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LHA Market State Tactical Beta ETF
MSTB

Overview Fund Activity

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.

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

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.56M
2
GS
2
GTS Securities
New York
$221K

Top Sellers

1
TC
1
TownSquare Capital
Utah
$1.21M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.65M
3
CAN
3
Cetera Advisor Networks
California
$11.9M
4
BCM
4
Brookstone Capital Management
Illinois
$25.5M
5
PWM
5
Palumbo Wealth Management
New York
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$25.5M -$710K -24,716 -3%
ACM
2
AlphaStar Capital Management
North Carolina
$23.5M -$26.6K -926 -0.1%
CAN
3
Cetera Advisor Networks
California
$11.9M -$1.21M -42,002 -9%
MAM
4
Milestone Asset Management
Pennsylvania
$4.8M -$434K -15,099 -8%
FIA
5
Foundations Investment Advisors
Arizona
$4.78M -$203K -6,883 -4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$3.65M -$1.51M -52,525 -29%
RA
7
RFG Advisory
Alabama
$2.85M -$151K -5,269 -5%
PWM
8
Palumbo Wealth Management
New York
$2.32M -$552K -19,214 -19%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.56M +$701K +24,419 +82%
TC
10
TownSquare Capital
Utah
$1.21M -$2.07M -72,066 -63%
MA
11
Mutual Advisors
Nebraska
$876K -$180K -6,277 -17%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$323K -$21.3K -740 -6%
AC
13
AlphaCore Capital
California
$304K -$18.7K -650 -6%
ITIM
14
Indiana Trust & Investment Management
Indiana
$287K – – –
GS
15
GTS Securities
New York
$221K +$221K +7,696 New
UBS Group
16
UBS Group
Switzerland
$37.3K -$29 -1 -0.1%
CPA
17
Clear Point Advisors
New York
$746 +$746 +26 New
KAS
18
Kestra Advisory Services
Texas
– -$317K -12,138 Closed
HCM
19
Hollencrest Capital Management
California
– -$33.5K -1,280 Closed