MSTB icon

LHA Market State Tactical Beta ETF

22 hedge funds and large institutions have $99.8M invested in LHA Market State Tactical Beta ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
3
Increased
4
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$25.6M -$1.62M -62,444 -6%
ACM
2
AlphaStar Capital Management
North Carolina
$22M -$268K -10,359 -1%
CAN
3
Cetera Advisor Networks
California
$13.7M -$16.5M -637,665 -55%
PWM
4
Palumbo Wealth Management
New York
$8.15M +$329K +12,714 +4%
CW
5
CreativeOne Wealth
Kansas
$7.36M -$376K -14,502 -5%
MAM
6
Milestone Asset Management
Pennsylvania
$7.14M -$57.4K -2,215 -0.8%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.21M -$147K -5,691 -3%
RA
8
RFG Advisory
Alabama
$4.05M +$2.96M +114,172 +270%
KAS
9
Kestra Advisory Services
Texas
$1.79M -$1.77M -68,270 -50%
DIM
10
Delta Investment Management
California
$1.39M -$76.6K -2,956 -5%
MA
11
Mutual Advisors
Nebraska
$926K +$125K +4,808 +16%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$808K -$758K -29,259 -48%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$429K +$10.9K +420 +3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$324K +$324K +12,495 New
OMC
15
Old Mission Capital
Illinois
$290K -$799K -30,836 -73%
IA
16
IFP Advisors
Florida
$250K -$191K -7,589 -43%
HKIMG
17
Hutchens & Kramer Investment Management Group
Indiana
$233K -$479K -18,503 -67%
UBS Group
18
UBS Group
Switzerland
$41.9K -$20.4K -787 -33%
ACA
19
Aptus Capital Advisors
Alabama
$38.6K +$38.6K +1,489 New
GWANC
20
Guardian Wealth Advisors (North Carolina)
North Carolina
$38.6K +$38.6K +1,489 New
HCM
21
Hollencrest Capital Management
California
$33.2K
BAM
22
Belpointe Asset Management
Nevada
$207
WIA
23
World Investment Advisors
California
-$693K -28,191 Closed
MOS
24
MGO One Seven
Ohio
-$408K -16,569 Closed
FEM
25
Fulcrum Equity Management
Texas
-$401K -16,317 Closed