LHA Market State Tactical Beta ETF
MSTB
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.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
32% more capital invested
Capital invested by funds: $84.1M → $111M (+$26.5M)
14.04% more ownership
Funds ownership: 69.59% → 83.62% (+14%)
6% more funds holding
Funds holding: 17 → 18 (+1)
0% more call options, than puts
Call options by funds: $1K | Put options by funds: $1K
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$12.5M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$10.3M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$591K |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$429K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$4.78M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$573K |
| 3 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$536K |
| 4 |
AC
AlphaCore Capital
La Jolla,
California
|
-$304K |
| 5 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
-$212K |
MSTB Hedge Fund Activity: Q1 2024 in Review
18 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q1 2024, worth a combined $111M — up 32% from $84.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MSTB positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $12.5M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $4.78M sold.
- 18 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q1 2024, up from 17 in Q4 2023.
- Funds reported $111M of LHA Market State Tactical Beta ETF stock for Q1 2024, up 32% quarter-over-quarter.
- 4 funds opened new LHA Market State Tactical Beta ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
- The largest LHA Market State Tactical Beta ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $12.5M added.
- The largest LHA Market State Tactical Beta ETF seller in Q1 2024 was Foundations Investment Advisors, an estimated $4.78M sold.
Based on aggregated 13F filings for Q1 2024.