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LHA Market State Tactical Beta ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
3
Reduced
12
Closed
1
Calls
$1K
Puts
$99K
Net Calls
-$98K
Net Calls Change
-$16K

Top Buyers

1
AC
AlphaCore Capital
California
$292K
2
ACM
AlphaStar Capital Management
North Carolina
$23.3M
3
SPC
Sigma Planning Corp
Michigan
$5.04M
4
CFD
Creative Financial Designs
Indiana
$11.8K
5
MA
Mutual Advisors
Nebraska
$773K

Top Sellers

1
CW
CreativeOne Wealth
Kansas
$10.9M
2
BCM
Brookstone Capital Management
Illinois
$31.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.28M
4
RA
RFG Advisory
Alabama
$2.82M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$31.5M -$1.72M -53,193 -5%
ACM
2
AlphaStar Capital Management
North Carolina
$23.3M +$226K +7,006 +1%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.1M -$116K -3,586 -0.9%
CW
4
CreativeOne Wealth
Kansas
$10.9M -$1.95M -60,225 -15%
SPC
5
Sigma Planning Corp
Michigan
$5.04M +$13.7K +424 +0.3%
MAM
6
Milestone Asset Management
Pennsylvania
$4.59M -$80.8K -2,499 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.23M -$345K -10,687 -10%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.96M -$50.1K -1,550 -2%
RA
9
RFG Advisory
Alabama
$2.82M -$415K -12,827 -13%
PWM
10
Palumbo Wealth Management
New York
$1.76M -$776 -24 -0%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.28M -$467K -14,459 -27%
MA
12
Mutual Advisors
Nebraska
$773K +$3.05K +90 +0.4%
ITIM
13
Indiana Trust & Investment Management
Indiana
$323K – – –
AC
14
AlphaCore Capital
California
$292K +$292K +9,050 New
OMC
15
Old Mission Capital
Illinois
$241K -$315K -9,752 -57%
UBS Group
16
UBS Group
Switzerland
$83.6K -$69.2K -2,140 -45%
CFD
17
Creative Financial Designs
Indiana
$11.8K +$11.8K +364 New
CA
18
CoreCap Advisors
Michigan
$808 -$194 -6 -19%
CAS
19
Coppell Advisory Solutions
Texas
– -$29.2K -849 Closed