LHA Market State Tactical Beta ETF
MSTB
17 hedge funds and large institutions have $112M invested in LHA Market State Tactical Beta ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.
9% more capital invested
Capital invested by funds: $103M → $112M (+$9.28M)
3.48% more ownership
Funds ownership: 75.58% → 79.06% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 18 → 17 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
93% less call options, than puts
Call options by funds: $6K | Put options by funds: $88K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$5.36M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.52M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.43M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$325K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$606K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$433K |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$355K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$130K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$82.2K |
MSTB Hedge Fund Activity: Q4 2024 in Review
17 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q4 2024, worth a combined $112M — up 9% from $103M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MSTB and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.
The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $5.36M. The largest seller was Susquehanna International Group, cutting an estimated $606K.
- 17 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q4 2024, down from 18 in Q3 2024.
- Funds reported $112M of LHA Market State Tactical Beta ETF stock for Q4 2024, up 9% quarter-over-quarter.
- 2 funds opened new LHA Market State Tactical Beta ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
- The largest LHA Market State Tactical Beta ETF buyer in Q4 2024 was Sigma Planning Corp, an estimated $5.36M added.
- The largest LHA Market State Tactical Beta ETF seller in Q4 2024 was Susquehanna International Group, an estimated $606K sold.
Based on aggregated 13F filings for Q4 2024.