LHA Market State Tactical Beta ETF
MSTB
18 hedge funds and large institutions have $102M invested in LHA Market State Tactical Beta ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
6% more funds holding
Funds holding: 17 → 18 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.33% less ownership
Funds ownership: 79.06% → 75.74% (-3.3%)
9% less capital invested
Capital invested by funds: $112M → $102M (-$9.92M)
75% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 12
99% less call options, than puts
Call options by funds: $1K | Put options by funds: $99K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AlphaCore Capital
La Jolla,
California
|
+$307K |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$237K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$14.4K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$12.3K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$3.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$2.04M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$490K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$435K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$362K |
MSTB Hedge Fund Activity: Q1 2025 in Review
18 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q1 2025, worth a combined $102M — down 8.8% from $112M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MSTB positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 12 trimmed.
The largest buyer was AlphaCore Capital, opening a new position worth an estimated $307K. The largest seller was CreativeOne Wealth, cutting an estimated $2.04M.
- 18 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q1 2025, up from 17 in Q4 2024.
- Funds reported $102M of LHA Market State Tactical Beta ETF stock for Q1 2025, down 8.8% quarter-over-quarter.
- 2 funds opened new LHA Market State Tactical Beta ETF positions in Q1 2025 and 1 closed out, a net change of +1 holder.
- The largest LHA Market State Tactical Beta ETF buyer in Q1 2025 was AlphaCore Capital, an estimated $307K added.
- The largest LHA Market State Tactical Beta ETF seller in Q1 2025 was CreativeOne Wealth, an estimated $2.04M sold.
Based on aggregated 13F filings for Q1 2025.