5
Kestra Advisory Services
Texas
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$57.4M -$28.5M -966,933 -33%
CAN
2
Cetera Advisor Networks
California
$41.5M +$1.87M +61,509 +5%
ACM
3
AlphaStar Capital Management
North Carolina
$30.3M +$25.6M +845,299 +546%
CW
4
CreativeOne Wealth
Kansas
$16M -$2.09M -68,756 -12%
DIM
5
Delta Investment Management
California
$14.8M +$397K +13,092 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$13.8M +$600K +19,766 +5%
CWG
7
Cornerstone Wealth Group
North Carolina
$10.6M -$1.72M -56,738 -14%
PWM
8
Palumbo Wealth Management
New York
$9.01M +$534K +17,591 +6%
CA
9
CoreCap Advisors
Michigan
$7.43M +$2.89M +95,342 +64%
KAS
10
Kestra Advisory Services
Texas
$4.98M -$870K -28,694 -15%
OMC
11
Old Mission Capital
Illinois
$2.41M +$2.08M +68,734 +637%
FEM
12
Fulcrum Equity Management
Texas
$2.04M -$299K -9,872 -13%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.26M +$657K +21,659 +109%
PCWA
14
Pacific Capital Wealth Advisors
California
$1.09M -$93.7K -3,089 -8%
WIA
15
World Investment Advisors
California
$1M +$45.2K +1,489 +5%
MPW
16
Monterey Private Wealth
California
$944K -$230K -7,498 -20%
MA
17
Mutual Advisors
Nebraska
$550K +$38.8K +1,278 +8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$504K +$504K +16,617 New
FMN
19
Financial Management Network
California
$479K -$176K -5,768 -27%
WA
20
WESPAC Advisors
California
$449K – – –
AWM
21
Avaii Wealth Management
Wisconsin
$424K +$424K +13,981 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$278K +$278K +9,154 New
IA
23
IFP Advisors
Florida
$270K +$270K +10,715 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$265K -$23.9K -788 -8%
TCM
25
Triumph Capital Management
Colorado
– -$3.79M -117,441 Closed
1
2