LHA Market State Tactical Beta ETF
MSTB
19 hedge funds and large institutions have $104M invested in LHA Market State Tactical Beta ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.
0.15% more ownership
Funds ownership: 60.12% → 60.28% (+0.15%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
3% less capital invested
Capital invested by funds: $107M → $104M (-$2.97M)
10% less funds holding
Funds holding: 21 → 19 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $25K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
+$7.28M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$899K |
| 3 |
FWP
Forefront Wealth Partners
Austin,
Texas
|
+$512K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$491K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$219K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$5.59M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.45M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$560K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$155K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$150K |
MSTB Hedge Fund Activity: Q1 2026 in Review
19 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q1 2026, worth a combined $104M — down 2.8% from $107M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MSTB and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 6 added.
The largest buyer was Uniting Wealth Partners, opening a new position worth an estimated $7.28M. The largest seller was Milestone Asset Management, cutting an estimated $5.59M.
- 19 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q1 2026, down from 21 in Q4 2025.
- Funds reported $104M of LHA Market State Tactical Beta ETF stock for Q1 2026, down 2.8% quarter-over-quarter.
- 2 funds opened new LHA Market State Tactical Beta ETF positions in Q1 2026 and 3 closed out, a net change of -1 holder.
- The largest LHA Market State Tactical Beta ETF buyer in Q1 2026 was Uniting Wealth Partners, an estimated $7.28M added.
- The largest LHA Market State Tactical Beta ETF seller in Q1 2026 was Milestone Asset Management, an estimated $5.59M sold.
Based on aggregated 13F filings for Q1 2026.