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LHA Market State Tactical Beta ETF
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Overview Fund Activity

19 hedge funds and large institutions have $113M invested in LHA Market State Tactical Beta ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
3
Reduced
9
Closed
3
Calls
$31K
Puts
$60K
Net Calls
-$29K
Net Calls Change
+$69K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.23M
2
GS
2
GTS Securities
New York
$502K
3
BCM
3
Brookstone Capital Management
Illinois
$36.8M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$47.2K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$7.89K

Top Sellers

1
RA
1
RFG Advisory
Alabama
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$219K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.22M
4
CW
4
CreativeOne Wealth
Kansas
$11.5M
5
ACM
5
AlphaStar Capital Management
North Carolina
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$36.8M +$482K +12,950 +1%
ACM
2
AlphaStar Capital Management
North Carolina
$26.6M -$340K -9,140 -1%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.1M +$1.34K +36 +0%
CW
4
CreativeOne Wealth
Kansas
$11.5M -$1.08M -28,881 -9%
SPC
5
Sigma Planning Corp
Michigan
$5.72M -$82.4K -2,213 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.23M +$1.51M +40,432 +40%
MAM
7
Milestone Asset Management
Pennsylvania
$5.11M -$184K -4,933 -3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.22M -$1.22M -32,426 -35%
PWM
9
Palumbo Wealth Management
New York
$1.94M -$78.6K -2,110 -4%
MA
10
Mutual Advisors
Nebraska
$815K -$61.1K -1,592 -7%
GS
11
GTS Securities
New York
$502K +$502K +13,489 New
ITIM
12
Indiana Trust & Investment Management
Indiana
$372K – – –
AC
13
AlphaCore Capital
California
$337K – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$219K -$1.26M -33,861 -85%
UBS Group
15
UBS Group
Switzerland
$69.1K -$27.2K -730 -28%
ETC
16
Exchange Traded Concepts
Oklahoma
$47.2K +$47.2K +1,269 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$7.89K +$7.89K +212 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3K +$3K +87 New
CA
19
CoreCap Advisors
Michigan
$931 – – –
RA
20
RFG Advisory
Alabama
– -$2.82M -87,269 Closed
OMC
21
Old Mission Capital
Illinois
– -$241K -7,442 Closed
CFD
22
Creative Financial Designs
Indiana
– -$11.8K -364 Closed