LHA Market State Tactical U.S. Equity ETF
MSUS
Chicago Board Options Exchange- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- IPO Date
- Apr 3, 2018
- CIK
- 0001540305
- Similar Companies
- Business
- LHA Market State Tactical U.S. Equity ETF (MSUS) is an actively managed exchange-traded fund that seeks to generate risk-adjusted total returns exceeding those of broader U.S. equity market indexes through variable exposure to large-cap U.S. equities, ranging from 0% to 160%; the fund employs a proprietary rules-based strategy assessing the VIX marketplace for stress signals to tactically allocate between U.S. equity exchange-traded funds (such as those tracking the S&P 500), equity futures contracts, VIX futures for downside protection, U.S. Treasury bills, and cash equivalents; artificial intelligence models assist in determining optimal net exposure to enhance upside participation in calm or rising markets while mitigating drawdowns during periods of elevated volatility. MSUS operates within the equity hedged segment of the investment management industry, targeting investors seeking alternatives to traditional buy-and-hold U.S. large-cap equity strategies with improved asymmetry between upside capture and downside protection; the fund's holdings emphasize diversified large-cap exposure without sector restrictions beyond risk overlays. Launched on April 4, 2018, and listed on the Cboe BZX Exchange, MSUS is sponsored and managed by Little Harbor Advisors, LLC, a boutique investment firm headquartered in Marblehead, Massachusetts, which distributes the ETF through Quasar Distributors, LLC; the firm also offers complementary tactical ETFs including the LHA Market State Tactical Beta ETF (MSTB; S&P 500-focused), LHA Market State Tactical Q ETF (MSTQ; Nasdaq 100-focused), and LHA Risk-Managed Income ETF (RMIF). Recent developments include Little Harbor Advisors' emphasis on risk-responsive enhancements across its Market State suite, with ongoing refinements to VIX-responsive overlays amid 2024-2025 market volatility; no major acquisitions, funding rounds, or strategic alliances specific to MSUS were reported in the past two years, though the firm maintained active distribution and performance reporting through annual updates. The ETF remains domiciled in the United States, with all operations focused on U.S. equity markets and investors globally via exchange trading.