We are live on ! Find out more
MSTB icon

LHA Market State Tactical Beta ETF

17 hedge funds and large institutions have $84.1M invested in LHA Market State Tactical Beta ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.1% more ownership

Funds ownership: 68.48%69.59% (+1.1%)

2% more capital invested

Capital invested by funds: $82.4M → $84.1M (+$1.64M)

0% more funds holding

Funds holding: 1717 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

90% less call options, than puts

Call options by funds: $1K | Put options by funds: $10K

92% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 13

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
1
Reduced
13
Closed
2
Calls
$1K
Puts
$10K
Net Calls
-$9K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$25.5M -$667K -24,716 -3%
ACM
2
AlphaStar Capital Management
North Carolina
$23.5M -$25K -926 -0.1%
CAN
3
Cetera Advisor Networks
California
$11.9M -$1.13M -42,002 -9%
MAM
4
Milestone Asset Management
Pennsylvania
$4.8M -$408K -15,099 -8%
FIA
5
Foundations Investment Advisors
Arizona
$4.78M -$186K -6,883 -4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$3.65M -$1.42M -52,525 -29%
RA
7
RFG Advisory
Alabama
$2.85M -$142K -5,269 -5%
PWM
8
Palumbo Wealth Management
New York
$2.32M -$519K -19,214 -19%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.56M +$659K +24,419 +82%
TC
10
TownSquare Capital
Utah
$1.21M -$1.95M -72,066 -63%
MA
11
Mutual Advisors
Nebraska
$876K -$169K -6,277 -17%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$323K -$20K -740 -6%
AC
13
AlphaCore Capital
California
$304K -$17.5K -650 -6%
ITIM
14
Indiana Trust & Investment Management
Indiana
$287K
GS
15
GTS Securities
New York
$221K +$208K +7,696 New
UBS Group
16
UBS Group
Switzerland
$37.3K -$27 -1 -0.1%
CPA
17
Clear Point Advisors
New York
$746 +$702 +26 New
KAS
18
Kestra Advisory Services
Texas
-$317K -12,138 Closed
HCM
19
Hollencrest Capital Management
California
-$33.5K -1,280 Closed

MSTB Hedge Fund Activity: Q4 2023 in Review

17 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q4 2023, worth a combined $84.1M — up 2% from $82.4M a quarter earlier.

Fund positioning in MSTB was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $659K. The largest seller was TownSquare Capital, cutting an estimated $1.95M.

  • 17 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $84.1M of LHA Market State Tactical Beta ETF stock for Q4 2023, up 2% quarter-over-quarter.
  • 2 funds opened new LHA Market State Tactical Beta ETF positions in Q4 2023 and 2 closed out, a net change of 0 holders.
  • The largest LHA Market State Tactical Beta ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $659K added.
  • The largest LHA Market State Tactical Beta ETF seller in Q4 2023 was TownSquare Capital, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2023.