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LHA Market State Tactical Beta ETF
MSTB

Overview Fund Activity

25 hedge funds and large institutions have $116M invested in LHA Market State Tactical Beta ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
3
Reduced
15
Closed
2
Calls
$95K
Puts
$56K
Net Calls
+$39K
Net Calls Change
+$103K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.49M
2
RA
2
RFG Advisory
Alabama
$1.11M
3
TSS
3
Two Sigma Securities
New York
$228K
4
Jane Street
4
Jane Street
New York
$212K
5
IA
5
IFP Advisors
Florida
$441K

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$5.1M
2
BCM
2
Brookstone Capital Management
Illinois
$26.2M
3
CAN
3
Cetera Advisor Networks
California
$28.7M
4
ACM
4
AlphaStar Capital Management
North Carolina
$21.1M
5
CW
5
CreativeOne Wealth
Kansas
$7.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
1
Cetera Advisor Networks
California
$28.7M -$3.58M -145,727 -11%
BCM
2
Brookstone Capital Management
Illinois
$26.2M -$4.83M -194,017 -16%
ACM
3
AlphaStar Capital Management
North Carolina
$21.1M -$1.23M -50,094 -6%
PWM
4
Palumbo Wealth Management
New York
$7.43M -$450K -18,273 -6%
CW
5
CreativeOne Wealth
Kansas
$7.34M -$923K -37,513 -11%
MAM
6
Milestone Asset Management
Pennsylvania
$7.16M +$7.16M +277,802 New
HighTower Advisors
7
HighTower Advisors
Illinois
$5.1M -$7.16M -290,978 -58%
KAS
8
Kestra Advisory Services
Texas
$3.38M -$158K -6,406 -4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.49M +$1.49M +60,471 New
DIM
10
Delta Investment Management
California
$1.4M -$106K -4,307 -7%
RA
11
RFG Advisory
Alabama
$1.11M +$1.11M +42,348 New
OMC
12
Old Mission Capital
Illinois
$1.03M -$541K -22,010 -34%
MA
13
Mutual Advisors
Nebraska
$762K +$100K +4,082 +15%
WIA
14
World Investment Advisors
California
$693K -$48K -1,953 -6%
HKIMG
15
Hutchens & Kramer Investment Management Group
Indiana
$677K -$185K -7,528 -21%
IA
16
IFP Advisors
Florida
$441K +$171K +6,812 +64%
MOS
17
MGO One Seven
Ohio
$408K +$167K +6,791 +69%
FEM
18
Fulcrum Equity Management
Texas
$401K -$4.6K -187 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$397K -$369 -15 -0.1%
TSS
20
Two Sigma Securities
New York
$228K +$228K +9,257 New
Jane Street
21
Jane Street
New York
$212K +$212K +8,631 New
CA
22
CoreCap Advisors
Michigan
$182K -$73.6K -2,990 -29%
UBS Group
23
UBS Group
Switzerland
$59.1K -$13.2K -535 -18%
HCM
24
Hollencrest Capital Management
California
$31.5K +$31.5K +1,280 New
BAM
25
Belpointe Asset Management
Nevada
$197 +$197 +8 New
1
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