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LHA Market State Tactical Beta ETF
MSTB

Overview Fund Activity

17 hedge funds and large institutions have $82.4M invested in LHA Market State Tactical Beta ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.27%
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
3
Reduced
9
Closed
3
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$8K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$4.7M
2
FIA
2
Foundations Investment Advisors
Arizona
$4.41M
3
TC
3
TownSquare Capital
Utah
$2.99M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$781K
5
ITIM
5
Indiana Trust & Investment Management
Indiana
$262K

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$0
2
PWM
2
Palumbo Wealth Management
New York
$2.62M
3
MAM
3
Milestone Asset Management
Pennsylvania
$4.77M
4
CAN
4
Cetera Advisor Networks
California
$12M
5
KAS
5
Kestra Advisory Services
Texas
$317K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$23.9M -$640K -24,420 -3%
ACM
2
AlphaStar Capital Management
North Carolina
$21.4M -$695K -26,574 -3%
CAN
3
Cetera Advisor Networks
California
$12M -$1.1M -42,058 -8%
MAM
4
Milestone Asset Management
Pennsylvania
$4.77M -$2.24M -85,812 -32%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$4.7M +$4.7M +179,634 New
FIA
6
Foundations Investment Advisors
Arizona
$4.41M +$4.41M +168,618 New
TC
7
TownSquare Capital
Utah
$2.99M +$861K +32,920 +40%
RA
8
RFG Advisory
Alabama
$2.73M +$132K +5,039 +5%
PWM
9
Palumbo Wealth Management
New York
$2.62M -$5.24M -200,364 -67%
MA
10
Mutual Advisors
Nebraska
$961K -$47.7K -1,824 -5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$781K +$535K +20,457 +217%
KAS
12
Kestra Advisory Services
Texas
$317K -$980K -37,455 -76%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$314K -$117K -4,460 -27%
AC
14
AlphaCore Capital
California
$294K – – –
ITIM
15
Indiana Trust & Investment Management
Indiana
$262K +$262K +10,000 New
UBS Group
16
UBS Group
Switzerland
$34K -$3.71K -142 -10%
HCM
17
Hollencrest Capital Management
California
$33.5K – – –
CW
18
CreativeOne Wealth
Kansas
– -$9.17M -336,283 Closed
GS
19
GTS Securities
New York
– -$832K -30,513 Closed
TCM
20
Triumph Capital Management
Colorado
– -$325K -11,907 Closed