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LHA Market State Tactical Beta ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2119 (-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: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $25K

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
6
Reduced
6
Closed
3
Calls
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$45.6M +$899K +22,586 +2%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16.8M +$219K +5,499 +1%
CW
3
CreativeOne Wealth
Kansas
$8.45M -$560K -14,073 -6%
UWP
4
Uniting Wealth Partners
Kansas
$7.01M +$7.28M +182,963 New
MAM
5
Milestone Asset Management
Pennsylvania
$6.96M -$5.59M -140,563 -44%
SPC
6
Sigma Planning Corp
Michigan
$6.05M +$491K +12,344 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.35M -$150K -3,782 -3%
FWP
8
Forefront Wealth Partners
Texas
$2.24M +$512K +12,863 +28%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.07M -$155K -3,901 -7%
PWM
10
Palumbo Wealth Management
New York
$1.76M -$24.7K -620 -1%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$868K -$1.45M -36,381 -62%
MA
12
Mutual Advisors
Nebraska
$813K
GS
13
GTS Securities
New York
$616K +$23K +577 +4%
ITIM
14
Indiana Trust & Investment Management
Indiana
$383K
AC
15
AlphaCore Capital
California
$343K
Morgan Stanley
16
Morgan Stanley
New York
$93.8K +$97.4K +2,449 +244,900%
HHCP
17
Hilton Head Capital Partners
South Carolina
$7.74K
CA
18
CoreCap Advisors
Michigan
$958
IA
19
IFP Advisors
Florida
$38 +$40 +1 New
KAS
20
Kestra Advisory Services
Texas
-$111K -2,783 Closed
UBS Group
21
UBS Group
Switzerland
-$7.11K -178 Closed
ETC
22
Exchange Traded Concepts
Oklahoma
-$2.35K -59 Closed