LHA Market State Tactical Beta ETF
MSTB
18 hedge funds and large institutions have $90.1M invested in LHA Market State Tactical Beta ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 18 → 18 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16.8% less ownership
Funds ownership: 83.62% → 66.82% (-17%)
19% less capital invested
Capital invested by funds: $111M → $90.1M (-$20.5M)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $44K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.92M |
| 2 |
Jane Street
New York
|
+$806K |
| 3 |
GS
GTS Securities
Miami,
Florida
|
+$772K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$323K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$10.9M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$1.49M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$732K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$723K |
| 5 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
-$528K |
MSTB Hedge Fund Activity: Q2 2024 in Review
18 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q2 2024, worth a combined $90.1M — down 19% from $111M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MSTB positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $1.92M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $10.9M sold.
- 18 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $90.1M of LHA Market State Tactical Beta ETF stock for Q2 2024, down 19% quarter-over-quarter.
- 4 funds opened new LHA Market State Tactical Beta ETF positions in Q2 2024 and 3 closed out, a net change of +1 holder.
- The largest LHA Market State Tactical Beta ETF buyer in Q2 2024 was Brookstone Capital Management, an estimated $1.92M added.
- The largest LHA Market State Tactical Beta ETF seller in Q2 2024 was CreativeOne Wealth, an estimated $10.9M sold.
Based on aggregated 13F filings for Q2 2024.