LHA Market State Tactical Beta ETF
MSTB
20 hedge funds and large institutions have $122M invested in LHA Market State Tactical Beta ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 19 → 20 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.29% less ownership
Funds ownership: 65.52% → 62.23% (-3.3%)
11% less capital invested
Capital invested by funds: $137M → $122M (-$15.1M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
88% less call options, than puts
Call options by funds: $9K | Put options by funds: $73K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.66M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$254K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$188K |
| 4 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
+$167K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$5.17M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.18M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.34M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$776K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$483K |
MSTB Hedge Fund Activity: Q3 2022 in Review
20 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q3 2022, worth a combined $122M — down 11% from $137M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MSTB positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 10 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.66M. The largest seller was CoreCap Advisors, cutting an estimated $5.17M.
- 20 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q3 2022, up from 19 in Q2 2022.
- Funds reported $122M of LHA Market State Tactical Beta ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 4 funds opened new LHA Market State Tactical Beta ETF positions in Q3 2022 and 3 closed out, a net change of +1 holder.
- The largest LHA Market State Tactical Beta ETF buyer in Q3 2022 was Old Mission Capital, an estimated $1.66M added.
- The largest LHA Market State Tactical Beta ETF seller in Q3 2022 was CoreCap Advisors, an estimated $5.17M sold.
Based on aggregated 13F filings for Q3 2022.