LHA Market State Tactical Beta ETF
MSTB
18 hedge funds and large institutions have $103M invested in LHA Market State Tactical Beta ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.
14% more capital invested
Capital invested by funds: $90.1M → $103M (+$12.9M)
8.76% more ownership
Funds ownership: 66.82% → 75.58% (+8.8%)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
98% less call options, than puts
Call options by funds: $2K | Put options by funds: $90K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$10.9M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.93M |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$416K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$79.1K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$58.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$1.69M |
| 2 |
Jane Street
New York
|
-$837K |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$720K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$313K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$225K |
MSTB Hedge Fund Activity: Q3 2024 in Review
18 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q3 2024, worth a combined $103M — up 14% from $90.1M a quarter earlier.
Fund positioning in MSTB was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 8 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $10.9M. The largest seller was AlphaStar Capital Management, cutting an estimated $1.69M.
- 18 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $103M of LHA Market State Tactical Beta ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 2 funds opened new LHA Market State Tactical Beta ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest LHA Market State Tactical Beta ETF buyer in Q3 2024 was CreativeOne Wealth, an estimated $10.9M added.
- The largest LHA Market State Tactical Beta ETF seller in Q3 2024 was AlphaStar Capital Management, an estimated $1.69M sold.
Based on aggregated 13F filings for Q3 2024.