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LHA Market State Tactical Beta ETF
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Overview Fund Activity

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.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
5
Reduced
8
Closed
3
Calls
$6K
Puts
$88K
Net Calls
-$82K
Net Calls Change
+$6K

Top Buyers

1
SPC
1
Sigma Planning Corp
Michigan
$5.26M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.74M
3
CW
3
CreativeOne Wealth
Kansas
$13.5M
4
OMC
4
Old Mission Capital
Illinois
$581K
5
UBS Group
5
UBS Group
Switzerland
$160K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.83M
2
CA
2
CoreCap Advisors
Michigan
$1.05K
3
GS
3
GTS Securities
New York
$0
4
RA
4
RFG Advisory
Alabama
$3.38M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$34.8M +$126K +3,738 +0.4%
ACM
2
AlphaStar Capital Management
North Carolina
$24.2M +$106K +3,140 +0.4%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.8M -$80.6K -2,385 -0.6%
CW
4
CreativeOne Wealth
Kansas
$13.5M +$2.38M +70,446 +21%
SPC
5
Sigma Planning Corp
Michigan
$5.26M +$5.26M +155,539 New
MAM
6
Milestone Asset Management
Pennsylvania
$4.89M -$75.5K -2,233 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.74M +$3.45M +102,139 +1,204%
RA
8
RFG Advisory
Alabama
$3.38M -$127K -3,758 -4%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$3.15M -$15.2K -451 -0.5%
PWM
10
Palumbo Wealth Management
New York
$1.84M -$30.2K -893 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.83M -$595K -17,589 -25%
MA
12
Mutual Advisors
Nebraska
$776K -$44.5K -1,305 -5%
OMC
13
Old Mission Capital
Illinois
$581K +$319K +9,441 +122%
ITIM
14
Indiana Trust & Investment Management
Indiana
$338K – – –
UBS Group
15
UBS Group
Switzerland
$160K +$160K +4,726 New
CAS
16
Coppell Advisory Solutions
Texas
$29.2K – – –
CA
17
CoreCap Advisors
Michigan
$1.05K -$424K -12,555 -100%
GS
18
GTS Securities
New York
– -$355K -10,435 Closed
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
– -$7K -195 Closed
CPA
20
Clear Point Advisors
New York
– -$884 -26 Closed