LHA Market State Tactical Beta ETF
MSTB
27 hedge funds and large institutions have $122M invested in LHA Market State Tactical Beta ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
42% more funds holding
Funds holding: 19 → 27 (+8)
17% more capital invested
Capital invested by funds: $104M → $122M (+$17.6M)
1.4% more ownership
Funds ownership: 60.28% → 61.68% (+1.4%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $27K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
Forefront Wealth Partners
Austin,
Texas
|
+$2.11M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$673K |
| 3 |
RFA
Reyes Financial Architecture
San Diego,
California
|
+$536K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$437K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$659K |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$445K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$192K |
| 4 |
Morgan Stanley
New York
|
-$103K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$25.1K |
MSTB Hedge Fund Activity: Q2 2026 in Review
27 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in LHA Market State Tactical Beta ETF (MSTB) for Q2 2026, worth a combined $122M — up 17% from $104M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MSTB positions and 1 closed out — a net gain of 8 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Forefront Wealth Partners, adding an estimated $2.11M. The largest seller was CreativeOne Wealth, cutting an estimated $659K.
- 27 institutional investors held LHA Market State Tactical Beta ETF (MSTB) as of Q2 2026, up from 19 in Q1 2026.
- Funds reported $122M of LHA Market State Tactical Beta ETF stock for Q2 2026, up 17% quarter-over-quarter.
- 9 funds opened new LHA Market State Tactical Beta ETF positions in Q2 2026 and 1 closed out, a net change of +8 holders.
- The largest LHA Market State Tactical Beta ETF buyer in Q2 2026 was Forefront Wealth Partners, an estimated $2.11M added.
- The largest LHA Market State Tactical Beta ETF seller in Q2 2026 was CreativeOne Wealth, an estimated $659K sold.
Based on aggregated 13F filings for Q2 2026.