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LHA Market State Tactical Beta ETF
MSTB

Overview Fund Activity

17 hedge funds and large institutions have $96.2M invested in LHA Market State Tactical Beta ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
-5
Holders Change %
-22.73%
% of All Funds
0.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
4
Increased
2
Reduced
10
Closed
9
Calls
$3K
Puts
$10K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
TC
1
TownSquare Capital
Utah
$2.22M
2
CW
2
CreativeOne Wealth
Kansas
$9.17M
3
TCM
3
Triumph Capital Management
Colorado
$325K
4
AC
4
AlphaCore Capital
California
$307K
5
MA
5
Mutual Advisors
Nebraska
$1.05M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
RA
2
RFG Advisory
Alabama
$2.71M
3
BCM
3
Brookstone Capital Management
Illinois
$25.3M
4
DIM
4
Delta Investment Management
California
$0
5
CAN
5
Cetera Advisor Networks
California
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$25.3M -$1.44M -53,154 -5%
ACM
2
AlphaStar Capital Management
North Carolina
$23M -$119K -4,348 -0.5%
CAN
3
Cetera Advisor Networks
California
$13.6M -$790K -28,984 -5%
CW
4
CreativeOne Wealth
Kansas
$9.17M +$1.43M +52,323 +18%
PWM
5
Palumbo Wealth Management
New York
$8.2M -$389K -14,253 -5%
MAM
6
Milestone Asset Management
Pennsylvania
$7.31M -$201K -7,379 -3%
RA
7
RFG Advisory
Alabama
$2.71M -$1.56M -57,032 -36%
TC
8
TownSquare Capital
Utah
$2.22M +$2.22M +81,338 New
KAS
9
Kestra Advisory Services
Texas
$1.35M -$537K -19,689 -28%
MA
10
Mutual Advisors
Nebraska
$1.05M +$76.9K +2,821 +8%
GS
11
GTS Securities
New York
$832K +$832K +30,513 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$449K -$2.45K -90 -0.5%
TCM
13
Triumph Capital Management
Colorado
$325K +$325K +11,907 New
AC
14
AlphaCore Capital
California
$307K +$307K +11,250 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$257K -$594K -21,797 -70%
UBS Group
16
UBS Group
Switzerland
$39.4K -$4.72K -173 -11%
HCM
17
Hollencrest Capital Management
California
$34.9K – – –
HighTower Advisors
18
HighTower Advisors
Illinois
– -$5.21M -201,526 Closed
DIM
19
Delta Investment Management
California
– -$1.39M -53,830 Closed
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
– -$324K -12,495 Closed
OMC
21
Old Mission Capital
Illinois
– -$290K -11,203 Closed
IA
22
IFP Advisors
Florida
– -$250K -9,938 Closed
HKIMG
23
Hutchens & Kramer Investment Management Group
Indiana
– -$233K -9,015 Closed
ACA
24
Aptus Capital Advisors
Alabama
– -$38.6K -1,489 Closed
GWANC
25
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$38.6K -1,489 Closed
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