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LHA Market State Tactical Beta ETF
MSTB

Overview Fund Activity

18 hedge funds and large institutions have $111M invested in LHA Market State Tactical Beta ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
4
Reduced
8
Closed
3
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
+$9K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$13.2M
2
CW
2
CreativeOne Wealth
Kansas
$10.9M
3
BCM
3
Brookstone Capital Management
Illinois
$28.7M
4
MWM
4
Modera Wealth Management
New Jersey
$451K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.9M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$0
2
TC
2
TownSquare Capital
Utah
$732K
3
MAM
3
Milestone Asset Management
Pennsylvania
$4.73M
4
AC
4
AlphaCore Capital
California
$0
5
PWM
5
Palumbo Wealth Management
New York
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$28.7M +$622K +19,650 +2%
ACM
2
AlphaStar Capital Management
North Carolina
$25.7M -$188K -5,930 -0.7%
CAN
3
Cetera Advisor Networks
California
$13.2M +$26.1K +826 +0.2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.2M +$13.2M +416,013 New
CW
5
CreativeOne Wealth
Kansas
$10.9M +$10.9M +343,494 New
MAM
6
Milestone Asset Management
Pennsylvania
$4.73M -$564K -17,819 -11%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.9M -$117K -3,713 -3%
RA
8
RFG Advisory
Alabama
$3.24M +$95.3K +3,013 +3%
PWM
9
Palumbo Wealth Management
New York
$2.34M -$223K -7,042 -9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.9M +$181K +5,705 +11%
MA
11
Mutual Advisors
Nebraska
$877K -$87.9K -2,778 -9%
TC
12
TownSquare Capital
Utah
$732K -$602K -19,041 -45%
MWM
13
Modera Wealth Management
New Jersey
$451K +$451K +14,263 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$354K -$1.96K -62 -0.6%
ITIM
15
Indiana Trust & Investment Management
Indiana
$316K – – –
GS
16
GTS Securities
New York
$237K -$6.96K -220 -3%
CPA
17
Clear Point Advisors
New York
$821 – – –
CA
18
CoreCap Advisors
Michigan
$728 +$728 +23 New
FIA
19
Foundations Investment Advisors
Arizona
– -$4.78M -161,735 Closed
AC
20
AlphaCore Capital
California
– -$304K -10,600 Closed
UBS Group
21
UBS Group
Switzerland
– -$37.3K -1,300 Closed